First Trust Europe AlphaDEX Fund
FEP
65 hedge funds and large institutions have $325M invested in First Trust Europe AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 6 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 12
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
48% more capital invested
Capital invested by funds: $220M → $325M (+$105M)
7% more funds holding
Funds holding: 61 → 65 (+4)
3.67% more ownership
Funds ownership: 49.46% → 53.13% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.1M |
| 2 |
Citigroup
New York
|
+$25.4M |
| 3 |
SG Americas Securities
New York
|
+$9.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.41M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.73M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.42M |
| 3 |
Jane Street
New York
|
-$1.32M |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$730K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$677K |
FEP Hedge Fund Activity: Q3 2017 in Review
65 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q3 2017, worth a combined $325M — up 48% from $220M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FEP positions and 6 closed out — a net gain of 5 holders — while 34 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.1M. The largest seller was Brinker Capital Investments, cutting an estimated $2.73M.
- 65 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q3 2017, up from 61 in Q2 2017.
- Funds reported $325M of First Trust Europe AlphaDEX Fund stock for Q3 2017, up 48% quarter-over-quarter.
- 11 funds opened new First Trust Europe AlphaDEX Fund positions in Q3 2017 and 6 closed out, a net change of +5 holders.
- The largest First Trust Europe AlphaDEX Fund buyer in Q3 2017 was Morgan Stanley, an estimated $33.1M added.
- The largest First Trust Europe AlphaDEX Fund seller in Q3 2017 was Brinker Capital Investments, an estimated $2.73M sold.
Based on aggregated 13F filings for Q3 2017.