First Trust North American Energy Infrastructure Fund
EMLP
161 hedge funds and large institutions have $1.05B invested in First Trust North American Energy Infrastructure Fund in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
15% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 59
10% more capital invested
Capital invested by funds: $956M → $1.05B (+$98.8M)
4% more funds holding
Funds holding: 155 → 161 (+6)
0.04% more ownership
Funds ownership: 57.5% → 57.54% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$34M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$12.8M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$12.5M |
| 4 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$11.2M |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$13.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.2M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.77M |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$1.71M |
| 5 |
MA
MCF Advisors
Covington,
Kentucky
|
-$1.61M |
EMLP Hedge Fund Activity: Q3 2017 in Review
161 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q3 2017, worth a combined $1.05B — up 10% from $956M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EMLP positions and 11 closed out — a net gain of 8 holders — while 68 added to existing stakes and 59 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $34M. The largest seller was Tiedemann Advisors, cutting an estimated $13.4M.
- 161 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q3 2017, up from 155 in Q2 2017.
- Funds reported $1.05B of First Trust North American Energy Infrastructure Fund stock for Q3 2017, up 10% quarter-over-quarter.
- 19 funds opened new First Trust North American Energy Infrastructure Fund positions in Q3 2017 and 11 closed out, a net change of +8 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q3 2017 was Morgan Stanley, an estimated $34M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q3 2017 was Tiedemann Advisors, an estimated $13.4M sold.
Based on aggregated 13F filings for Q3 2017.