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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 $61.4M invested in First Trust/abrdn Global Opportunity Income Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more funds holding

Funds holding: 46 → 47 (+1)

3% more capital invested

Capital invested by funds: $59.6M → $61.4M (+$1.8M)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Shelton Capital Management
Colorado
+$4.45M
2
SFS
Shaker Financial Services
Virginia
+$1.6M
3
KIM
Karpus Investment Management
New York
+$1.48M
4
GC
Guggenheim Capital
Illinois
+$140K
5
CWC
Carolinas Wealth Consulting
North Carolina
+$65.7K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$1.46M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.45M
3
Invesco
Invesco
Georgia
-$335K
4
AAM
Advisors Asset Management
Colorado
-$158K
5
AWM
Adams Wealth Management
Utah
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
26
Centiva Capital
New York
$191K – – –
DAS
27
Dynamic Advisor Solutions
Arizona
$172K +$9.66K +959 +6%
CFGS
28
Concourse Financial Group Securities
Alabama
$169K +$24.2K +2,403 +16%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$158K – – –
NGA
30
Naples Global Advisors
Florida
$153K -$3.73K -370 -2%
WA
31
Winfield Associates
Ohio
$151K -$23.7K -2,352 -13%
Bank of America
32
Bank of America
North Carolina
$140K -$7.15K -710 -5%
RFN
33
RDA Financial Network
Iowa
$130K – – –
CAS
34
Cascadia Advisory Services
Oregon
$116K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$108K – – –
FAAS
36
First Allied Advisory Services
California
$107K +$9.12K +905 +9%
IFG
37
Independent Financial Group
California
$104K +$635 +63 +0.6%
AWM
38
Adams Wealth Management
Utah
$85K -$114K -11,326 -56%
CWC
39
Carolinas Wealth Consulting
North Carolina
$62K +$65.7K +6,524 New
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$60K +$20.7K +2,052 +48%
US Bancorp
41
US Bancorp
Minnesota
$12K – – –
PB
42
Pinnacle Bancorp
Nebraska
$7K – – –
FFA
43
Founders Financial Alliance
North Carolina
$7K +$7.15K +710 New
Barclays
44
Barclays
United Kingdom
$5K +$4.68K +465 New
APA
45
American Portfolios Advisors
New York
$4.79K – – –
AWM
46
Avior Wealth Management
Nebraska
$2K +$50 +5 +2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
– -$1.45M -145,836 Closed
WAM
48
Wolverine Asset Management
Illinois
– -$71K -7,228 Closed
CAN
49
Cetera Advisor Networks
California
– -$10K -1,021 Closed
CFB
50
Cullen/Frost Bankers
Texas
– -$2K -250 Closed
1
2
3

FAM Hedge Fund Activity: Q3 2020 in Review

47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q3 2020, worth a combined $61.4M — up 3% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FAM positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Shelton Capital Management, opening a new position worth an estimated $4.45M. The largest seller was Sit Investment Associates, cutting an estimated $1.46M.

  • 47 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q3 2020, up from 46 in Q2 2020.
  • Funds reported $61.4M of First Trust/abrdn Global Opportunity Income Fund stock for Q3 2020, up 3% quarter-over-quarter.
  • 5 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q3 2020 and 4 closed out, a net change of +1 holder.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q3 2020 was Shelton Capital Management, an estimated $4.45M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q3 2020 was Sit Investment Associates, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2020.