First Trust North American Energy Infrastructure Fund
EMLP
86 hedge funds and large institutions have $677M invested in First Trust North American Energy Infrastructure Fund in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
76% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 21
23% more capital invested
Capital invested by funds: $552M → $677M (+$125M)
15% more funds holding
Funds holding: 75 → 86 (+11)
3.24% more ownership
Funds ownership: 63.53% → 66.77% (+3.2%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$52.8M |
| 2 |
Citigroup
New York
|
+$19.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.69M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.82M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$4.61M |
Top Sellers
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$25.5M |
| 2 |
JP Morgan Chase
New York
|
-$16.2M |
| 3 |
SG Americas Securities
New York
|
-$10.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.64M |
| 5 |
Bank of New York Mellon
New York
|
-$2.6M |
EMLP Hedge Fund Activity: Q4 2014 in Review
86 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2014, worth a combined $677M — up 23% from $552M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new EMLP positions and 10 closed out — a net gain of 12 holders — while 37 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $52.8M. The largest seller was Curian Capital, cutting an estimated $25.5M.
- 86 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2014, up from 75 in Q3 2014.
- Funds reported $677M of First Trust North American Energy Infrastructure Fund stock for Q4 2014, up 23% quarter-over-quarter.
- 22 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2014 and 10 closed out, a net change of +12 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2014 was Morgan Stanley, an estimated $52.8M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q4 2014 was Curian Capital, an estimated $25.5M sold.
Based on aggregated 13F filings for Q4 2014.