FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI was delisted on the 3rd of May, 2024.
62 hedge funds and large institutions have $139M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
7% more funds holding
Funds holding: 58 → 62 (+4)
25% less capital invested
Capital invested by funds: $186M → $139M (-$47M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.44M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.32M |
| 3 |
Millennium Management
New York
|
+$956K |
| 4 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$922K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$907K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
-$6.32M |
| 2 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
-$3.66M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$2.61M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.45M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.5M |
FEI Hedge Fund Activity: Q1 2018 in Review
62 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q1 2018, worth a combined $139M — down 25% from $186M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FEI positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.44M. The largest seller was SNS Financial Group, exiting entirely with an estimated $6.32M sold.
- 62 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q1 2018, up from 58 in Q4 2017.
- Funds reported $139M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q1 2018, down 25% quarter-over-quarter.
- 9 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q1 2018 and 5 closed out, a net change of +4 holders.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q1 2018 was LPL Financial, an estimated $2.44M added.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q1 2018 was SNS Financial Group, an estimated $6.32M sold.
Based on aggregated 13F filings for Q1 2018.