We are live on ! Find out more
FAM

First Trust/abrdn Global Opportunity Income Fund
FAM

Delisted

FAM was delisted on the 20th of September, 2024.

Back to rankings

37 hedge funds and large institutions have $22.9M invested in First Trust/abrdn Global Opportunity Income Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

21% more capital invested

Capital invested by funds: $18.9M → $22.9M (+$3.99M)

6% more funds holding

Funds holding: 35 → 37 (+2)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Clough Capital Partners
Massachusetts
+$722K
2
KIM
Karpus Investment Management
New York
+$575K
3
Morgan Stanley
Morgan Stanley
New York
+$570K
4
RCM
Rivernorth Capital Management
Florida
+$550K
5
Wells Fargo
Wells Fargo
California
+$395K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$427K
2
NA
NewEdge Advisors
Louisiana
-$301K
3
Osaic Holdings
Osaic Holdings
Arizona
-$236K
4
SFS
Shaker Financial Services
Virginia
-$225K
5
OA
Oxbow Advisors
Texas
-$147K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$101K +$92.8K +15,999 New
LCM
27
Landscape Capital Management
New Jersey
$93.3K +$86K +14,834 New
Jane Street
28
Jane Street
New York
$87K +$80.2K +13,836 New
Mariner
29
Mariner
Kansas
$76.4K – – –
GI
30
Gradient Investments
Minnesota
$72.7K – – –
CIA
31
Capital Investment Advisors
Georgia
$72.6K -$4.6K -794 -6%
WS
32
Wedbush Securities
California
$72K – – –
CAS
33
Coppell Advisory Solutions
Texas
$23.9K +$22K +3,800 New
JP Morgan Chase
34
JP Morgan Chase
New York
$13.5K +$9.69K +1,671 +347%
BWM
35
Baystate Wealth Management
Massachusetts
$3.21K +$2.96K +510 New
AWM
36
Avior Wealth Management
Nebraska
$2.04K +$58 +10 +3%
SPIA
37
Steward Partners Investment Advisory
New York
$1.58K – – –
SFS
38
Shaker Financial Services
Virginia
– -$225K -39,426 Closed
HH
39
Hilltop Holdings
Texas
– -$81.3K -14,259 Closed
OP
40
ORG Partners
Indiana
– -$22.8K -4,004 Closed
US Bancorp
41
US Bancorp
Minnesota
– -$2.49K -437 Closed
HCM
42
Hollencrest Capital Management
California
– -$576 -101 Closed
1
2

FAM Hedge Fund Activity: Q4 2023 in Review

37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q4 2023, worth a combined $22.9M — up 21% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FAM positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Clough Capital Partners, opening a new position worth an estimated $722K. The largest seller was LPL Financial, cutting an estimated $427K.

  • 37 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $22.9M of First Trust/abrdn Global Opportunity Income Fund stock for Q4 2023, up 21% quarter-over-quarter.
  • 7 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q4 2023 and 5 closed out, a net change of +2 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q4 2023 was Clough Capital Partners, an estimated $722K added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q4 2023 was LPL Financial, an estimated $427K sold.

Based on aggregated 13F filings for Q4 2023.