FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI was delisted on the 3rd of May, 2024.
57 hedge funds and large institutions have $161M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more capital invested
Capital invested by funds: $160M → $161M (+$892K)
0% more funds holding
Funds holding: 57 → 57 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.35M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
+$1.87M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.11M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.03M |
| 5 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
-$7.21M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.51M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.3M |
| 4 |
TA
Tiedemann Advisors
New York
|
-$1.06M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$951K |
FEI Hedge Fund Activity: Q3 2017 in Review
57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q3 2017, worth a combined $161M — up 0.56% from $160M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FEI positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.35M. The largest seller was SNS Financial Group, exiting entirely with an estimated $7.21M sold.
- 57 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $161M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q3 2017, up 0.56% quarter-over-quarter.
- 7 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q3 2017 and 6 closed out, a net change of +1 holder.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q3 2017 was Morgan Stanley, an estimated $7.35M added.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q3 2017 was SNS Financial Group, an estimated $7.21M sold.
Based on aggregated 13F filings for Q3 2017.