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FAM

First Trust/abrdn Global Opportunity Income Fund

Delisted

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

46 hedge funds and large institutions have $59.6M invested in First Trust/abrdn Global Opportunity Income Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $52.9M → $59.6M (+$6.67M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 4546 (+1)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$32.7M +$2.47M +263,450 +9%
IA
2
Icon Advisers
Colorado
$4.24M
SIA
3
Sit Investment Associates
Minnesota
$3.58M
Invesco
4
Invesco
Georgia
$2.16M +$234K +24,899 +13%
LPL Financial
5
LPL Financial
California
$2.01M +$38.9K +4,143 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.45M +$160K +17,106 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.36M -$17.9K -1,904 -1%
Wells Fargo
8
Wells Fargo
California
$1.26M -$16.4K -1,747 -1%
UBS Group
9
UBS Group
Switzerland
$1.21M -$35.5K -3,783 -3%
AAM
10
Advisors Asset Management
Colorado
$1.08M -$649K -69,254 -39%
Osaic Holdings
11
Osaic Holdings
Arizona
$792K -$72.9K -7,770 -9%
Cohen & Steers
12
Cohen & Steers
New York
$779K
GC
13
Guggenheim Capital
Illinois
$687K +$110K +11,733 +20%
OA
14
Oxbow Advisors
Texas
$650K -$902K -96,168 -59%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$515K +$15.9K +1,696 +3%
SFS
16
Shaker Financial Services
Virginia
$469K +$126K +13,466 +40%
DWM
17
Dakota Wealth Management
Florida
$388K -$2.84K -303 -0.8%
CCP
18
Clough Capital Partners
Massachusetts
$381K -$40.9K -4,360 -10%
CIA
19
Capital Investment Advisors
Georgia
$320K -$11.6K -1,237 -4%
PAG
20
Private Advisor Group
New Jersey
$265K
RJA
21
Raymond James & Associates
Florida
$258K +$244K +26,003 New
Morgan Stanley
22
Morgan Stanley
New York
$251K -$15.8K -1,682 -6%
BRWA
23
B. Riley Wealth Advisors
Florida
$232K
Ameriprise
24
Ameriprise
Minnesota
$230K +$27.8K +2,964 +15%
APW
25
Aurora Private Wealth
New Jersey
$202K -$27.4K -2,925 -13%

FAM Hedge Fund Activity: Q2 2020 in Review

46 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q2 2020, worth a combined $59.6M — up 13% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FAM positions and 8 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.47M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.15M sold.

  • 46 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q2 2020, up from 45 in Q1 2020.
  • Funds reported $59.6M of First Trust/abrdn Global Opportunity Income Fund stock for Q2 2020, up 13% quarter-over-quarter.
  • 9 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q2 2020 and 8 closed out, a net change of +1 holder.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q2 2020 was Karpus Investment Management, an estimated $2.47M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q2 2020 was Rivernorth Capital Management, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2020.