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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 $17.5M invested in First Trust/abrdn Global Opportunity Income Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

45% more capital invested

Capital invested by funds: $12M → $17.5M (+$5.44M)

18% more funds holding

Funds holding: 33 → 39 (+6)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$3.04M
2
MC
Matisse Capital
Oregon
+$1.06M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$922K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$751K
5
SCM
Saba Capital Management
New York
+$380K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.93M
2
OA
Oxbow Advisors
Texas
-$389K
3
GC
Guggenheim Capital
Illinois
-$266K
4
SFS
Shaker Financial Services
Virginia
-$213K
5
WAM
Wolverine Asset Management
Illinois
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$88K -$8.75K -1,553 -10%
FFA
27
Founders Financial Alliance
North Carolina
$79.7K +$828 +147 +1%
Mariner
28
Mariner
Kansas
$73K – – –
LCM
29
Landscape Capital Management
New Jersey
$70.2K +$65.9K +11,694 New
CA
30
CoreCap Advisors
Michigan
$57.9K +$54.4K +9,655 New
SWM
31
Spire Wealth Management
Virginia
$56K +$12.8K +2,277 +32%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$24K +$22.5K +4,000 New
RA
33
Rise Advisors
New York
$14K +$310 +55 +2%
US Bancorp
34
US Bancorp
Minnesota
$3.94K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$2.96K -$30.9K -5,484 -92%
AWM
36
Avior Wealth Management
Nebraska
$1.74K +$39 +7 +2%
HI
37
Harbour Investments
Wisconsin
$1.5K -$4.99K -885 -78%
TRCT
38
Tower Research Capital (TRC)
New York
$1K +$733 +130 New
HCM
39
Hollencrest Capital Management
California
$606 +$569 +101 New
SFS
40
Shaker Financial Services
Virginia
– -$213K -38,972 Closed
WAM
41
Wolverine Asset Management
Illinois
– -$131K -24,001 Closed
OC
42
Oppenheimer & Co
New York
– -$128K -23,428 Closed
1
2

FAM Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q4 2022, worth a combined $17.5M — up 45% from $12M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FAM positions and 3 closed out — a net gain of 7 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.04M. The largest seller was Ameriprise, cutting an estimated $1.93M.

  • 39 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q4 2022, up from 33 in Q3 2022.
  • Funds reported $17.5M of First Trust/abrdn Global Opportunity Income Fund stock for Q4 2022, up 45% quarter-over-quarter.
  • 10 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q4 2022 and 3 closed out, a net change of +7 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $3.04M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q4 2022 was Ameriprise, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2022.