FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI was delisted on the 3rd of May, 2024.
64 hedge funds and large institutions have $149M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
7% more capital invested
Capital invested by funds: $139M → $149M (+$10.4M)
3% more funds holding
Funds holding: 62 → 64 (+2)
0% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$5.13M |
| 2 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$4.07M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$2.43M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.57M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.13M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
-$4.59M |
| 3 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
-$1.86M |
| 4 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$1.57M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$957K |
FEI Hedge Fund Activity: Q2 2018 in Review
64 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q2 2018, worth a combined $149M — up 7.5% from $139M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FEI positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 21 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $5.13M. The largest seller was Morgan Stanley, cutting an estimated $7.13M.
- 64 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q2 2018, up from 62 in Q1 2018.
- Funds reported $149M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q2 2018, up 7.5% quarter-over-quarter.
- 11 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q2 2018 and 9 closed out, a net change of +2 holders.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $5.13M added.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q2 2018 was Morgan Stanley, an estimated $7.13M sold.
Based on aggregated 13F filings for Q2 2018.