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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 $25M invested in First Trust/abrdn Global Opportunity Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 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

0% more funds holding

Funds holding: 3838 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

10% less capital invested

Capital invested by funds: $27.9M → $25M (-$2.92M)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
13
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
$8.59M -$353K -55,119 -4%
Bank of America
2
Bank of America
North Carolina
$1.99M +$86.2K +13,466 +4%
RCM
3
Rivernorth Capital Management
Florida
$1.83M +$16.7K +2,611 +0.9%
AIA
4
Absolute Investment Advisers
Florida
$1.64M +$171K +26,799 +12%
Wells Fargo
5
Wells Fargo
California
$1.52M +$127K +19,918 +9%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.32M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.26M +$257K +40,203 +25%
LPL Financial
8
LPL Financial
California
$916K -$97.3K -15,206 -10%
Morgan Stanley
9
Morgan Stanley
New York
$615K -$35.6K -5,560 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$582K -$3.31K -518 -0.6%
UBS Group
11
UBS Group
Switzerland
$558K +$6.6K +1,031 +1%
QL
12
Quarry LP
New York
$451K +$34K +5,309 +8%
RJA
13
Raymond James & Associates
Florida
$365K -$18.9K -2,956 -5%
NA
14
NewEdge Advisors
Louisiana
$359K -$89K -13,904 -20%
MC
15
Matisse Capital
Oregon
$342K -$123K -19,145 -26%
BPA
16
Beacon Pointe Advisors
California
$312K -$10.9K -1,700 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$273K -$17.3K -2,697 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$235K -$504K -78,690 -68%
SFS
19
Shaker Financial Services
Virginia
$191K +$192K +30,069 New
OP
20
ORG Partners
Indiana
$188K +$53.4K +8,351 +39%
DAS
21
Dynamic Advisor Solutions
Arizona
$178K -$6.87K -1,073 -4%
OA
22
Oxbow Advisors
Texas
$172K
FFA
23
Founders Financial Alliance
North Carolina
$157K +$23.7K +3,708 +18%
SA
24
SFI Advisors
New Jersey
$143K -$6.53K -1,020 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$141K -$17.1K -2,668 -11%

FAM Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Global Opportunity Income Fund (FAM) for Q2 2024, worth a combined $25M — down 10% from $27.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FAM positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $257K. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $1.07M sold.

  • 38 institutional investors held First Trust/abrdn Global Opportunity Income Fund (FAM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $25M of First Trust/abrdn Global Opportunity Income Fund stock for Q2 2024, down 10% quarter-over-quarter.
  • 5 funds opened new First Trust/abrdn Global Opportunity Income Fund positions in Q2 2024 and 4 closed out, a net change of +1 holder.
  • The largest First Trust/abrdn Global Opportunity Income Fund buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $257K added.
  • The largest First Trust/abrdn Global Opportunity Income Fund seller in Q2 2024 was Legacy Capital Wealth Partners, an estimated $1.07M sold.

Based on aggregated 13F filings for Q2 2024.