Fidelity MSCI Energy Index ETF
FENY
27 hedge funds and large institutions have $71.5M invested in Fidelity MSCI Energy Index ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.
1,202% more capital inflows, than outflows
Capital inflows: $58.7M | Capital outflows: $4.51M
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
23% more funds holding
Funds holding: 22 → 27 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$35.2M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$16.1M |
| 3 |
GA
Giralda Advisors
New York
|
+$2.77M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.95M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$900K |
| 3 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$687K |
| 4 |
Goldman Sachs
New York
|
-$587K |
| 5 |
Jane Street
New York
|
-$548K |
FENY Hedge Fund Activity: Q1 2015 in Review
27 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2015, worth a combined $71.5M — up 299% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FENY positions and 5 closed out — a net gain of 5 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $35.2M. The largest seller was Morgan Stanley, cutting an estimated $1.33M.
- 27 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2015, up from 22 in Q4 2014.
- Funds reported $71.5M of Fidelity MSCI Energy Index ETF stock for Q1 2015, up 299% quarter-over-quarter.
- 10 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2015 and 5 closed out, a net change of +5 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $35.2M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2015 was Morgan Stanley, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2015.