FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
FIF was delisted on the 3rd of May, 2024.
65 hedge funds and large institutions have $105M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
21% more capital invested
Capital invested by funds: $87.3M → $105M (+$18M)
14% more funds holding
Funds holding: 57 → 65 (+8)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.57M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.2M |
| 3 |
Goldman Sachs
New York
|
+$1.6M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$1M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$794K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.47M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
-$664K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$597K |
| 4 |
PI
PineBridge Investments
New York
|
-$351K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$231K |
FIF Hedge Fund Activity: Q4 2023 in Review
65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q4 2023, worth a combined $105M — up 21% from $87.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FIF positions and 6 closed out — a net gain of 9 holders — while 21 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.57M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.47M sold.
- 65 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q4 2023, up from 57 in Q3 2023.
- Funds reported $105M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q4 2023, up 21% quarter-over-quarter.
- 15 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q4 2023 and 6 closed out, a net change of +9 holders.
- The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q4 2023 was Morgan Stanley, an estimated $4.57M added.
- The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q4 2023 was Rivernorth Capital Management, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2023.