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FMA

FNY Managed Accounts Portfolio holdings

AUM $83.4M
1-Year Est. Return 11.55%
This Fund
S&P 500
This Quarter Est. Return
+10.85%
1 Year Est. Return
+11.55%
3 Year Est. Return
+14.73%
5 Year Est. Return
+155.96%
10 Year Est. Return
AUM
$118M
AUM Growth
+$8.79M
Cap. Flow
-$6.83M
Cap. Flow %
-5.78%
Top 10 Hldgs %
43.28%
Holding
601
New
309
Increased
62
Reduced
40
Closed
176

Sector Composition

Rank Sector Weight
1 Technology 25.99%
2 Communication Services 16.05%
3 Consumer Staples 12.66%
4 Consumer Discretionary 6.39%
5 Financials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KBH icon
476
CALL
KB Home
KBH
$3.5B
-200
Closed -$1.4K
KEY icon
477
KeyCorp
KEY
$23.8B
-7,673
Closed -$84.8K
KMX icon
478
PUT
CarMax
KMX
$8.39B
-18
Closed -$3.06K
KR icon
479
Kroger
KR
$36.7B
-500
Closed -$18.4K
KRE icon
480
CALL
State Street SPDR S&P Regional Banking ETF
KRE
$4.51B
-100
Closed -$1K
KRE icon
481
PUT
State Street SPDR S&P Regional Banking ETF
KRE
$4.51B
-150
Closed -$5.7K
KSS icon
482
Kohl's
KSS
$2.16B
-2,000
Closed -$75.8K
LAZ icon
483
CALL
Lazard
LAZ
$3.96B
-10
Closed -$100
LSCC icon
484
Lattice Semiconductor
LSCC
$16B
-47,901
Closed -$256K
LUV icon
485
CALL
Southwest Airlines
LUV
$21.7B
-100
Closed -$12K
MA icon
486
CALL
Mastercard
MA
$498B
-110
Closed -$1.21K
MCD icon
487
PUT
McDonald's
MCD
$193B
-20
Closed -$4.18K
MCO icon
488
Moody's
MCO
$83.7B
-2,023
Closed -$190K
MDLZ icon
489
CALL
Mondelez International
MDLZ
$82.9B
-50
Closed -$4.17K
MET icon
490
PUT
MetLife
MET
$62.4B
-26
Closed -$460
META icon
491
CALL
Meta Platforms (Facebook)
META
$1.49T
-15
Closed -$240
MLKN icon
492
CALL
MillerKnoll
MLKN
$1.56B
-50
Closed -$250
MO icon
493
PUT
Altria Group
MO
$125B
-10
Closed -$25
MT icon
494
ArcelorMittal
MT
$49.5B
-833
Closed -$11.7K
MTSI icon
495
MACOM Technology Solutions
MTSI
$17.4B
-36,000
Closed -$1.19M
MXL icon
496
MaxLinear
MXL
$5.19B
-1,700
Closed -$30.6K
NEM icon
497
CALL
Newmont
NEM
$96.2B
-25
Closed -$2.98K
NEM icon
498
Newmont
NEM
$96.2B
-11,250
Closed -$440K
NKE icon
499
PUT
Nike
NKE
$64.1B
-190
Closed -$170
NMR icon
500
Nomura Holdings
NMR
$28.3B
-40,000
Closed -$140K

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FNY Managed Accounts's Q3 2016 Portfolio in Review

As of Q3 2016, FNY Managed Accounts held 601 positions worth $118M, up 8% from $109M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

FNY Managed Accounts withdrew a net $6.83M in Q3 2016, closing 176 positions and reducing 40 holdings. Its most notable exit was ProShares Ultra VIX Short-Term Futures ETF, an estimated $6.14M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 19% a quarter earlier, followed by Communication Services and Consumer Staples.

Against the trend, FNY Managed Accounts opened a new position in NXP Semiconductors worth $3.92M.

  • FNY Managed Accounts's largest Q3 2016 buy was NXP Semiconductors: 38,405 shares worth $3.92M.
  • FNY Managed Accounts added most to LinkedIn Corporation in Q3 2016, an estimated $7.86M increase.
  • FNY Managed Accounts's biggest Q3 2016 reduction was ProShares Trust UltraShort Lehman 20+ Year Treasury, cutting an estimated $18.8M.
  • FNY Managed Accounts fully exited ProShares Ultra VIX Short-Term Futures ETF in Q3 2016, selling an estimated $6.14M.
  • FNY Managed Accounts's ten largest holdings make up 43% of its $118M portfolio in Q3 2016.
  • FNY Managed Accounts opened 309 new positions and closed 176 in Q3 2016.
  • FNY Managed Accounts's portfolio value rose 8% quarter-over-quarter to $118M.

Based on FNY Managed Accounts's 13F filing for Q3 2016, filed 18 Oct 2016.