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FAM

First Trust/abrdn Global Opportunity Income Fund

Delisted

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

38 hedge funds and large institutions have $27.9M invested in First Trust/abrdn Global Opportunity Income Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

22% more capital invested

Capital invested by funds: $22.9M → $27.9M (+$4.98M)

3% more funds holding

Funds holding: 3738 (+1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
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
$9.3M -$271K -42,572 -3%
Bank of America
2
Bank of America
North Carolina
$1.98M +$30.6K +4,818 +2%
RCM
3
Rivernorth Capital Management
Florida
$1.88M +$1.21M +190,632 +201%
AIA
4
Absolute Investment Advisers
Florida
$1.52M +$1.47M +231,222 New
Wells Fargo
5
Wells Fargo
California
$1.45M +$284K +44,668 +25%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.37M +$22.4K +3,531 +2%
LCWP
7
Legacy Capital Wealth Partners
Arkansas
$1.07M +$1.17M +183,772 New
LPL Financial
8
LPL Financial
California
$1.05M -$251K -39,430 -20%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.04M +$802K +126,245 +395%
Osaic Holdings
10
Osaic Holdings
Arizona
$764K +$62.2K +9,781 +9%
Morgan Stanley
11
Morgan Stanley
New York
$676K -$702K -110,543 -52%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$609K -$928 -146 -0.2%
UBS Group
13
UBS Group
Switzerland
$573K +$20.8K +3,268 +4%
MC
14
Matisse Capital
Oregon
$482K -$5.51K -867 -1%
NA
15
NewEdge Advisors
Louisiana
$465K -$102K -16,100 -19%
QL
16
Quarry LP
New York
$434K +$418K +65,832 New
RJA
17
Raymond James & Associates
Florida
$399K +$32.9K +5,175 +9%
BPA
18
Beacon Pointe Advisors
California
$336K -$6.37K -1,003 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$302K +$90.7K +14,272 +45%
CA
20
Cetera Advisors
Colorado
$285K +$173K +27,251 +170%
DAS
21
Dynamic Advisor Solutions
Arizona
$193K -$6.88K -1,082 -4%
OA
22
Oxbow Advisors
Texas
$179K
YCM
23
Yakira Capital Management
Connecticut
$175K +$169K +26,581 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$165K +$17K +2,668 +12%
SA
25
SFI Advisors
New Jersey
$156K

FAM Hedge Fund Activity: Q1 2024 in Review

38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q1 2024, worth a combined $27.9M — up 22% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FAM positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $1.47M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $784K sold.

  • 38 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q1 2024, up from 37 in Q4 2023.
  • Funds reported $27.9M of First Trust/abrdn Global Opportunity Income Fund stock for Q1 2024, up 22% quarter-over-quarter.
  • 6 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q1 2024 was Absolute Investment Advisers, an estimated $1.47M added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q1 2024 was Clough Capital Partners, an estimated $784K sold.

Based on aggregated 13F filings for Q1 2024.