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FAM

First Trust/abrdn Global Opportunity Income Fund

Delisted

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

43 hedge funds and large institutions have $49.6M invested in First Trust/abrdn Global Opportunity Income Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

10% more funds holding

Funds holding: 3943 (+4)

2% more capital invested

Capital invested by funds: $48.9M → $49.6M (+$782K)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$202K +$22.1K +2,400 +13%
CL
27
CSS LLC
Illinois
$188K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$187K -$31.2K -3,384 -14%
AA
29
AQR Arbitrage
Connecticut
$179K +$176K +19,070 New
BRWA
30
B. Riley Wealth Advisors
Florida
$177K +$18.5K +2,000 +12%
NGA
31
Naples Global Advisors
Florida
$166K -$41.8K -4,525 -21%
NL
32
NWAM LLC
Washington
$146K -$7.16K -776 -5%
6M
33
6 Meridian
Kansas
$128K -$2.89K -313 -2%
HighTower Advisors
34
HighTower Advisors
Illinois
$126K
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$110K +$5.5K +596 +5%
LCM
36
Landscape Capital Management
New Jersey
$105K +$103K +11,202 New
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$27K +$26.9K +2,915 New
IA
38
IFP Advisors
Florida
$23K -$11.5K -1,250 -33%
AIM
39
Advantage Investment Management
Iowa
$19K
KL
40
KWMG LLC
Kansas
$11K
PB
41
Pinnacle Bancorp
Nebraska
$10K +$10.2K +1,108 New
APA
42
American Portfolios Advisors
New York
$4.69K
FHA
43
Flagship Harbor Advisors
Massachusetts
$3K +$3.23K +350 New
SFS
44
Shaker Financial Services
Virginia
-$1.66M -173,141 Closed
RCM
45
Robinson Capital Management
Michigan
-$701K -72,954 Closed
HPC
46
HM Payson & Co
Maine
-$144K -15,000 Closed
Citigroup
47
Citigroup
New York
-$13K -1,357 Closed

FAM Hedge Fund Activity: Q4 2018 in Review

43 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q4 2018, worth a combined $49.6M — up 1.6% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FAM positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.78M. The largest seller was Bulldog Investors, cutting an estimated $6.04M.

  • 43 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q4 2018, up from 39 in Q3 2018.
  • Funds reported $49.6M of First Trust/abrdn Global Opportunity Income Fund stock for Q4 2018, up 1.6% quarter-over-quarter.
  • 8 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q4 2018 and 4 closed out, a net change of +4 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $2.78M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q4 2018 was Bulldog Investors, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2018.