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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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47 hedge funds and large institutions have $54.7M invested in First Trust/abrdn Global Opportunity Income Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 43 → 47 (+4)

5% more capital invested

Capital invested by funds: $52M → $54.7M (+$2.7M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$6.08M
2
SIA
Sit Investment Associates
Minnesota
+$698K
3
LPL Financial
LPL Financial
California
+$445K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$372K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$186K

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$2.29M
2
Wells Fargo
Wells Fargo
California
-$1.56M
3
SCM
Saba Capital Management
New York
-$1M
4
CRC
Curi RMB Capital
Illinois
-$716K
5
Bank of America
Bank of America
North Carolina
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$190K -$4.47K -447 -2%
NGA
27
Naples Global Advisors
Florida
$166K -$11.5K -1,150 -7%
NL
28
NWAM LLC
Washington
$157K – – –
HPC
29
HM Payson & Co
Maine
$156K – – –
DAS
30
Dynamic Advisor Solutions
Arizona
$154K +$148K +14,830 New
FHA
31
First Horizon Advisors
Tennessee
$148K +$143K +14,300 New
CFGS
32
Concourse Financial Group Securities
Alabama
$142K +$109K +10,863 +395%
HighTower Advisors
33
HighTower Advisors
Illinois
$141K – – –
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$139K +$6.28K +628 +5%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$131K -$31K -3,094 -20%
AA
36
AQR Arbitrage
Connecticut
$126K -$63.1K -6,310 -34%
RFN
37
RDA Financial Network
Iowa
$126K – – –
TC
38
TownSquare Capital
Utah
$110K +$103K +10,324 New
FIA
39
FNY Investment Advisers
New York
$62K +$60K +6,000 New
AIM
40
Advantage Investment Management
Iowa
$21K – – –
GAM
41
Gemmer Asset Management
California
$17K +$15.9K +1,589 New
RIA
42
Realta Investment Advisors
Delaware
$14K +$13.5K +1,353 New
PB
43
Pinnacle Bancorp
Nebraska
$12K – – –
GWM
44
Geneos Wealth Management
Colorado
$8K +$8.45K +844 New
APA
45
American Portfolios Advisors
New York
$5.2K – – –
FHA
46
Flagship Harbor Advisors
Massachusetts
$3K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$1K +$750 +75 New
BI
48
Bulldog Investors
New Jersey
$391 +$181K +18,129 +93%
CRC
49
Curi RMB Capital
Illinois
– -$716K -71,210 Closed
PAS
50
Park Avenue Securities
New York
– -$266K -26,637 Closed
1
2
3

FAM Hedge Fund Activity: Q2 2019 in Review

47 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q2 2019, worth a combined $54.7M — up 5.2% from $52M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FAM positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $6.08M. The largest seller was Oxbow Advisors, cutting an estimated $2.29M.

  • 47 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q2 2019, up from 43 in Q1 2019.
  • Funds reported $54.7M of First Trust/abrdn Global Opportunity Income Fund stock for Q2 2019, up 5.2% quarter-over-quarter.
  • 9 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q2 2019 and 4 closed out, a net change of +5 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q2 2019 was Karpus Investment Management, an estimated $6.08M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q2 2019 was Oxbow Advisors, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2019.