FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI was delisted on the 3rd of May, 2024.
61 hedge funds and large institutions have $174M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
12% more capital invested
Capital invested by funds: $155M → $174M (+$18.8M)
11% more funds holding
Funds holding: 55 → 61 (+6)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
+$15.3M |
| 2 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$7.71M |
| 3 |
Morgan Stanley
New York
|
+$6.63M |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
+$5.07M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.85M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.33M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.69M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$658K |
FEI Hedge Fund Activity: Q1 2017 in Review
61 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q1 2017, worth a combined $174M — up 12% from $155M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FEI positions and 4 closed out — a net gain of 8 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was Tiedemann Advisors, opening a new position worth an estimated $15.3M. The largest seller was Sit Investment Associates, cutting an estimated $5.85M.
- 61 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q1 2017, up from 55 in Q4 2016.
- Funds reported $174M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q1 2017, up 12% quarter-over-quarter.
- 12 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q1 2017 and 4 closed out, a net change of +8 holders.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q1 2017 was Tiedemann Advisors, an estimated $15.3M added.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q1 2017 was Sit Investment Associates, an estimated $5.85M sold.
Based on aggregated 13F filings for Q1 2017.