FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI was delisted on the 3rd of May, 2024.
76 hedge funds and large institutions have $67.4M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
13% more funds holding
Funds holding: 67 → 76 (+9)
2.35% less ownership
Funds ownership: 27.03% → 24.68% (-2.4%)
28% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 25
36% less capital inflows, than outflows
Capital inflows: $8.62M | Capital outflows: $13.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.13M |
| 2 |
L.J. Altfest & Co
New York
|
+$713K |
| 3 |
LPL Financial
San Diego,
California
|
+$448K |
| 4 |
Punch & Associates Investment Management
Edina,
Minnesota
|
+$376K |
| 5 |
Independent Financial Group
San Diego,
California
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.35M |
| 2 |
Curi RMB Capital
Chicago,
Illinois
|
-$1.26M |
| 3 |
Landscape Capital Management
Englewood,
New Jersey
|
-$1.14M |
| 4 |
6 Meridian
Wichita,
Kansas
|
-$1.05M |
| 5 |
Tiedemann Advisors
New York
|
-$920K |
FEI Hedge Fund Activity: Q4 2020 in Review
76 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q4 2020, worth a combined $67.4M — up 14% from $59.1M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FEI positions and 11 closed out — a net gain of 10 holders — while 18 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.13M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.35M.
- 76 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q4 2020, up from 67 in Q3 2020.
- Funds reported $67.4M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q4 2020, up 14% quarter-over-quarter.
- 21 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q4 2020 and 11 closed out, a net change of +10 holders.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q4 2020 was Morgan Stanley, an estimated $1.13M added.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q4 2020 was Rivernorth Capital Management, an estimated $3.35M sold.
Based on aggregated 13F filings for Q4 2020.