First Trust North American Energy Infrastructure Fund
EMLP
131 hedge funds and large institutions have $1.02B invested in First Trust North American Energy Infrastructure Fund in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
40% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 40
36% more capital invested
Capital invested by funds: $748M → $1.02B (+$271M)
11% more funds holding
Funds holding: 118 → 131 (+13)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.7% less ownership
Funds ownership: 58.99% → 58.29% (-0.7%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$18.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.35M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.54M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.17M |
| 5 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
+$1.88M |
Top Sellers
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.43M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.79M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.75M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.29M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.21M |
EMLP Hedge Fund Activity: Q3 2016 in Review
131 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q3 2016, worth a combined $1.02B — up 36% from $748M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EMLP positions and 6 closed out — a net gain of 15 holders — while 56 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.3M. The largest seller was IFP Advisors, cutting an estimated $2.43M.
- 131 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q3 2016, up from 118 in Q2 2016.
- Funds reported $1.02B of First Trust North American Energy Infrastructure Fund stock for Q3 2016, up 36% quarter-over-quarter.
- 21 funds opened new First Trust North American Energy Infrastructure Fund positions in Q3 2016 and 6 closed out, a net change of +15 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q3 2016 was Morgan Stanley, an estimated $18.3M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q3 2016 was IFP Advisors, an estimated $2.43M sold.
Based on aggregated 13F filings for Q3 2016.