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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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47 hedge funds and large institutions have $61.4M invested in First Trust/abrdn Global Opportunity Income Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more funds holding

Funds holding: 46 → 47 (+1)

3% more capital invested

Capital invested by funds: $59.6M → $61.4M (+$1.8M)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Shelton Capital Management
Colorado
+$4.45M
2
SFS
Shaker Financial Services
Virginia
+$1.6M
3
KIM
Karpus Investment Management
New York
+$1.48M
4
GC
Guggenheim Capital
Illinois
+$140K
5
CWC
Carolinas Wealth Consulting
North Carolina
+$65.7K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$1.46M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.45M
3
Invesco
Invesco
Georgia
-$335K
4
AAM
Advisors Asset Management
Colorado
-$158K
5
AWM
Adams Wealth Management
Utah
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$33M +$1.48M +146,958 +4%
SCM
2
Shelton Capital Management
Colorado
$4.22M +$4.45M +441,484 New
IA
3
Icon Advisers
Colorado
$4.04M -$48.4K -4,800 -1%
SIA
4
Sit Investment Associates
Minnesota
$2.07M -$1.46M -144,889 -40%
LPL Financial
5
LPL Financial
California
$1.98M +$44.5K +4,420 +2%
SFS
6
Shaker Financial Services
Virginia
$1.97M +$1.6M +158,448 +335%
Invesco
7
Invesco
Georgia
$1.76M -$335K -33,242 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.3M -$19.4K -1,923 -1%
Wells Fargo
9
Wells Fargo
California
$1.19M -$28K -2,779 -2%
UBS Group
10
UBS Group
Switzerland
$1.11M -$57.6K -5,715 -5%
AAM
11
Advisors Asset Management
Colorado
$896K -$158K -15,687 -14%
GC
12
Guggenheim Capital
Illinois
$796K +$140K +13,905 +20%
Osaic Holdings
13
Osaic Holdings
Arizona
$761K -$2.77K -275 -0.3%
Cohen & Steers
14
Cohen & Steers
New York
$751K – – –
OA
15
Oxbow Advisors
Texas
$628K – – –
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$528K +$21.2K +2,100 +4%
DWM
17
Dakota Wealth Management
Florida
$374K – – –
CCP
18
Clough Capital Partners
Massachusetts
$367K – – –
CIA
19
Capital Investment Advisors
Georgia
$299K -$9.98K -991 -3%
PAG
20
Private Advisor Group
New Jersey
$256K – – –
RJA
21
Raymond James & Associates
Florida
$256K +$7.33K +727 +3%
Morgan Stanley
22
Morgan Stanley
New York
$253K +$11.9K +1,180 +5%
Ameriprise
23
Ameriprise
Minnesota
$230K +$8.48K +842 +4%
BRWA
24
B. Riley Wealth Advisors
Florida
$224K – – –
APW
25
Aurora Private Wealth
New Jersey
$214K +$20.2K +2,000 +10%
1
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FAM Hedge Fund Activity: Q3 2020 in Review

47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q3 2020, worth a combined $61.4M — up 3% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FAM positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Shelton Capital Management, opening a new position worth an estimated $4.45M. The largest seller was Sit Investment Associates, cutting an estimated $1.46M.

  • 47 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q3 2020, up from 46 in Q2 2020.
  • Funds reported $61.4M of First Trust/abrdn Global Opportunity Income Fund stock for Q3 2020, up 3% quarter-over-quarter.
  • 5 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q3 2020 and 4 closed out, a net change of +1 holder.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q3 2020 was Shelton Capital Management, an estimated $4.45M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q3 2020 was Sit Investment Associates, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2020.