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FEI

FIRST TRUST MLP AND ENERGY INCOME FUND

Delisted

FEI was delisted on the 3rd of May, 2024.

39 hedge funds and large institutions have $138M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

18% less capital invested

Capital invested by funds: $168M → $138M (-$29.5M)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.9M +$472K +23,631 +0.7%
AAM
2
Advisors Asset Management
Colorado
$19.2M +$2.05M +102,661 +11%
TT
3
Tiedemann Trust
Delaware
$14.8M +$773K +38,674 +5%
Invesco
4
Invesco
Georgia
$7.16M -$165K -8,234 -2%
Wells Fargo
5
Wells Fargo
California
$4.44M +$90.6K +4,532 +2%
GC
6
Guggenheim Capital
Illinois
$4.16M -$690K -34,534 -13%
UBS Group
7
UBS Group
Switzerland
$4.05M +$120K +5,980 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.89M +$118K +5,928 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.19M +$148K +7,405 +4%
Citigroup
10
Citigroup
New York
$1.82M +$32.9K +1,645 +2%
Bank of America
11
Bank of America
North Carolina
$1.5M +$339K +16,954 +26%
AIG
12
American International Group
New York
$1.46M -$270K -13,500 -15%
LPL Financial
13
LPL Financial
California
$1.22M +$119K +5,973 +10%
BTS
14
BB&T Securities
Virginia
$1.18M +$1.58K +79 +0.1%
RJA
15
Raymond James & Associates
Florida
$1.15M +$420K +20,988 +50%
PAS
16
Partnervest Advisory Services
California
$1.02M +$315K +15,750 +40%
MLIM
17
Mountain Lake Investment Management
Florida
$969K +$522K +26,096 +99%
CS
18
Comerica Securities
Michigan
$817K +$73.5K +3,677 +9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$792K -$181K -9,060 -17%
TA
20
Tiedemann Advisors
New York
$722K +$782K +39,129 New
NMC
21
Nine Masts Capital
Hong Kong
$582K +$631K +31,564 New
SI
22
SII Investments
Wisconsin
$511K +$36.3K +1,815 +7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$505K +$547K +27,360 New
CWM
24
Concert Wealth Management
California
$381K +$414K +20,690 New
FAM
25
Formidable Asset Management
Ohio
$348K -$8.99K -450 -2%

FEI Hedge Fund Activity: Q2 2015 in Review

39 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q2 2015, worth a combined $138M — down 18% from $168M a quarter earlier.

Fund positioning in FEI was balanced in Q2 2015: 6 funds opened new positions, 6 closed out, 19 added to existing stakes and 8 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $2.05M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $7.37M sold.

  • 39 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $138M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q2 2015, down 18% quarter-over-quarter.
  • 6 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q2 2015 and 6 closed out, a net change of 0 holders.
  • The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q2 2015 was Advisors Asset Management, an estimated $2.05M added.
  • The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q2 2015 was 1832 Asset Management, an estimated $7.37M sold.

Based on aggregated 13F filings for Q2 2015.