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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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46 hedge funds and large institutions have $63.5M invested in First Trust/abrdn Global Opportunity Income Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $61.4M → $63.5M (+$2.12M)

2% less funds holding

Funds holding: 47 → 46 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.28M
2
LPL Financial
LPL Financial
California
+$934K
3
OC
Oppenheimer & Co
New York
+$274K
4
GC
Guggenheim Capital
Illinois
+$195K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$177K

Top Sellers

Rank Fund Capital Flow
1
SCM
Shelton Capital Management
Colorado
-$4.22M
2
IA
Icon Advisers
Colorado
-$2.18M
3
Invesco
Invesco
Georgia
-$1.48M
4
KIM
Karpus Investment Management
New York
-$774K
5
CCP
Clough Capital Partners
Massachusetts
-$367K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$187K +$177K +17,681 New
WA
27
Winfield Associates
Ohio
$166K – – –
Bank of America
28
Bank of America
North Carolina
$162K +$7.33K +731 +5%
RA
29
Reby Advisors
Connecticut
$152K +$144K +14,360 New
RFN
30
RDA Financial Network
Iowa
$143K – – –
HH
31
Hilltop Holdings
Texas
$143K +$136K +13,601 New
NGA
32
Naples Global Advisors
Florida
$140K -$27.3K -2,720 -17%
LCM
33
Landscape Capital Management
New Jersey
$120K +$114K +11,400 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$119K – – –
IFG
35
Independent Financial Group
California
$116K +$1.93K +192 +2%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$113K -$58K -5,790 -35%
GRP
37
Global Retirement Partners
California
$97K +$91.7K +9,147 New
CWC
38
Carolinas Wealth Consulting
North Carolina
$69K – – –
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$67K +$592 +59 +0.9%
US Bancorp
40
US Bancorp
Minnesota
$13K – – –
FPCG
41
Fort Pitt Capital Group
Pennsylvania
$11K +$10K +1,000 New
PB
42
Pinnacle Bancorp
Nebraska
$7K – – –
CB
43
Community Bank
New York
$6K +$5.92K +590 New
APA
44
American Portfolios Advisors
New York
$5.28K – – –
AWM
45
Avior Wealth Management
Nebraska
$2K +$60 +6 +3%
AWA
46
Arkadios Wealth Advisors
Georgia
$2K +$2.45K +244 New
SCM
47
Shelton Capital Management
Colorado
– -$4.22M -441,484 Closed
CCP
48
Clough Capital Partners
Massachusetts
– -$367K -38,387 Closed
PAG
49
Private Advisor Group
New Jersey
– -$256K -26,727 Closed
CC
50
Centiva Capital
New York
– -$191K -20,000 Closed
1
2
3

FAM Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q4 2020, worth a combined $63.5M — up 3.5% from $61.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FAM positions and 8 closed out — a net gain of 1 holder — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.28M. The largest seller was Shelton Capital Management, exiting entirely with an estimated $4.22M sold.

  • 46 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q4 2020, down from 47 in Q3 2020.
  • Funds reported $63.5M of First Trust/abrdn Global Opportunity Income Fund stock for Q4 2020, up 3.5% quarter-over-quarter.
  • 9 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q4 2020 and 8 closed out, a net change of +1 holder.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $4.28M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q4 2020 was Shelton Capital Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q4 2020.