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FAM

First Trust/abrdn Global Opportunity Income Fund
FAM

Delisted

FAM was delisted on the 20th of September, 2024.

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40 hedge funds and large institutions have $93.1M invested in First Trust/abrdn Global Opportunity Income Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $87.6M → $93.1M (+$5.53M)

5% less funds holding

Funds holding: 42 → 40 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
8
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$5.39M
2
IA
Icon Advisers
Colorado
+$824K
3
CCP
Clough Capital Partners
Massachusetts
+$566K
4
WAM
Wolverine Asset Management
Illinois
+$281K
5
CL
CSS LLC
Illinois
+$219K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$2.53M
2
BI
Bulldog Investors
New Jersey
-$1.39M
3
RCM
Rivernorth Capital Management
Florida
-$435K
4
Invesco
Invesco
Georgia
-$414K
5
AA
AQR Arbitrage
Connecticut
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
26
CSS LLC
Illinois
$224K +$219K +19,274 New
AIA
27
Allegis Investment Advisors
Idaho
$208K +$81.3K +7,155 +67%
GC
28
Guggenheim Capital
Illinois
$199K -$306K -26,945 -61%
HPC
29
HM Payson & Co
Maine
$174K – – –
AG
30
Advisor Group
Arizona
$169K -$38.2K -3,360 -19%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$160K – – –
SFS
32
Shaker Financial Services
Virginia
$146K +$143K +12,600 New
DA
33
Doliver Advisors
Texas
$138K -$841 -74 -0.6%
Stifel Financial
34
Stifel Financial
Missouri
$132K +$129K +11,358 New
FFEC
35
First Financial Equity Corporation
Arizona
$116K +$114K +10,011 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$51K – – –
IA
37
IFP Advisors
Florida
$46K – – –
AIM
38
Advantage Investment Management
Iowa
$23K – – –
PB
39
Pinnacle Bancorp
Nebraska
$19K +$18.4K +1,617 New
TRCT
40
Tower Research Capital (TRC)
New York
$3K +$2.73K +240 +600%
1CP
41
1607 Capital Partners
Virginia
– -$2.53M -226,390 Closed
AA
42
AQR Arbitrage
Connecticut
– -$339K -30,419 Closed
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
– -$130K -11,669 Closed
TWA
44
TCI Wealth Advisors
Arizona
– -$4K -400 Closed
AA
45
Ancora Advisors
Ohio
– -$3K -272 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -188 Closed
TFA
47
Transamerica Financial Advisors
Florida
– -$2K -105 Closed
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1K -100 Closed
1
2

FAM Hedge Fund Activity: Q1 2017 in Review

40 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q1 2017, worth a combined $93.1M — up 6.3% from $87.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FAM and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 8 added.

The largest buyer was Sit Investment Associates, adding an estimated $5.39M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $2.53M sold.

  • 40 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q1 2017, down from 42 in Q4 2016.
  • Funds reported $93.1M of First Trust/abrdn Global Opportunity Income Fund stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 7 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q1 2017 and 8 closed out, a net change of -1 holder.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q1 2017 was Sit Investment Associates, an estimated $5.39M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q1 2017 was 1607 Capital Partners, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2017.