FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI was delisted on the 3rd of May, 2024.
42 hedge funds and large institutions have $102M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
38% more capital invested
Capital invested by funds: $73.7M → $102M (+$28.1M)
27% more funds holding
Funds holding: 33 → 42 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.37M |
| 3 |
TT
Tiedemann Trust
Wilmington,
Delaware
|
+$2.26M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.24M |
| 5 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.03M |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$900K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$606K |
| 4 |
Citigroup
New York
|
-$457K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$167K |
FEI Hedge Fund Activity: Q4 2013 in Review
42 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q4 2013, worth a combined $102M — up 38% from $73.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FEI positions and 4 closed out — a net gain of 9 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.2M. The largest seller was Ancora Advisors, exiting entirely with an estimated $1.03M sold.
- 42 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q4 2013, up from 33 in Q3 2013.
- Funds reported $102M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q4 2013, up 38% quarter-over-quarter.
- 13 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q4 2013 and 4 closed out, a net change of +9 holders.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q4 2013 was Morgan Stanley, an estimated $12.2M added.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q4 2013 was Ancora Advisors, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2013.