First Trust North American Energy Infrastructure Fund
EMLP
75 hedge funds and large institutions have $552M invested in First Trust North American Energy Infrastructure Fund in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
12% more funds holding
Funds holding: 67 → 75 (+8)
9% more capital invested
Capital invested by funds: $505M → $552M (+$46.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.15% less ownership
Funds ownership: 63.68% → 63.53% (-0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.73M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.3M |
| 4 |
Citigroup
New York
|
+$3.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$5.73M |
| 2 |
JP Morgan Chase
New York
|
-$4.32M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.26M |
| 4 |
AIG
American International Group
New York
|
-$1.48M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$1.43M |
EMLP Hedge Fund Activity: Q3 2014 in Review
75 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q3 2014, worth a combined $552M — up 9.2% from $505M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EMLP positions and 4 closed out — a net gain of 9 holders — while 33 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Curian Capital, cutting an estimated $5.73M.
- 75 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q3 2014, up from 67 in Q2 2014.
- Funds reported $552M of First Trust North American Energy Infrastructure Fund stock for Q3 2014, up 9.2% quarter-over-quarter.
- 13 funds opened new First Trust North American Energy Infrastructure Fund positions in Q3 2014 and 4 closed out, a net change of +9 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q3 2014 was Morgan Stanley, an estimated $28.4M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q3 2014 was Curian Capital, an estimated $5.73M sold.
Based on aggregated 13F filings for Q3 2014.