We are live on ! Find out more
EMLP icon

First Trust North American Energy Infrastructure Fund

226 hedge funds and large institutions have $1.35B invested in First Trust North American Energy Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 71

10% more capital invested

Capital invested by funds: $1.23B → $1.35B (+$118M)

0.84% more ownership

Funds ownership: 71.51%72.36% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

2% less funds holding

Funds holding: 231226 (-5)

Holders
226
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
26
Increased
86
Reduced
71
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
-$2.28M -108,926 Closed
Goldman Sachs
227
Goldman Sachs
New York
-$1.33M -63,436 Closed
UR
228
USCA RIA
Texas
-$1.15M -54,989 Closed
Renaissance Technologies
229
Renaissance Technologies
New York
-$686K -32,700 Closed
BC
230
Brookfield Corp
Ontario, Canada
-$606K -28,889 Closed
CWA
231
Clarus Wealth Advisors
Arizona
-$540K -25,037 Closed
TSS
232
Two Sigma Securities
New York
-$485K -23,111 Closed
SIA
233
Soltis Investment Advisors
Utah
-$483K -23,046 Closed
RIA
234
Regal Investment Advisors
Michigan
-$425K -20,276 Closed
FIA
235
Foundations Investment Advisors
Arizona
-$399K -18,493 Closed
SG
236
StoneX Group
New York
-$360K -17,190 Closed
KPWS
237
Kestra Private Wealth Services
Texas
-$256K -12,344 Closed
WWM
238
Western Wealth Management
Colorado
-$210K -10,005 Closed
PA
239
Pinnacle Associates
New York
-$209K -9,975 Closed
FWM
240
ForthRight Wealth Management
Georgia
-$156K -7,461 Closed
CF
241
Centaurus Financial
California
-$131K -6,246 Closed
CCA
242
Childress Capital Advisors
Texas
-$90K -4,300 Closed
ICP
243
Interchange Capital Partners
Pennsylvania
-$78K -3,723 Closed
ASN
244
Advisory Services Network
Georgia
-$35K -1,671 Closed
AWG
245
Altus Wealth Group
Colorado
-$24K -1,169 Closed
MWP
246
Meridian Wealth Partners
Pennsylvania
-$24K -1,127 Closed
SIAP
247
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$21K -1,000 Closed
MIM
248
Merrion Investment Management
New Jersey
-$11K -505 Closed
CA
249
Clearstead Advisors
Ohio
-$6K -285 Closed
NCM
250
New Capital Management
Texas
-$2K -110 Closed

EMLP Hedge Fund Activity: Q1 2021 in Review

226 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q1 2021, worth a combined $1.35B — up 9.6% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of EMLP and 26 opened new positions — a net loss of 2 holders — while 71 trimmed existing stakes and 86 added.

The largest buyer was Bank of America, adding an estimated $22.9M. The largest seller was HighTower Advisors, cutting an estimated $17.5M.

  • 226 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q1 2021, down from 231 in Q4 2020.
  • Funds reported $1.35B of First Trust North American Energy Infrastructure Fund stock for Q1 2021, up 9.6% quarter-over-quarter.
  • 26 funds opened new First Trust North American Energy Infrastructure Fund positions in Q1 2021 and 28 closed out, a net change of -2 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q1 2021 was Bank of America, an estimated $22.9M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q1 2021 was HighTower Advisors, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2021.