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FAM

First Trust/abrdn Global Opportunity Income Fund

Delisted

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

39 hedge funds and large institutions have $17.5M invested in First Trust/abrdn Global Opportunity Income Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

45% more capital invested

Capital invested by funds: $12M → $17.5M (+$5.44M)

18% more funds holding

Funds holding: 3339 (+6)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$3.42M +$3.04M +539,559 +1,774%
LPL Financial
2
LPL Financial
California
$2.85M +$158K +28,022 +6%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$1.25M +$61.7K +10,948 +6%
MC
4
Matisse Capital
Oregon
$1.12M +$1.06M +187,356 New
NA
5
NewEdge Advisors
Louisiana
$1.02M -$24.2K -4,300 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$982K +$922K +163,670 New
Osaic Holdings
7
Osaic Holdings
Arizona
$863K -$1.49K -264 -0.2%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$799K +$751K +133,191 New
OA
9
Oxbow Advisors
Texas
$711K -$389K -69,085 -37%
UBS Group
10
UBS Group
Switzerland
$563K -$62.7K -11,133 -11%
Bank of America
11
Bank of America
North Carolina
$529K +$348K +61,754 +234%
Morgan Stanley
12
Morgan Stanley
New York
$468K +$136K +24,155 +45%
SCM
13
Saba Capital Management
New York
$405K +$380K +67,506 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$369K +$26.3K +4,664 +8%
Wells Fargo
15
Wells Fargo
California
$225K -$30.2K -5,364 -13%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$194K +$182K +32,297 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$182K +$902 +160 +0.5%
DAS
18
Dynamic Advisor Solutions
Arizona
$172K +$5.97K +1,060 +4%
SA
19
SFI Advisors
New Jersey
$157K
Ameriprise
20
Ameriprise
Minnesota
$147K -$1.93M -342,463 -93%
BRWA
21
B. Riley Wealth Advisors
Florida
$134K
SWM
22
SeaCrest Wealth Management
New York
$126K
ASN
23
Advisory Services Network
Georgia
$123K +$7.49K +1,329 +7%
GC
24
Guggenheim Capital
Illinois
$115K -$266K -47,160 -71%
HH
25
Hilltop Holdings
Texas
$92.8K -$3.05K -542 -3%

FAM Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q4 2022, worth a combined $17.5M — up 45% from $12M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FAM positions and 3 closed out — a net gain of 7 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.04M. The largest seller was Ameriprise, cutting an estimated $1.93M.

  • 39 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q4 2022, up from 33 in Q3 2022.
  • Funds reported $17.5M of First Trust/abrdn Global Opportunity Income Fund stock for Q4 2022, up 45% quarter-over-quarter.
  • 10 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q4 2022 and 3 closed out, a net change of +7 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $3.04M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q4 2022 was Ameriprise, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2022.