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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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38 hedge funds and large institutions have $51.3M invested in First Trust/abrdn Global Opportunity Income Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 36 → 38 (+2)

7% less capital invested

Capital invested by funds: $54.9M → $51.3M (-$3.62M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.17M
2
Wells Fargo
Wells Fargo
California
+$853K
3
Morgan Stanley
Morgan Stanley
New York
+$546K
4
UBS Group
UBS Group
Switzerland
+$461K
5
GC
Guggenheim Capital
Illinois
+$406K

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$4.45M
2
WAM
Wolverine Asset Management
Illinois
-$764K
3
KIM
Karpus Investment Management
New York
-$760K
4
MC
Matisse Capital
Oregon
-$289K
5
CRC
Curi RMB Capital
Illinois
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
26
HM Payson & Co
Maine
$171K – – –
LCM
27
Laurion Capital Management
New York
$156K +$157K +13,676 New
MC
28
Matisse Capital
Oregon
$137K -$289K -25,100 -68%
AIA
29
Allegis Investment Advisors
Idaho
$135K – – –
WS
30
Wedbush Securities
California
$123K -$72.9K -6,333 -37%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$116K -$40.9K -3,556 -26%
IA
32
IFP Advisors
Florida
$44K – – –
AIM
33
Advantage Investment Management
Iowa
$23K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$8K +$8.34K +724 New
APA
35
American Portfolios Advisors
New York
$5.7K – – –
MOS
36
MGO One Seven
Ohio
$1K – – –
OA
37
Oxbow Advisors
Texas
– -$4.45M -381,407 Closed
WAM
38
Wolverine Asset Management
Illinois
– -$764K -65,529 Closed
WTB
39
Washington Trust Bank
Washington
– -$27K -2,300 Closed
SEI Investments
40
SEI Investments
Pennsylvania
– +$299 +26 New
1
2

FAM Hedge Fund Activity: Q1 2018 in Review

38 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q1 2018, worth a combined $51.3M — down 6.6% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FAM positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Invesco, adding an estimated $1.17M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $4.45M sold.

  • 38 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q1 2018, up from 36 in Q4 2017.
  • Funds reported $51.3M of First Trust/abrdn Global Opportunity Income Fund stock for Q1 2018, down 6.6% quarter-over-quarter.
  • 5 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q1 2018 was Invesco, an estimated $1.17M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q1 2018 was Oxbow Advisors, an estimated $4.45M sold.

Based on aggregated 13F filings for Q1 2018.