Fidelity MSCI Energy Index ETF
FENY
70 hedge funds and large institutions have $114M invested in Fidelity MSCI Energy Index ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 11 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 15
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
48% more capital invested
Capital invested by funds: $76.7M → $114M (+$37.1M)
15% more funds holding
Funds holding: 61 → 70 (+9)
4.81% more ownership
Funds ownership: 17.45% → 22.26% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$19.6M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.04M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$2.28M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$2M |
| 5 |
BGC
Blue Granite Capital
Charleston,
South Carolina
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
-$2.93M |
| 2 |
VF
Virtu Financial
New York
|
-$1.77M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.53M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$953K |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$396K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
76
Advisory Alpha
Holland,
Michigan
| – | -$129K | -6,636 | Closed |
|
|
NFG
77
Next Financial Group
Houston,
Texas
| – | -$24K | -1,288 | Closed |
|
78
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -401 | Closed |
|
79
BlackRock
New York
| – | -$953 | -50 | -93% |
|
FENY Hedge Fund Activity: Q4 2017 in Review
70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2017, worth a combined $114M — up 48% from $76.7M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FENY positions and 11 closed out — a net gain of 9 holders — while 28 added to existing stakes and 15 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $19.6M. The largest seller was Pegasus Partners, exiting entirely with an estimated $2.93M sold.
- 70 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2017, up from 61 in Q3 2017.
- Funds reported $114M of Fidelity MSCI Energy Index ETF stock for Q4 2017, up 48% quarter-over-quarter.
- 20 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2017 and 11 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2017 was Beaumont Financial Advisors, an estimated $19.6M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2017 was Pegasus Partners, an estimated $2.93M sold.
Based on aggregated 13F filings for Q4 2017.