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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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39 hedge funds and large institutions have $22.1M invested in First Trust/abrdn Global Opportunity Income Fund in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

13% less funds holding

Funds holding: 45 → 39 (-6)

20% less capital invested

Capital invested by funds: $27.8M → $22.1M (-$5.67M)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
39
Holders Change
-6
Holders Change %
-13.33%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
16
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$306K
2
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$258K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$141K
4
LPL Financial
LPL Financial
California
+$137K
5
GC
Guggenheim Capital
Illinois
+$99.1K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$4.75M
2
SIA
Sit Investment Associates
Minnesota
-$667K
3
AAM
Advisors Asset Management
Colorado
-$391K
4
Invesco
Invesco
Georgia
-$181K
5
Wells Fargo
Wells Fargo
California
-$166K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$145K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$140K +$141K +13,814 New
SPIA
28
Steward Partners Investment Advisory
New York
$139K +$8.72K +857 +7%
NGA
29
Naples Global Advisors
Florida
$134K – – –
CAS
30
Cascadia Advisory Services
Oregon
$123K – – –
SWM
31
SeaCrest Wealth Management
New York
$116K -$28.1K -2,758 -19%
MA
32
MONECO Advisors
Connecticut
$114K -$6.82K -670 -6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$114K – – –
HI
34
Harbour Investments
Wisconsin
$26K -$2.65K -260 -9%
US Bancorp
35
US Bancorp
Minnesota
$7K – – –
APA
36
American Portfolios Advisors
New York
$5.07K – – –
PB
37
Pinnacle Bancorp
Nebraska
$3K – – –
AWM
38
Avior Wealth Management
Nebraska
$2K +$61 +6 +2%
KIM
39
Karpus Investment Management
New York
– -$4.75M -464,399 Closed
Invesco
40
Invesco
Georgia
– -$181K -17,633 Closed
Northern Trust
41
Northern Trust
Illinois
– -$2K -17,215 Closed
RFN
42
RDA Financial Network
Iowa
– -$122K -11,900 Closed
CWC
43
Carolinas Wealth Consulting
North Carolina
– -$67K -6,524 Closed
FIA
44
FNY Investment Advisers
New York
– -$40K -4,000 Closed
WP
45
WealthShield Partners
North Carolina
– -$38K -3,700 Closed
Citigroup
46
Citigroup
New York
– -$488 -48 -91%
1
2

FAM Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q3 2021, worth a combined $22.1M — down 20% from $27.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FAM and 1 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 16 added.

The largest buyer was Osaic Holdings, adding an estimated $306K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $4.75M sold.

  • 39 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q3 2021, down from 45 in Q2 2021.
  • Funds reported $22.1M of First Trust/abrdn Global Opportunity Income Fund stock for Q3 2021, down 20% quarter-over-quarter.
  • 1 fund opened new First Trust/abrdn Global Opportunity Income Fund positions in Q3 2021 and 7 closed out, a net change of -6 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q3 2021 was Osaic Holdings, an estimated $306K added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q3 2021 was Karpus Investment Management, an estimated $4.75M sold.

Based on aggregated 13F filings for Q3 2021.