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FEO

First Trust/abrdn Emerging Opportunity Fund

Delisted

FEO was delisted on the 1st of December, 2022.

24 hedge funds and large institutions have $26.9M invested in First Trust/abrdn Emerging Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

9% more funds holding

Funds holding: 2224 (+2)

5% less capital invested

Capital invested by funds: $28.2M → $26.9M (-$1.3M)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$10.7M -$1.85M -113,234 -15%
1CP
2
1607 Capital Partners
Virginia
$3.49M -$405K -24,842 -10%
Wells Fargo
3
Wells Fargo
California
$3.41M -$256K -15,707 -7%
Morgan Stanley
4
Morgan Stanley
New York
$3.22M +$368K +22,572 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.62M -$230K -14,107 -12%
WAM
6
Wolverine Asset Management
Illinois
$835K +$835K +51,176 New
UBS Group
7
UBS Group
Switzerland
$672K +$33.7K +2,065 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$441K +$2.27K +139 +0.5%
CA
9
Cornerstone Advisors
North Carolina
$345K +$345K +21,127 New
Bank of America
10
Bank of America
North Carolina
$246K -$25.1K -1,540 -9%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$230K +$227K +13,900 +7,202%
DAS
12
Dynamic Advisor Solutions
Arizona
$222K +$3.67K +225 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$211K +$2.22K +136 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$211K +$5.6K +343 +3%
FAAS
15
First Allied Advisory Services
California
$210K +$3.93K +241 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$180K -$12.5K -764 -6%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$180K +$1.27K +78 +0.7%
AAM
18
Advisors Asset Management
Colorado
$170K -$9.42K -577 -5%
Invesco
19
Invesco
Georgia
$166K +$166K +10,167 New
AG
20
Advisor Group
Arizona
$118K +$84.9K +5,200 +260%
IA
21
IFP Advisors
Florida
$19K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$9K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4K
US Bancorp
24
US Bancorp
Minnesota
$3K
HR
25
Howe & Rusling
New York
-$1K -87 Closed

FEO Hedge Fund Activity: Q4 2017 in Review

24 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Emerging Opportunity Fund (FEO) for Q4 2017, worth a combined $26.9M — down 4.6% from $28.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FEO positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $835K. The largest seller was Lazard Asset Management, cutting an estimated $1.85M.

  • 24 institutional investors held First Trust/abrdn Emerging Opportunity Fund (FEO) as of Q4 2017, up from 22 in Q3 2017.
  • Funds reported $26.9M of First Trust/abrdn Emerging Opportunity Fund stock for Q4 2017, down 4.6% quarter-over-quarter.
  • 3 funds opened new First Trust/abrdn Emerging Opportunity Fund positions in Q4 2017 and 1 closed out, a net change of +2 holders.
  • The largest First Trust/abrdn Emerging Opportunity Fund buyer in Q4 2017 was Wolverine Asset Management, an estimated $835K added.
  • The largest First Trust/abrdn Emerging Opportunity Fund seller in Q4 2017 was Lazard Asset Management, an estimated $1.85M sold.

Based on aggregated 13F filings for Q4 2017.