First Trust Emerging Markets AlphaDEX Fund
FEM
45 hedge funds and large institutions have $376M invested in First Trust Emerging Markets AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
167% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 9
40% more capital invested
Capital invested by funds: $269M → $376M (+$107M)
22% more funds holding
Funds holding: 37 → 45 (+8)
2.89% more ownership
Funds ownership: 78.44% → 81.33% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$89.1M |
| 2 |
Morgan Stanley
New York
|
+$2.42M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.29M |
| 4 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$1.99M |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.06M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.06M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$458K |
FEM Hedge Fund Activity: Q2 2014 in Review
45 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q2 2014, worth a combined $376M — up 40% from $269M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FEM positions and 2 closed out — a net gain of 8 holders — while 24 added to existing stakes and 9 trimmed.
The largest buyer was F-Squared Investment Management, adding an estimated $89.1M. The largest seller was Jane Street, cutting an estimated $4.64M.
- 45 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q2 2014, up from 37 in Q1 2014.
- Funds reported $376M of First Trust Emerging Markets AlphaDEX Fund stock for Q2 2014, up 40% quarter-over-quarter.
- 10 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q2 2014 and 2 closed out, a net change of +8 holders.
- The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q2 2014 was F-Squared Investment Management, an estimated $89.1M added.
- The largest First Trust Emerging Markets AlphaDEX Fund seller in Q2 2014 was Jane Street, an estimated $4.64M sold.
Based on aggregated 13F filings for Q2 2014.