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FIF

FIRST TRUST ENERGY INFRASTRUCTURE FUND

Delisted

FIF was delisted on the 3rd of May, 2024.

40 hedge funds and large institutions have $77M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $65.7M → $77M (+$11.3M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M +$2.04M +85,043 +14%
GC
2
Guggenheim Capital
Illinois
$11.8M +$3.13M +130,489 +36%
Wells Fargo
3
Wells Fargo
California
$7.17M +$238K +9,936 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.92M +$322K +13,428 +5%
LPL Financial
5
LPL Financial
California
$5.31M +$78.9K +3,293 +1%
CA
6
Cornerstone Advisors
North Carolina
$4.26M +$1.48M +61,716 +53%
AAM
7
Advisors Asset Management
Colorado
$4.12M -$178K -7,428 -4%
Bank of America
8
Bank of America
North Carolina
$3.53M +$1.42M +59,332 +67%
BTS
9
BB&T Securities
Virginia
$2.88M +$289K +12,080 New
EM
10
EnTrustPermal Management
New York
$2.6M -$216K -9,000 -8%
Stifel Financial
11
Stifel Financial
Missouri
$2.15M +$3.07K +128 +0.1%
SCM
12
Sterneck Capital Management
Missouri
$1.17M -$74.3K -3,100 -6%
Cohen & Steers
13
Cohen & Steers
New York
$1.07M
U
14
UBS
Switzerland
$994K +$118K +4,944 +13%
HighTower Advisors
15
HighTower Advisors
Illinois
$907K -$97.2K -4,060 -10%
Invesco
16
Invesco
Georgia
$889K +$892K +37,243 New
AI
17
Atria Investments
North Carolina
$554K -$345K -14,406 -38%
BCM
18
Beck Capital Management
Texas
$476K +$179K +7,487 +57%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$461K +$13K +544 +3%
DA
20
Doliver Advisors
Texas
$365K -$14.3K -595 -4%
RJA
21
Raymond James & Associates
Florida
$361K +$68.6K +2,863 +23%
SI
22
SII Investments
Wisconsin
$318K -$9.7K -405 -3%
GEM
23
Global Endowment Management
North Carolina
$286K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$283K +$241K +10,063 +556%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$249K +$910 +38 +0.4%

FIF Hedge Fund Activity: Q3 2014 in Review

40 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q3 2014, worth a combined $77M — up 17% from $65.7M a quarter earlier.

Fund positioning in FIF was balanced in Q3 2014: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 8 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $3.13M. The largest seller was TFS Capital, exiting entirely with an estimated $669K sold.

  • 40 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $77M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q3 2014, up 17% quarter-over-quarter.
  • 4 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q3 2014 and 4 closed out, a net change of 0 holders.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q3 2014 was Guggenheim Capital, an estimated $3.13M added.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q3 2014 was TFS Capital, an estimated $669K sold.

Based on aggregated 13F filings for Q3 2014.