First Trust North American Energy Infrastructure Fund
EMLP
202 hedge funds and large institutions have $1.38B invested in First Trust North American Energy Infrastructure Fund in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 16 closing their positions.
263% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 16
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
113% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 40
31% more capital invested
Capital invested by funds: $1.05B → $1.38B (+$323M)
26% more funds holding
Funds holding: 160 → 202 (+42)
3.95% more ownership
Funds ownership: 57.52% → 61.47% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46.5M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$43.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$27.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22.6M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$2.76M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$2.55M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.89M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.67M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$1.16M |
EMLP Hedge Fund Activity: Q4 2017 in Review
202 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2017, worth a combined $1.38B — up 31% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new EMLP positions and 16 closed out — a net gain of 42 holders — while 85 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $46.5M. The largest seller was Ancora Advisors, cutting an estimated $2.76M.
- 202 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2017, up from 160 in Q3 2017.
- Funds reported $1.38B of First Trust North American Energy Infrastructure Fund stock for Q4 2017, up 31% quarter-over-quarter.
- 58 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2017 and 16 closed out, a net change of +42 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2017 was Morgan Stanley, an estimated $46.5M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q4 2017 was Ancora Advisors, an estimated $2.76M sold.
Based on aggregated 13F filings for Q4 2017.