Fidelity MSCI Energy Index ETF
FENY
22 hedge funds and large institutions have $17.9M invested in Fidelity MSCI Energy Index ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 7 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
22% more funds holding
Funds holding: 18 → 22 (+4)
36.03% less ownership
Funds ownership: 45.87% → 9.83% (-36%)
74% less capital invested
Capital invested by funds: $68.9M → $17.9M (-$51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$2.13M |
| 2 |
SG Americas Securities
New York
|
+$2.01M |
| 3 |
RW
Rand Wealth
Baltimore,
Maryland
|
+$1.69M |
| 4 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$1.39M |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$723K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$29.6M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$17.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.06M |
| 4 |
Goldman Sachs
New York
|
-$1.95M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.2M |
FENY Hedge Fund Activity: Q4 2014 in Review
22 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2014, worth a combined $17.9M — down 74% from $68.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FENY positions and 7 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Bailard, opening a new position worth an estimated $2.13M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $29.6M sold.
- 22 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2014, up from 18 in Q3 2014.
- Funds reported $17.9M of Fidelity MSCI Energy Index ETF stock for Q4 2014, down 74% quarter-over-quarter.
- 11 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2014 and 7 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2014 was Bailard, an estimated $2.13M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2014 was Beaumont Financial Advisors, an estimated $29.6M sold.
Based on aggregated 13F filings for Q4 2014.