First Trust North American Energy Infrastructure Fund
EMLP
259 hedge funds and large institutions have $1.78B invested in First Trust North American Energy Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 15 closing their positions.
293% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 15
55% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 67
20% more funds holding
Funds holding: 216 → 259 (+43)
11% more capital invested
Capital invested by funds: $1.6B → $1.78B (+$172M)
1.53% more ownership
Funds ownership: 61.93% → 63.46% (+1.5%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$55.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$16.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$11.6M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$9.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
-$8.3M |
| 2 |
ABTD
Arvest Bank Trust Division
Dewey,
Oklahoma
|
-$7.98M |
| 3 |
TA
Tiedemann Advisors
New York
|
-$7.84M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$3.86M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$3.13M |
EMLP Hedge Fund Activity: Q4 2019 in Review
259 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2019, worth a combined $1.78B — up 11% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EMLP positions and 15 closed out — a net gain of 44 holders — while 104 added to existing stakes and 67 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $55.8M. The largest seller was Wealthspire Advisors (Maryland), cutting an estimated $8.3M.
- 259 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2019, up from 216 in Q3 2019.
- Funds reported $1.78B of First Trust North American Energy Infrastructure Fund stock for Q4 2019, up 11% quarter-over-quarter.
- 59 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2019 and 15 closed out, a net change of +44 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2019 was Morgan Stanley, an estimated $55.8M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q4 2019 was Wealthspire Advisors (Maryland), an estimated $8.3M sold.
Based on aggregated 13F filings for Q4 2019.