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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 $50.5M invested in First Trust/abrdn Global Opportunity Income Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

5% more funds holding

Funds holding: 38 → 40 (+2)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

1% less capital invested

Capital invested by funds: $51.3M → $50.5M (-$752K)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
+$4.03M
2
Wells Fargo
Wells Fargo
California
+$2.41M
3
CRC
Curi RMB Capital
Illinois
+$1.53M
4
SFS
Shaker Financial Services
Virginia
+$996K
5
AAM
Advisors Asset Management
Colorado
+$703K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.12M
2
Morgan Stanley
Morgan Stanley
New York
-$726K
3
KIM
Karpus Investment Management
New York
-$339K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$218K
5
LCM
Laurion Capital Management
New York
-$156K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Saba Capital Management
New York
$162K – – –
6M
27
6 Meridian
Kansas
$157K -$1.12K -105 -0.7%
HPC
28
HM Payson & Co
Maine
$150K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$103K – – –
WS
30
Wedbush Securities
California
$100K -$8.58K -805 -7%
IA
31
IFP Advisors
Florida
$38K – – –
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$21K -$218K -20,436 -91%
AIM
33
Advantage Investment Management
Iowa
$20K – – –
MGIA
34
Moneta Group Investment Advisors
Missouri
$20K +$21.3K +2,000 New
KL
35
KWMG LLC
Kansas
$12K +$12.2K +1,148 New
APA
36
American Portfolios Advisors
New York
$5.01K – – –
CF
37
Centaurus Financial
California
$4K +$4.54K +426 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.2K +300 New
LCM
39
Laurion Capital Management
New York
– -$156K -13,676 Closed
MC
40
Matisse Capital
Oregon
– -$137K -12,000 Closed
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
– -$8K -724 Closed
1
2

FAM Hedge Fund Activity: Q2 2018 in Review

40 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q2 2018, worth a combined $50.5M — down 1.5% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FAM positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $4.03M. The largest seller was Sit Investment Associates, cutting an estimated $5.12M.

  • 40 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q2 2018, up from 38 in Q1 2018.
  • Funds reported $50.5M of First Trust/abrdn Global Opportunity Income Fund stock for Q2 2018, down 1.5% quarter-over-quarter.
  • 7 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q2 2018 and 3 closed out, a net change of +4 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q2 2018 was Oxbow Advisors, an estimated $4.03M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q2 2018 was Sit Investment Associates, an estimated $5.12M sold.

Based on aggregated 13F filings for Q2 2018.