First Trust North American Energy Infrastructure Fund
EMLP
218 hedge funds and large institutions have $1.19B invested in First Trust North American Energy Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 23 closing their positions.
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
0% more funds holding
Funds holding: 217 → 218 (+1)
0.93% less ownership
Funds ownership: 71.05% → 70.12% (-0.93%)
9% less capital invested
Capital invested by funds: $1.31B → $1.19B (-$114M)
20% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 87
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$41.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.1M |
| 3 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
+$7.95M |
| 4 |
AO
Advisor OS
Chicago,
Illinois
|
+$6.85M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$34M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14.5M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$13.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.63M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$6.14M |
EMLP Hedge Fund Activity: Q3 2020 in Review
218 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q3 2020, worth a combined $1.19B — down 8.7% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EMLP positions and 23 closed out — a net gain of 4 holders — while 70 added to existing stakes and 87 trimmed.
The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $41.6M. The largest seller was Morgan Stanley, cutting an estimated $34M.
- 218 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q3 2020, up from 217 in Q2 2020.
- Funds reported $1.19B of First Trust North American Energy Infrastructure Fund stock for Q3 2020, down 8.7% quarter-over-quarter.
- 27 funds opened new First Trust North American Energy Infrastructure Fund positions in Q3 2020 and 23 closed out, a net change of +4 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q3 2020 was Clear Creek Financial Management, an estimated $41.6M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q3 2020 was Morgan Stanley, an estimated $34M sold.
Based on aggregated 13F filings for Q3 2020.