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FAM

First Trust/abrdn Global Opportunity Income Fund

Delisted

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

43 hedge funds and large institutions have $49.6M invested in First Trust/abrdn Global Opportunity Income Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

10% more funds holding

Funds holding: 3943 (+4)

2% more capital invested

Capital invested by funds: $48.9M → $49.6M (+$782K)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$14.9M +$2.78M +301,433 +23%
Wells Fargo
2
Wells Fargo
California
$5.63M +$1.7M +184,596 +44%
OA
3
Oxbow Advisors
Texas
$3.49M +$626K +67,805 +22%
Invesco
4
Invesco
Georgia
$3.3M -$310K -33,604 -9%
SCM
5
Saba Capital Management
New York
$2.57M +$2.38M +257,711 +1,599%
AAM
6
Advisors Asset Management
Colorado
$1.84M -$73K -7,914 -4%
CRC
7
Curi RMB Capital
Illinois
$1.64M -$142K -15,400 -8%
UBS Group
8
UBS Group
Switzerland
$1.53M -$122K -13,174 -7%
Morgan Stanley
9
Morgan Stanley
New York
$1.49M -$43.1K -4,675 -3%
Cohen & Steers
10
Cohen & Steers
New York
$1.39M -$47K -5,094 -3%
Bank of America
11
Bank of America
North Carolina
$1.3M +$319K +34,612 +33%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.27M -$101K -10,965 -7%
RCM
13
Rivernorth Capital Management
Florida
$1.02M +$1M +108,860 New
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$867K +$853K +92,425 New
GC
15
Guggenheim Capital
Illinois
$842K +$209K +22,689 +34%
LPL Financial
16
LPL Financial
California
$839K +$192K +20,784 +30%
SIA
17
Sit Investment Associates
Minnesota
$755K +$519K +56,245 +232%
BI
18
Bulldog Investors
New Jersey
$608K -$6.04M -654,932 -91%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$551K +$32.1K +3,474 +6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$419K +$412K +44,631 New
CIA
21
Capital Investment Advisors
Georgia
$392K +$397 +43 +0.1%
AG
22
Advisor Group
Arizona
$379K +$11K +1,189 +3%
BlackRock
23
BlackRock
New York
$359K
WAM
24
Wolverine Asset Management
Illinois
$242K -$90.2K -9,770 -27%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$238K -$664 -72 -0.3%

FAM Hedge Fund Activity: Q4 2018 in Review

43 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q4 2018, worth a combined $49.6M — up 1.6% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FAM positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.78M. The largest seller was Bulldog Investors, cutting an estimated $6.04M.

  • 43 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q4 2018, up from 39 in Q3 2018.
  • Funds reported $49.6M of First Trust/abrdn Global Opportunity Income Fund stock for Q4 2018, up 1.6% quarter-over-quarter.
  • 8 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q4 2018 and 4 closed out, a net change of +4 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $2.78M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q4 2018 was Bulldog Investors, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2018.