FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
FEI was delisted on the 3rd of May, 2024.
77 hedge funds and large institutions have $94M invested in FIRST TRUST MLP AND ENERGY INCOME FUND in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.
115% more capital inflows, than outflows
Capital inflows: $13.9M | Capital outflows: $6.44M
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
8% more funds holding
Funds holding: 71 → 77 (+6)
2.15% more ownership
Funds ownership: 23% → 25.15% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$3.35M |
| 2 |
Anfield Capital Management
Irvine,
California
|
+$2.15M |
| 3 |
Bridges Investment Management
Omaha,
Nebraska
|
+$1.81M |
| 4 |
Advisors Asset Management
Monument,
Colorado
|
+$1.18M |
| 5 |
Morgan Stanley
New York
|
+$875K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Essex LLC
Deer Park,
Illinois
|
-$2.13M |
| 2 |
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.31M |
| 3 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$474K |
| 4 |
Weiss Asset Management
Boston,
Massachusetts
|
-$454K |
| 5 |
MBM Wealth Consultants
Chesterfield,
Missouri
|
-$336K |
FEI Hedge Fund Activity: Q1 2022 in Review
77 of the 6,363 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) for Q1 2022, worth a combined $94M — up 24% from $75.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FEI positions and 9 closed out — a net gain of 6 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $3.35M. The largest seller was Essex LLC, cutting an estimated $2.13M.
- 77 institutional investors held FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) as of Q1 2022, up from 71 in Q4 2021.
- Funds reported $94M of FIRST TRUST MLP AND ENERGY INCOME FUND stock for Q1 2022, up 24% quarter-over-quarter.
- 15 funds opened new FIRST TRUST MLP AND ENERGY INCOME FUND positions in Q1 2022 and 9 closed out, a net change of +6 holders.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND buyer in Q1 2022 was Cornerstone Advisors, an estimated $3.35M added.
- The largest FIRST TRUST MLP AND ENERGY INCOME FUND seller in Q1 2022 was Essex LLC, an estimated $2.13M sold.
Based on aggregated 13F filings for Q1 2022.