First Trust North American Energy Infrastructure Fund
EMLP
204 hedge funds and large institutions have $1.37B invested in First Trust North American Energy Infrastructure Fund in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 82 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
1% more funds holding
Funds holding: 201 → 204 (+3)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0% less capital invested
Capital invested by funds: $1.37B → $1.37B (-$2.48M)
0.64% less ownership
Funds ownership: 60.55% → 59.91% (-0.64%)
12% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$8.83M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.57M |
| 4 |
CG
CFO4Life Group
Coppell,
Texas
|
+$5.1M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$23.7M |
| 2 |
GWS
Glassman Wealth Services
Vienna,
Virginia
|
-$13.6M |
| 3 |
Morgan Stanley
New York
|
-$5.32M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.45M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.04M |
EMLP Hedge Fund Activity: Q3 2018 in Review
204 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q3 2018, worth a combined $1.37B — down 0.18% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EMLP positions and 17 closed out — a net gain of 3 holders — while 72 added to existing stakes and 82 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16M. The largest seller was Cornerstone Wealth Management, cutting an estimated $23.7M.
- 204 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q3 2018, up from 201 in Q2 2018.
- Funds reported $1.37B of First Trust North American Energy Infrastructure Fund stock for Q3 2018, down 0.18% quarter-over-quarter.
- 20 funds opened new First Trust North American Energy Infrastructure Fund positions in Q3 2018 and 17 closed out, a net change of +3 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q3 2018 was Wells Fargo, an estimated $16M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q3 2018 was Cornerstone Wealth Management, an estimated $23.7M sold.
Based on aggregated 13F filings for Q3 2018.