We are live on ! Find out more
FAM

First Trust/abrdn Global Opportunity Income Fund

Delisted

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

32 hedge funds and large institutions have $47M invested in First Trust/abrdn Global Opportunity Income Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

19% more funds holding

Funds holding: 2732 (+5)

14% less capital invested

Capital invested by funds: $54.4M → $47M (-$7.39M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$8.26M -$707K -48,553 -8%
Morgan Stanley
2
Morgan Stanley
New York
$6.74M -$2M -137,501 -23%
Invesco
3
Invesco
Georgia
$6.04M +$300K +20,587 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M +$219K +15,016 +4%
Wells Fargo
5
Wells Fargo
California
$4.55M -$259K -17,797 -5%
B
6
Baird
Wisconsin
$4.14M -$590K -40,537 -12%
TFMS
7
Trust & Fiduciary Management Services
Massachusetts
$2.42M -$113K -7,760 -4%
Cohen & Steers
8
Cohen & Steers
New York
$1.91M +$179K +12,300 +10%
HK
9
Horizon Kinetics
New York
$1.34M -$234K -16,101 -15%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$778K +$26.9K +1,850 +4%
U
11
UBS
Switzerland
$753K -$1.82M -124,720 -71%
DA
12
Doliver Advisors
Texas
$743K +$743K +51,037 New
AAM
13
Advisors Asset Management
Colorado
$733K -$189K -12,984 -20%
LPL Financial
14
LPL Financial
California
$523K -$185K -12,690 -26%
SCM
15
Saba Capital Management
New York
$387K +$387K +26,600 New
AQR Capital Management
16
AQR Capital Management
Connecticut
$327K +$327K +22,450 New
SFS
17
Shaker Financial Services
Virginia
$321K +$322K +22,089 New
AIG
18
American International Group
New York
$315K -$21.2K -1,457 -6%
Goldman Sachs
19
Goldman Sachs
New York
$261K +$261K +17,941 New
ICAS
20
Investors Capital Advisory Services
Massachusetts
$242K +$11.6K +800 +5%
Bank of America
21
Bank of America
North Carolina
$188K -$115K -7,869 -38%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$164K -$43.6K -2,994 -21%
CA
23
Cetera Advisors
Colorado
$163K +$163K +11,230 New
OC
24
Oppenheimer & Co
New York
$158K -$2.98K -205 -2%
Barclays
25
Barclays
United Kingdom
$135K +$87.3K +5,998 +165%

FAM Hedge Fund Activity: Q3 2013 in Review

32 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q3 2013, worth a combined $47M — down 14% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FAM positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $743K. The largest seller was Morgan Stanley, cutting an estimated $2M.

  • 32 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q3 2013, up from 27 in Q2 2013.
  • Funds reported $47M of First Trust/abrdn Global Opportunity Income Fund stock for Q3 2013, down 14% quarter-over-quarter.
  • 7 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q3 2013 and 2 closed out, a net change of +5 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q3 2013 was Doliver Advisors, an estimated $743K added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q3 2013 was Morgan Stanley, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2013.