First Trust North American Energy Infrastructure Fund
EMLP
283 hedge funds and large institutions have $2.22B invested in First Trust North American Energy Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 131 reducing their positions, and 24 closing their positions.
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
24% more capital invested
Capital invested by funds: $1.79B → $2.22B (+$427M)
18.28% more ownership
Funds ownership: 76.44% → 94.72% (+18%)
0% more funds holding
Funds holding: 282 → 283 (+1)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
41% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 131
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$421M |
| 2 |
JP Morgan Chase
New York
|
+$6.74M |
| 3 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$5.33M |
| 4 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
+$2.52M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.36M |
Top Sellers
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$61.4M |
| 2 |
Jane Street
New York
|
-$9.91M |
| 3 |
IF
Intrua Financial
Houston,
Texas
|
-$4.48M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$3.34M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$12.6K | -478 | Closed |
|
|
HI
302
Hoey Investments
Coatesville,
Pennsylvania
| – | -$9.22K | -349 | Closed |
|
|
ICM
303
Intrepid Capital Management
Jacksonville Beach,
Florida
| – | -$8.74K | -331 | Closed |
|
|
BBHC
304
Brown Brothers Harriman & Co
New York
| – | -$7.4K | -280 | Closed |
|
305
AssetMark Inc
Concord,
California
| – | -$7.34K | -278 | Closed |
|
306
Citigroup
New York
| – | -$6.29K | -238 | Closed |
|
|
TRCT
307
Tower Research Capital (TRC)
New York
| – | -$4.46K | -169 | Closed |
|
|
HGERS
308
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$3.67K | -139 | Closed |
|
EMLP Hedge Fund Activity: Q4 2023 in Review
283 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2023, worth a combined $2.22B — up 24% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EMLP positions and 24 closed out — a net gain of 8 holders — while 77 added to existing stakes and 131 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $421M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $61.4M.
- 283 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2023, up from 282 in Q3 2023.
- Funds reported $2.22B of First Trust North American Energy Infrastructure Fund stock for Q4 2023, up 24% quarter-over-quarter.
- 32 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2023 and 24 closed out, a net change of +8 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2023 was Morgan Stanley, an estimated $421M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q4 2023 was Perella Weinberg Partners Capital Management, an estimated $61.4M sold.
Based on aggregated 13F filings for Q4 2023.