Fidelity MSCI Energy Index ETF
FENY
18 hedge funds and large institutions have $68.9M invested in Fidelity MSCI Energy Index ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.
196% more capital inflows, than outflows
Capital inflows: $19.6M | Capital outflows: $6.63M
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$5.42M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.23M |
| 3 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$2.66M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.17M |
| 5 |
Goldman Sachs
New York
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.18M |
| 2 |
Morgan Stanley
New York
|
-$1.61M |
| 3 |
Citigroup
New York
|
-$1.45M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$978K |
| 5 |
JG
Jefferies Group
New York
|
-$359K |
FENY Hedge Fund Activity: Q3 2014 in Review
18 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2014, worth a combined $68.9M — up 10% from $62.5M a quarter earlier.
Fund positioning in FENY was balanced in Q3 2014: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 3 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $5.42M. The largest seller was Envestnet Asset Management, cutting an estimated $2.18M.
- 18 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $68.9M of Fidelity MSCI Energy Index ETF stock for Q3 2014, up 10% quarter-over-quarter.
- 5 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2014 and 5 closed out, a net change of 0 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q3 2014 was Beaumont Financial Advisors, an estimated $5.42M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q3 2014 was Envestnet Asset Management, an estimated $2.18M sold.
Based on aggregated 13F filings for Q3 2014.