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FHY

First Trust Strategic High
FHY

Delisted

FHY was delisted on the 22nd of June, 2018.

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38 hedge funds and large institutions have $27.2M invested in First Trust Strategic High in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 37 → 38 (+1)

0% more capital invested

Capital invested by funds: $27.1M → $27.2M (+$44.2K)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$1.57M
2
RCM
Rivernorth Capital Management
Florida
+$981K
3
TAM
Third Avenue Management
New York
+$416K
4
PRCM
Pine River Capital Management
Minnesota
+$230K
5
PPA
Parametric Portfolio Associates
Washington
+$182K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.41M
2
Invesco
Invesco
Georgia
-$1.05M
3
WAM
Wolverine Asset Management
Illinois
-$455K
4
Morgan Stanley
Morgan Stanley
New York
-$427K
5
DA
Doliver Advisors
Texas
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$107K +$409 +26 +0.4%
Bank of America
27
Bank of America
North Carolina
$78K -$801 -51 -1%
PAS
28
Partnervest Advisory Services
California
$41K – – –
MFS
29
MSI Financial Services
Massachusetts
$24K -$20.7K -1,320 -47%
AIG
30
American International Group
New York
$19.1K – – –
Citigroup
31
Citigroup
New York
$11K – – –
NES
32
New England Securities
New York
$10K +$9.77K +622 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$8K – – –
WA
34
WFG Advisors
Texas
$8K – – –
SGC
35
South Georgia Capital
Illinois
$6K +$6.29K +400 New
WTC
36
WhitTier Trust Company
Nevada
$5K – – –
Creative Planning
37
Creative Planning
Kansas
$4K – – –
US Bancorp
38
US Bancorp
Minnesota
$3K – – –
WAM
39
Wolverine Asset Management
Illinois
– -$455K -28,625 Closed
Ameriprise
40
Ameriprise
Minnesota
– -$22K -1,400 Closed
PFO
41
Pathstone Family Office
New Jersey
– -$15K -918 Closed
EWM
42
Edge Wealth Management
New York
– -$10K -656 Closed
1
2

FHY Hedge Fund Activity: Q4 2013 in Review

38 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in First Trust Strategic High (FHY) for Q4 2013, worth a combined $27.2M — up 0.16% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FHY positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $1.57M. The largest seller was Guggenheim Capital, cutting an estimated $1.41M.

  • 38 institutional investors held First Trust Strategic High (FHY) as of Q4 2013, up from 37 in Q3 2013.
  • Funds reported $27.2M of First Trust Strategic High stock for Q4 2013, up 0.16% quarter-over-quarter.
  • 5 funds opened new First Trust Strategic High positions in Q4 2013 and 4 closed out, a net change of +1 holder.
  • The largest First Trust Strategic High buyer in Q4 2013 was Saba Capital Management, an estimated $1.57M added.
  • The largest First Trust Strategic High seller in Q4 2013 was Guggenheim Capital, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2013.