First Trust North American Energy Infrastructure Fund
EMLP
231 hedge funds and large institutions have $1.23B invested in First Trust North American Energy Infrastructure Fund in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 95 reducing their positions, and 31 closing their positions.
48% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 31
6% more funds holding
Funds holding: 218 → 231 (+13)
1.39% more ownership
Funds ownership: 70.12% → 71.51% (+1.4%)
3% more capital invested
Capital invested by funds: $1.19B → $1.23B (+$35.7M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
31% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$65M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$20.6M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$12.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.3M |
| 5 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
+$5.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$55.8M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$39.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$21.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$14.2M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
-$13.6M |
EMLP Hedge Fund Activity: Q4 2020 in Review
231 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2020, worth a combined $1.23B — up 3% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new EMLP positions and 31 closed out — a net gain of 15 holders — while 66 added to existing stakes and 95 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $65M. The largest seller was Morgan Stanley, cutting an estimated $55.8M.
- 231 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2020, up from 218 in Q3 2020.
- Funds reported $1.23B of First Trust North American Energy Infrastructure Fund stock for Q4 2020, up 3% quarter-over-quarter.
- 46 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2020 and 31 closed out, a net change of +15 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2020 was HighTower Advisors, an estimated $65M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q4 2020 was Morgan Stanley, an estimated $55.8M sold.
Based on aggregated 13F filings for Q4 2020.