We are live on ! Find out more
FEO

First Trust/abrdn Emerging Opportunity Fund

Delisted

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

23 hedge funds and large institutions have $21.2M invested in First Trust/abrdn Emerging Opportunity Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 2423 (-1)

9% less capital invested

Capital invested by funds: $23.3M → $21.2M (-$2.08M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
10
Closed
2
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
$9.28M
Wells Fargo
2
Wells Fargo
California
$2.89M +$219K +16,094 +8%
1CP
3
1607 Capital Partners
Virginia
$2.76M +$1.36K +100 +0%
COLIM
4
City of London Investment Management
United Kingdom
$1.18M +$36.9K +2,709 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$722K -$11.1K -815 -1%
PAG
6
Private Advisor Group
New Jersey
$624K -$429K -31,445 -41%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$492K +$62.4K +4,574 +14%
Invesco
8
Invesco
Georgia
$471K -$106K -7,783 -18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$377K -$57.5K -4,215 -13%
Morgan Stanley
10
Morgan Stanley
New York
$372K -$476K -34,875 -55%
VCWA
11
Vanguard Capital Wealth Advisors
Colorado
$325K -$42.8K -3,138 -11%
PVWM
12
Point View Wealth Management
New Jersey
$307K -$13.1K -962 -4%
WAM
13
Wolverine Asset Management
Illinois
$287K +$296K +21,703 New
Bank of America
14
Bank of America
North Carolina
$271K -$57.7K -4,231 -17%
FAAS
15
First Allied Advisory Services
California
$200K -$968 -71 -0.5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$156K +$6.14K +450 +4%
LPL Financial
17
LPL Financial
California
$139K -$18.8K -1,381 -12%
UBS Group
18
UBS Group
Switzerland
$129K +$11.1K +813 +9%
AG
19
Advisor Group
Arizona
$109K +$9.55K +700 +9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$96K +$3.41K +250 +4%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$28K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$27K
TC
23
Truvestments Capital
Florida
$10K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$198K -14,061 Closed
OIA
25
OneDigital Investment Advisors
Kansas
-$1K -41 Closed

FEO Hedge Fund Activity: Q3 2019 in Review

23 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Emerging Opportunity Fund (FEO) for Q3 2019, worth a combined $21.2M — down 8.9% from $23.3M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of FEO and 1 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $296K. The largest seller was Morgan Stanley, cutting an estimated $476K.

  • 23 institutional investors held First Trust/abrdn Emerging Opportunity Fund (FEO) as of Q3 2019, down from 24 in Q2 2019.
  • Funds reported $21.2M of First Trust/abrdn Emerging Opportunity Fund stock for Q3 2019, down 8.9% quarter-over-quarter.
  • 1 fund opened new First Trust/abrdn Emerging Opportunity Fund positions in Q3 2019 and 2 closed out, a net change of -1 holder.
  • The largest First Trust/abrdn Emerging Opportunity Fund buyer in Q3 2019 was Wolverine Asset Management, an estimated $296K added.
  • The largest First Trust/abrdn Emerging Opportunity Fund seller in Q3 2019 was Morgan Stanley, an estimated $476K sold.

Based on aggregated 13F filings for Q3 2019.