Fidelity MSCI Energy Index ETF
FENY
8 hedge funds and large institutions have $5.45M invested in Fidelity MSCI Energy Index ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 4 → 8 (+4)
82% more capital invested
Capital invested by funds: $2.99M → $5.45M (+$2.46M)
2.05% more ownership
Funds ownership: 11.04% → 13.1% (+2.1%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.48M |
| 2 |
JG
Jefferies Group
New York
|
+$382K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$293K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$215K |
| 5 |
Morgan Stanley
New York
|
+$7.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$34.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Goldman Sachs
New York
| $3.99M | +$1.48M | +59,141 | +63% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $512K | -$34.2K | -1,363 | -6% |
|
|
JG
3
Jefferies Group
New York
| $396K | +$382K | +15,237 | New |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $304K | +$293K | +11,690 | New |
|
|
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $223K | +$215K | +8,590 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $8K | – | – | – |
|
|
7
Morgan Stanley
New York
| $8K | +$7.62K | +304 | New |
|
|
PAS
8
Partnervest Advisory Services
Santa Barbara,
California
| $6K | – | – | – |
|
FENY Hedge Fund Activity: Q1 2014 in Review
8 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2014, worth a combined $5.45M — up 82% from $2.99M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FENY positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.48M. The largest seller was Susquehanna International Group, cutting an estimated $34.2K.
- 8 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2014, up from 4 in Q4 2013.
- Funds reported $5.45M of Fidelity MSCI Energy Index ETF stock for Q1 2014, up 82% quarter-over-quarter.
- 4 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2014 and 0 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2014 was Goldman Sachs, an estimated $1.48M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2014 was Susquehanna International Group, an estimated $34.2K sold.
Based on aggregated 13F filings for Q1 2014.