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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 $21.4M invested in First Trust/abrdn Emerging Opportunity Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $17.5M → $21.4M (+$3.89M)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
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
$8.42M +$89.8K +8,152 +1%
Morgan Stanley
2
Morgan Stanley
New York
$3.15M +$114K +10,315 +4%
Wells Fargo
3
Wells Fargo
California
$2.31M -$182K -16,528 -8%
COLIM
4
City of London Investment Management
United Kingdom
$2.02M +$960K +87,111 +104%
1CP
5
1607 Capital Partners
Virginia
$1.55M -$11K -1,000 -0.8%
PAG
6
Private Advisor Group
New Jersey
$932K +$28K +2,540 +3%
MC
7
Matisse Capital
Oregon
$350K
Invesco
8
Invesco
Georgia
$325K -$1.92K -174 -0.6%
WAM
9
Wolverine Asset Management
Illinois
$321K +$136K +12,334 +83%
Osaic Holdings
10
Osaic Holdings
Arizona
$304K +$44.5K +4,037 +19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$287K -$327K -29,646 -55%
SFS
12
Shaker Financial Services
Virginia
$265K -$13K -1,176 -5%
PVWM
13
Point View Wealth Management
New Jersey
$251K -$11K -997 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$230K +$215K +19,510 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$149K +$13.2K +1,200 +10%
LPL Financial
16
LPL Financial
California
$129K +$1.51K +137 +1%
SCM
17
Saba Capital Management
New York
$127K
Bank of America
18
Bank of America
North Carolina
$90K -$134K -12,139 -61%
UBS Group
19
UBS Group
Switzerland
$88K -$21.5K -1,955 -21%
CCA
20
Column Capital Advisors
Indiana
$28K +$27K +2,450 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$27K
BFEC
22
Benjamin F. Edwards & Company
Missouri
$25K
TC
23
Truvestments Capital
Florida
$8K
AA
24
Ancora Advisors
Ohio
$2K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$351K -35,383 Closed

FEO Hedge Fund Activity: Q2 2020 in Review

24 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Emerging Opportunity Fund (FEO) for Q2 2020, worth a combined $21.4M — up 22% from $17.5M a quarter earlier.

Fund positioning in FEO was balanced in Q2 2020: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $960K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $351K sold.

  • 24 institutional investors held First Trust/abrdn Emerging Opportunity Fund (FEO) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $21.4M of First Trust/abrdn Emerging Opportunity Fund stock for Q2 2020, up 22% quarter-over-quarter.
  • 2 funds opened new First Trust/abrdn Emerging Opportunity Fund positions in Q2 2020 and 2 closed out, a net change of 0 holders.
  • The largest First Trust/abrdn Emerging Opportunity Fund buyer in Q2 2020 was City of London Investment Management, an estimated $960K added.
  • The largest First Trust/abrdn Emerging Opportunity Fund seller in Q2 2020 was Susquehanna International Group, an estimated $351K sold.

Based on aggregated 13F filings for Q2 2020.