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FEO

First Trust/abrdn Emerging Opportunity Fund

Delisted

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

21 hedge funds and large institutions have $25.5M invested in First Trust/abrdn Emerging Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $21.3M → $25.5M (+$4.29M)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
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
$10.1M -$39.8K -3,000 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$4.21M +$189K +14,265 +5%
COLIM
3
City of London Investment Management
United Kingdom
$2.69M -$29.5K -2,221 -1%
Wells Fargo
4
Wells Fargo
California
$2.58M -$173K -13,007 -7%
1CP
5
1607 Capital Partners
Virginia
$2.24M +$329K +24,750 +19%
PAG
6
Private Advisor Group
New Jersey
$1.06M -$63.1K -4,753 -6%
SFS
7
Shaker Financial Services
Virginia
$567K +$156K +11,751 +42%
Osaic Holdings
8
Osaic Holdings
Arizona
$472K +$36.2K +2,729 +9%
Invesco
9
Invesco
Georgia
$324K +$44.5K +3,354 +17%
PVWM
10
Point View Wealth Management
New Jersey
$278K -$6.49K -489 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$253K -$81.8K -6,157 -26%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$208K +$9.97K +751 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$162K -$5.97K -450 -4%
Bank of America
14
Bank of America
North Carolina
$99K +$8.78K +661 +11%
GRP
15
Global Retirement Partners
California
$99K +$92.1K +6,937 New
UBS Group
16
UBS Group
Switzerland
$86K -$58.8K -4,431 -42%
FIA
17
FNY Investment Advisers
New York
$31K +$29.5K +2,224 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$27K
TC
19
Truvestments Capital
Florida
$11K
IAIM
20
International Assets Investment Management
Florida
$7K +$6.85K +516 New
LPL Financial
21
LPL Financial
California
-$163K -13,497 Closed
WAM
22
Wolverine Asset Management
Illinois
-$15K -1,288 Closed
AA
23
Ancora Advisors
Ohio
-$3K -209 Closed

FEO Hedge Fund Activity: Q4 2020 in Review

21 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust/abrdn Emerging Opportunity Fund (FEO) for Q4 2020, worth a combined $25.5M — up 20% from $21.3M a quarter earlier.

Fund positioning in FEO was balanced in Q4 2020: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 8 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $329K. The largest seller was Wells Fargo, cutting an estimated $173K.

  • 21 institutional investors held First Trust/abrdn Emerging Opportunity Fund (FEO) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $25.5M of First Trust/abrdn Emerging Opportunity Fund stock for Q4 2020, up 20% quarter-over-quarter.
  • 3 funds opened new First Trust/abrdn Emerging Opportunity Fund positions in Q4 2020 and 3 closed out, a net change of 0 holders.
  • The largest First Trust/abrdn Emerging Opportunity Fund buyer in Q4 2020 was 1607 Capital Partners, an estimated $329K added.
  • The largest First Trust/abrdn Emerging Opportunity Fund seller in Q4 2020 was Wells Fargo, an estimated $173K sold.

Based on aggregated 13F filings for Q4 2020.