Fidelity MSCI Energy Index ETF
FENY
91 hedge funds and large institutions have $102M invested in Fidelity MSCI Energy Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 26 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 29
4% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 26
2% less funds holding
Funds holding: 93 → 91 (-2)
4.39% less ownership
Funds ownership: 27.85% → 23.46% (-4.4%)
38% less capital invested
Capital invested by funds: $165M → $102M (-$62.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.91M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$7.79M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$5.25M |
| 4 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$3.31M |
| 5 |
CW
Cobiz Wealth
Denver,
Colorado
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$25.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.9M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$4.97M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.76M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3.34M |
FENY Hedge Fund Activity: Q4 2018 in Review
91 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2018, worth a combined $102M — down 38% from $165M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FENY and 25 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 29 added.
The largest buyer was Morgan Stanley, adding an estimated $8.91M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $25.4M sold.
- 91 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2018, down from 93 in Q3 2018.
- Funds reported $102M of Fidelity MSCI Energy Index ETF stock for Q4 2018, down 38% quarter-over-quarter.
- 25 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2018 and 26 closed out, a net change of -1 holder.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2018 was Morgan Stanley, an estimated $8.91M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2018 was Beaumont Financial Advisors, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2018.