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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 $20M invested in First Trust/abrdn Emerging Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 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

4% more funds holding

Funds holding: 2324 (+1)

10% less capital invested

Capital invested by funds: $22.2M → $20M (-$2.27M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% 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
6
Reduced
11
Closed
4
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
$7.64M -$75.3K -5,583 -0.9%
1CP
2
1607 Capital Partners
Virginia
$2.96M +$91.8K +6,800 +3%
Morgan Stanley
3
Morgan Stanley
New York
$2.29M -$277K -20,489 -10%
Wells Fargo
4
Wells Fargo
California
$2.25M -$282K -20,931 -11%
WAM
5
Wolverine Asset Management
Illinois
$862K -$219K -16,219 -20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$782K +$6.01K +445 +0.7%
Invesco
7
Invesco
Georgia
$595K +$219K +16,239 +55%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$582K +$22.2K +1,645 +4%
CRC
9
Curi RMB Capital
Illinois
$572K -$73.6K -5,457 -11%
CA
10
Cornerstone Advisors
North Carolina
$476K +$205K +15,181 +71%
Bank of America
11
Bank of America
North Carolina
$192K -$6.24K -462 -3%
FAAS
12
First Allied Advisory Services
California
$184K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$162K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$158K -$28.8K -2,135 -15%
AG
15
Advisor Group
Arizona
$104K +$9.91K +734 +10%
UBS Group
16
UBS Group
Switzerland
$71K -$234K -17,334 -76%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$37K -$74.1K -5,492 -66%
IA
18
IFP Advisors
Florida
$14K -$1.35K -100 -8%
TC
19
Truvestments Capital
Florida
$10K +$10.1K +750 New
AIS
20
Accurate Investment Solutions
Pennsylvania
$8K +$7.93K +588 New
FHB
21
First Hawaiian Bank
Hawaii
$4K +$4.05K +300 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3K -$39.1K -2,900 -94%
AA
23
Ancora Advisors
Ohio
$3K +$2.82K +209 New
OIA
24
OneDigital Investment Advisors
Kansas
$1K +$553 +41 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$394K -28,969 Closed

FEO Hedge Fund Activity: Q3 2018 in Review

24 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Emerging Opportunity Fund (FEO) for Q3 2018, worth a combined $20M — down 10% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FEO positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Invesco, adding an estimated $219K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $394K sold.

  • 24 institutional investors held First Trust/abrdn Emerging Opportunity Fund (FEO) as of Q3 2018, up from 23 in Q2 2018.
  • Funds reported $20M of First Trust/abrdn Emerging Opportunity Fund stock for Q3 2018, down 10% quarter-over-quarter.
  • 5 funds opened new First Trust/abrdn Emerging Opportunity Fund positions in Q3 2018 and 4 closed out, a net change of +1 holder.
  • The largest First Trust/abrdn Emerging Opportunity Fund buyer in Q3 2018 was Invesco, an estimated $219K added.
  • The largest First Trust/abrdn Emerging Opportunity Fund seller in Q3 2018 was Susquehanna International Group, an estimated $394K sold.

Based on aggregated 13F filings for Q3 2018.