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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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32 hedge funds and large institutions have $19.2M invested in First Trust/abrdn Global Opportunity Income Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

13% less capital invested

Capital invested by funds: $22.1M → $19.2M (-$2.94M)

18% less funds holding

Funds holding: 39 → 32 (-7)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
32
Holders Change
-7
Holders Change %
-17.95%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.59M
2
NA
NewEdge Advisors
Louisiana
+$1.49M
3
GC
Guggenheim Capital
Illinois
+$114K
4
OA
Oxbow Advisors
Texas
+$109K
5
Osaic Holdings
Osaic Holdings
Arizona
+$43K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$2.49M
2
RJA
Raymond James & Associates
Florida
-$355K
3
OC
Oppenheimer & Co
New York
-$310K
4
SIA
Sit Investment Associates
Minnesota
-$270K
5
PPA
Parametric Portfolio Associates
Washington
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$105K -$5.46K -547 -5%
CA
27
CoreCap Advisors
Michigan
$81K +$84.2K +8,440 New
HI
28
Harbour Investments
Wisconsin
$25K -$499 -50 -2%
RA
29
Rise Advisors
New York
$20.3K +$21.1K +2,114 New
US Bancorp
30
US Bancorp
Minnesota
$6K – – –
APA
31
American Portfolios Advisors
New York
$4.81K – – –
AWM
32
Avior Wealth Management
Nebraska
$2K +$60 +6 +2%
SFS
33
Shaker Financial Services
Virginia
– -$2.49M -245,827 Closed
RJA
34
Raymond James & Associates
Florida
– -$355K -35,071 Closed
SIA
35
Sit Investment Associates
Minnesota
– -$270K -26,634 Closed
PPA
36
Parametric Portfolio Associates
Washington
– -$260K -25,715 Closed
AAM
37
Advisors Asset Management
Colorado
– -$215K -21,182 Closed
MA
38
MONECO Advisors
Connecticut
– -$114K -11,280 Closed
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
– -$114K -11,261 Closed
PB
40
Pinnacle Bancorp
Nebraska
– -$3K -302 Closed
1
2

FAM Hedge Fund Activity: Q4 2021 in Review

32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q4 2021, worth a combined $19.2M — down 13% from $22.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FAM and 4 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 15 added.

The largest buyer was Ameriprise, adding an estimated $1.59M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.49M sold.

  • 32 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q4 2021, down from 39 in Q3 2021.
  • Funds reported $19.2M of First Trust/abrdn Global Opportunity Income Fund stock for Q4 2021, down 13% quarter-over-quarter.
  • 4 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q4 2021 and 9 closed out, a net change of -5 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q4 2021 was Ameriprise, an estimated $1.59M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q4 2021 was Shaker Financial Services, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2021.