Fidelity MSCI Energy Index ETF
FENY
42 hedge funds and large institutions have $56.9M invested in Fidelity MSCI Energy Index ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
49% more capital invested
Capital invested by funds: $38.3M → $56.9M (+$18.6M)
31% more funds holding
Funds holding: 32 → 42 (+10)
4.86% more ownership
Funds ownership: 16.16% → 21.02% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
+$1.86M |
| 3 |
GA
Giralda Advisors
New York
|
+$1.75M |
| 4 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$1.67M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
Rand Wealth
Baltimore,
Maryland
|
-$1.76M |
| 2 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$977K |
| 3 |
B
Bailard
Foster City,
California
|
-$967K |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$658K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$494K |
FENY Hedge Fund Activity: Q4 2015 in Review
42 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2015, worth a combined $56.9M — up 49% from $38.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FENY positions and 7 closed out — a net gain of 10 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was Rand Wealth, cutting an estimated $1.76M.
- 42 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2015, up from 32 in Q3 2015.
- Funds reported $56.9M of Fidelity MSCI Energy Index ETF stock for Q4 2015, up 49% quarter-over-quarter.
- 17 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2015 and 7 closed out, a net change of +10 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2015 was Bank of America, an estimated $10.6M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2015 was Rand Wealth, an estimated $1.76M sold.
Based on aggregated 13F filings for Q4 2015.