FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI was delisted on the 3rd of May, 2024.
100 hedge funds and large institutions have $175M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
50% more capital invested
Capital invested by funds: $116M → $175M (+$58.7M)
20% more funds holding
Funds holding: 83 → 100 (+17)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32.5M |
| 2 |
HHGC
Hunting Hill Global Capital
New York
|
+$7.14M |
| 3 |
Goldman Sachs
New York
|
+$3.41M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$1.54M |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.56M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.57M |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
-$1.08M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$870K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$786K |
FEI Hedge Fund Activity: Q4 2023 in Review
100 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q4 2023, worth a combined $175M — up 50% from $116M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FEI positions and 3 closed out — a net gain of 18 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.5M. The largest seller was Advisors Asset Management, cutting an estimated $2.56M.
- 100 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q4 2023, up from 83 in Q3 2023.
- Funds reported $175M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q4 2023, up 50% quarter-over-quarter.
- 21 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q4 2023 and 3 closed out, a net change of +18 holders.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q4 2023 was Morgan Stanley, an estimated $32.5M added.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q4 2023 was Advisors Asset Management, an estimated $2.56M sold.
Based on aggregated 13F filings for Q4 2023.