First Trust Emerging Markets AlphaDEX Fund
FEM
41 hedge funds and large institutions have $403M invested in First Trust Emerging Markets AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.
721% more capital inflows, than outflows
Capital inflows: $154M | Capital outflows: $18.7M
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
0% more funds holding
Funds holding: 41 → 41 (0)
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
|
+$128M |
| 2 |
Jefferies Group
New York
|
+$5.34M |
| 3 |
Flow Traders U.S.
New York
|
+$3.77M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.42M |
| 5 |
Placemark Investments
Chicago,
Illinois
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.25M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.43M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.12M |
| 4 |
Jane Street
New York
|
-$1.71M |
| 5 |
Baird
Milwaukee,
Wisconsin
|
-$1.65M |
FEM Hedge Fund Activity: Q4 2014 in Review
41 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2014, worth a combined $403M — up 28% from $316M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FEM positions and 8 closed out — a net gain of 2 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was F-Squared Investment Management, adding an estimated $128M. The largest seller was Morgan Stanley, cutting an estimated $6.25M.
- 41 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $403M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2014, up 28% quarter-over-quarter.
- 10 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2014 and 8 closed out, a net change of +2 holders.
- The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2014 was F-Squared Investment Management, an estimated $128M added.
- The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2014 was Morgan Stanley, an estimated $6.25M sold.
Based on aggregated 13F filings for Q4 2014.