Fidelity MSCI Energy Index ETF
FENY
58 hedge funds and large institutions have $123M invested in Fidelity MSCI Energy Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 9 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
12% more funds holding
Funds holding: 52 → 58 (+6)
10% more capital invested
Capital invested by funds: $111M → $123M (+$11.6M)
1.88% less ownership
Funds ownership: 25.62% → 23.74% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$9.28M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$9.28M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.21M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.73M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.7M |
| 2 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$1.55M |
| 3 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$1.24M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.07M |
| 5 |
Goldman Sachs
New York
|
-$1.07M |
FENY Hedge Fund Activity: Q4 2016 in Review
58 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2016, worth a combined $123M — up 10% from $111M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FENY positions and 9 closed out — a net gain of 8 holders — while 23 added to existing stakes and 12 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $9.28M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $14.7M sold.
- 58 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2016, up from 52 in Q3 2016.
- Funds reported $123M of Fidelity MSCI Energy Index ETF stock for Q4 2016, up 10% quarter-over-quarter.
- 17 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2016 and 9 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2016 was Beaumont Financial Advisors, an estimated $9.28M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2016.