First Trust North American Energy Infrastructure Fund
EMLP
302 hedge funds and large institutions have $1.93B invested in First Trust North American Energy Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 102 reducing their positions, and 20 closing their positions.
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
7% more funds holding
Funds holding: 282 → 302 (+20)
6% more capital invested
Capital invested by funds: $1.82B → $1.93B (+$108M)
9% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 102
1.87% less ownership
Funds ownership: 76.71% → 74.84% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.1M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$7.71M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.28M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.93M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$52.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.27M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$6.39M |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$4.7M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$3.01M |
EMLP Hedge Fund Activity: Q4 2022 in Review
302 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2022, worth a combined $1.93B — up 5.9% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new EMLP positions and 20 closed out — a net gain of 25 holders — while 111 added to existing stakes and 102 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.1M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $52.7M.
- 302 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2022, up from 282 in Q3 2022.
- Funds reported $1.93B of First Trust North American Energy Infrastructure Fund stock for Q4 2022, up 5.9% quarter-over-quarter.
- 45 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2022 and 20 closed out, a net change of +25 holders.
- The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2022 was Morgan Stanley, an estimated $16.1M added.
- The largest First Trust North American Energy Infrastructure Fund seller in Q4 2022 was Perella Weinberg Partners Capital Management, an estimated $52.7M sold.
Based on aggregated 13F filings for Q4 2022.