Alerian Energy Infrastructure ETF
ENFR
30 hedge funds and large institutions have $30M invested in Alerian Energy Infrastructure ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
36% more capital invested
Capital invested by funds: $22M → $30M (+$7.96M)
15% more funds holding
Funds holding: 26 → 30 (+4)
13.57% more ownership
Funds ownership: 51.38% → 64.95% (+14%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$13.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.09M |
| 3 |
MA
MCF Advisors
Covington,
Kentucky
|
+$1.63M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.07M |
| 5 |
CHA
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.76M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.25M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$588K |
| 4 |
Jane Street
New York
|
-$574K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$242K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
26
Valley National Advisers
Bethlehem,
Pennsylvania
| $2K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $1K | -$21.6K | -1,059 | -91% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| – | -$1.25M | -61,134 | -100% |
|
|
29
Jane Street
New York
| – | -$574K | -26,034 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$242K | -10,990 | Closed |
|
|
CIAS
31
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | +$511 | +25 | New |
|
ENFR Hedge Fund Activity: Q4 2018 in Review
30 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q4 2018, worth a combined $30M — up 36% from $22M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ENFR positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Mariner, adding an estimated $13.9M. The largest seller was Morgan Stanley, cutting an estimated $3.76M.
- 30 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q4 2018, up from 26 in Q3 2018.
- Funds reported $30M of Alerian Energy Infrastructure ETF stock for Q4 2018, up 36% quarter-over-quarter.
- 7 funds opened new Alerian Energy Infrastructure ETF positions in Q4 2018 and 3 closed out, a net change of +4 holders.
- The largest Alerian Energy Infrastructure ETF buyer in Q4 2018 was Mariner, an estimated $13.9M added.
- The largest Alerian Energy Infrastructure ETF seller in Q4 2018 was Morgan Stanley, an estimated $3.76M sold.
Based on aggregated 13F filings for Q4 2018.