FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI was delisted on the 3rd of May, 2024.
58 hedge funds and large institutions have $186M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $161M → $186M (+$24.6M)
2% more funds holding
Funds holding: 57 → 58 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.2M |
| 2 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$5.9M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$5.47M |
| 4 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$1.97M |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$1.87M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.49M |
| 3 |
TA
Tiedemann Advisors
New York
|
-$1.45M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.34M |
| 5 |
IH
IFC Holdings
Tampa,
Florida
|
-$961K |
FEI Hedge Fund Activity: Q4 2017 in Review
58 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q4 2017, worth a combined $186M — up 15% from $161M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FEI positions and 9 closed out — a net gain of 2 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was UMB Bank, cutting an estimated $1.87M.
- 58 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q4 2017, up from 57 in Q3 2017.
- Funds reported $186M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q4 2017, up 15% quarter-over-quarter.
- 11 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q4 2017 and 9 closed out, a net change of +2 holders.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q4 2017 was Morgan Stanley, an estimated $10.2M added.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q4 2017 was UMB Bank, an estimated $1.87M sold.
Based on aggregated 13F filings for Q4 2017.