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First Trust North American Energy Infrastructure Fund
EMLP

46 hedge funds and large institutions have $204M invested in First Trust North American Energy Infrastructure Fund in 2013 Q2 according to their latest regulatory filings, with 46 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

53.79% more ownership

Funds ownership: 0% → 53.79% (+54%)

Holders
46
Holders Change
+46
Holders Change %
–
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$73.7M +$75M +3,180,672 New
Bank of America
2
Bank of America
North Carolina
$39.6M +$40.3M +1,706,899 New
WF
3
Welch & Forbes
Massachusetts
$20.3M +$20.7M +877,535 New
Wells Fargo
4
Wells Fargo
California
$14.8M +$15.1M +638,784 New
U
5
UBS
Switzerland
$9.99M +$10.2M +430,832 New
BFA
6
Beaumont Financial Advisors
Massachusetts
$8.45M +$8.6M +364,639 New
LPL Financial
7
LPL Financial
California
$8.1M +$8.24M +349,513 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.47M +$3.53M +149,690 New
RJA
9
Raymond James & Associates
Florida
$3.28M +$3.33M +141,348 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.26M +$2.3M +97,404 New
AIG
11
American International Group
New York
$2.25M +$2.29M +97,060 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.94M +$1.97M +83,545 New
NEPWA
13
New England Private Wealth Advisors
Massachusetts
$1.72M +$1.76M +74,468 New
SB
14
Suntrust Banks
Georgia
$1.57M +$1.6M +67,704 New
IH
15
IFC Holdings
Florida
$1.36M +$1.39M +58,999 New
B
16
Baird
Wisconsin
$1.1M +$1.12M +47,291 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.07M +$1.09M +46,179 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.02M +$1.04M +43,992 New
SCA
19
Salient Capital Advisors
Texas
$1.01M +$1.03M +43,668 New
SNC
20
Stifel Nicolaus & Co
Missouri
$992K +$1.01M +42,799 New
JP Morgan Chase
21
JP Morgan Chase
New York
$974K +$991K +42,031 New
AIM
22
Aspen Investment Management
Michigan
$743K +$756K +32,043 New
AI
23
Atria Investments
North Carolina
$731K +$744K +31,543 New
William Blair & Company
24
William Blair & Company
Illinois
$476K +$485K +20,555 New
HFS
25
HL Financial Services
Kentucky
$438K +$445K +18,879 New
1
2

EMLP Hedge Fund Activity: Q2 2013 in Review

46 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q2 2013, worth a combined $204M.

Buyers outnumbered sellers: 46 funds opened new EMLP positions and 0 closed out — a net gain of 46 holders — while 0 added to existing stakes and 0 trimmed.

  • 46 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $204M of First Trust North American Energy Infrastructure Fund stock for Q2 2013.
  • 46 funds opened new First Trust North American Energy Infrastructure Fund positions in Q2 2013 and 0 closed out, a net change of +46 holders.

Based on aggregated 13F filings for Q2 2013.