We are live on ! Find out more
EMLP icon

First Trust North American Energy Infrastructure Fund

257 hedge funds and large institutions have $1.56B invested in First Trust North American Energy Infrastructure Fund in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

102% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 56

12% more funds holding

Funds holding: 230257 (+27)

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$117M)

0.55% more ownership

Funds ownership: 72.22%72.76% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
257
Holders Change
+27
Holders Change %
+11.74%
% of All Funds
3.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
113
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AOG
51
Alpha Omega Group
Virginia
$3.7M -$265K -10,740 -7%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$3.68M +$256K +10,374 +8%
AP
53
Appleton Partners
Massachusetts
$3.63M +$107K +4,311 +3%
QWM
54
QP Wealth Management
New Jersey
$3.32M -$665K -26,900 -17%
EVM
55
Eaton Vance Management
Massachusetts
$3.13M -$124 -5 -0%
SC
56
Savant Capital
Illinois
$3.02M -$107K -4,333 -3%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$2.99M +$2.01M +81,486 +213%
PNC
58
Park National Corp
Ohio
$2.97M -$84.7K -3,428 -3%
RVPG
59
Relative Value Partners Group
$2.89M +$665K +26,912 +30%
PAG
60
Private Advisory Group
Washington
$2.85M +$426K +17,241 +18%
PAG
61
Private Advisor Group
New Jersey
$2.85M -$27.2K -1,102 -1%
IRC
62
Investors Research Corp
Georgia
$2.73M +$446K +18,053 +20%
SSB
63
Sandy Spring Bank
Maryland
$2.67M +$135K +5,481 +5%
GA
64
Greytown Advisors
Florida
$2.66M +$98.4K +3,981 +4%
FF
65
FourThought Financial
Florida
$2.56M +$500K +20,251 +25%
AGA
66
Arkos Global Advisors
Texas
$2.56M -$78.2K -3,165 -3%
AA
67
Ancora Advisors
Ohio
$2.54M +$124 +5 +0%
MCA
68
Magnolia Capital Advisors
Mississippi
$2.45M +$65.1K +2,634 +3%
KWM
69
Kingsview Wealth Management
Oregon
$2.42M +$893K +36,151 +59%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$2.25M +$165K +6,669 +8%
WS
71
Wela Strategies
Georgia
$2.22M +$47.5K +1,924 +2%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$2.2M +$160K +6,473 +8%
KNW
73
Kesler Norman & Wride
Utah
$2.19M -$277K -11,201 -11%
CPIG
74
Chicago Partners Investment Group
Illinois
$2.13M +$16.9K +682 +0.8%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$2.11M -$272K -11,020 -12%

EMLP Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2021, worth a combined $1.56B — up 8.1% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EMLP positions and 14 closed out — a net gain of 30 holders — while 113 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was Forefront Analytics, cutting an estimated $6.3M.

  • 257 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2021, up from 230 in Q3 2021.
  • Funds reported $1.56B of First Trust North American Energy Infrastructure Fund stock for Q4 2021, up 8.1% quarter-over-quarter.
  • 44 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2021 and 14 closed out, a net change of +30 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2021 was Morgan Stanley, an estimated $10M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q4 2021 was Forefront Analytics, an estimated $6.3M sold.

Based on aggregated 13F filings for Q4 2021.