First Trust NYSE Arca Biotechnology Index Fund
113 hedge funds and large institutions have $1.27B invested in First Trust NYSE Arca Biotechnology Index Fund in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
43% more capital invested
Capital invested by funds: $891M → $1.27B (+$379M)
42% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 33
15% more funds holding
Funds holding: 98 → 113 (+15)
2.38% more ownership
Funds ownership: 57.99% → 60.37% (+2.4%)
45% less call options, than puts
Call options by funds: $918K | Put options by funds: $1.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$158M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$28.2M |
| 3 |
Morgan Stanley
New York
|
+$21.4M |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$5.75M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$3.81M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.26M |
| 3 |
JP Morgan Chase
New York
|
-$2.21M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.97M |
| 5 |
CM
Churchill Management
Los Angeles,
California
|
-$1.73M |
FBT Hedge Fund Activity: Q4 2014 in Review
113 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2014, worth a combined $1.27B — up 43% from $891M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FBT positions and 8 closed out — a net gain of 17 holders — while 47 added to existing stakes and 33 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $158M. The largest seller was RiverFront Investment Group, cutting an estimated $3.81M.
- 113 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2014, up from 98 in Q3 2014.
- Funds reported $1.27B of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2014, up 43% quarter-over-quarter.
- 25 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2014 and 8 closed out, a net change of +17 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2014 was First Trust Advisors, an estimated $158M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2014 was RiverFront Investment Group, an estimated $3.81M sold.
Based on aggregated 13F filings for Q4 2014.