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FEO

First Trust/abrdn Emerging Opportunity Fund

Delisted

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

25 hedge funds and large institutions have $19.6M invested in First Trust/abrdn Emerging Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 2425 (+1)

2% less capital invested

Capital invested by funds: $20M → $19.6M (-$354K)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
11
Closed
3
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
$7.12M -$14.6K -1,175 -0.2%
1CP
2
1607 Capital Partners
Virginia
$2.76M
Wells Fargo
3
Wells Fargo
California
$1.76M -$349K -28,083 -16%
Morgan Stanley
4
Morgan Stanley
New York
$1.7M -$454K -36,531 -21%
WAM
5
Wolverine Asset Management
Illinois
$817K +$12.7K +1,023 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$761K +$32.1K +2,581 +4%
CA
7
Cornerstone Advisors
North Carolina
$717K +$278K +22,389 +61%
Bank of America
8
Bank of America
North Carolina
$597K +$427K +34,348 +233%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$585K +$598K +48,082 New
Invesco
10
Invesco
Georgia
$551K -$4.03K -324 -0.7%
CRC
11
Curi RMB Capital
Illinois
$417K -$119K -9,548 -22%
VCWA
12
Vanguard Capital Wealth Advisors
Colorado
$416K +$426K +34,262 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$374K -$172K -13,856 -31%
PVWM
14
Point View Wealth Management
New Jersey
$300K +$307K +24,680 New
FAAS
15
First Allied Advisory Services
California
$168K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$139K -$12.4K -1,000 -8%
LCM
17
Landscape Capital Management
New Jersey
$136K +$139K +11,218 New
LPL Financial
18
LPL Financial
California
$124K +$127K +10,236 New
AG
19
Advisor Group
Arizona
$91K -$5.71K -459 -6%
UBS Group
20
UBS Group
Switzerland
$44K -$23K -1,847 -34%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$26K -$8.77K -705 -25%
IA
22
IFP Advisors
Florida
$4K -$9.45K -760 -70%
FHB
23
First Hawaiian Bank
Hawaii
$4K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
-$158K -12,097 Closed

FEO Hedge Fund Activity: Q4 2018 in Review

25 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Emerging Opportunity Fund (FEO) for Q4 2018, worth a combined $19.6M — down 1.8% from $20M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FEO positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 11 trimmed.

The largest buyer was Geode Capital Management, opening a new position worth an estimated $598K. The largest seller was Morgan Stanley, cutting an estimated $454K.

  • 25 institutional investors held First Trust/abrdn Emerging Opportunity Fund (FEO) as of Q4 2018, up from 24 in Q3 2018.
  • Funds reported $19.6M of First Trust/abrdn Emerging Opportunity Fund stock for Q4 2018, down 1.8% quarter-over-quarter.
  • 5 funds opened new First Trust/abrdn Emerging Opportunity Fund positions in Q4 2018 and 3 closed out, a net change of +2 holders.
  • The largest First Trust/abrdn Emerging Opportunity Fund buyer in Q4 2018 was Geode Capital Management, an estimated $598K added.
  • The largest First Trust/abrdn Emerging Opportunity Fund seller in Q4 2018 was Morgan Stanley, an estimated $454K sold.

Based on aggregated 13F filings for Q4 2018.