We are live on ! Find out more
FIF

FIRST TRUST ENERGY INFRASTRUCTURE FUND

Delisted

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

37 hedge funds and large institutions have $75.8M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $68.8M → $75.8M (+$7.02M)

6% more funds holding

Funds holding: 3537 (+2)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$15.8M +$682K +41,778 +5%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M +$1.22M +74,508 +11%
GC
3
Guggenheim Capital
Illinois
$8.41M -$85.8K -5,250 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.53M +$58.8K +3,598 +0.8%
Wells Fargo
5
Wells Fargo
California
$6.14M -$179K -10,970 -3%
Invesco
6
Invesco
Georgia
$4.48M +$422K +25,845 +11%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.52M +$61K +3,734 +2%
UBS Group
8
UBS Group
Switzerland
$2.95M +$127K +7,767 +5%
Bank of America
9
Bank of America
North Carolina
$1.69M -$1.23M -75,348 -44%
DA
10
Doliver Advisors
Texas
$1.3M +$387K +23,670 +47%
LPL Financial
11
LPL Financial
California
$1.22M -$1.15M -70,099 -50%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$979K +$40.1K +2,456 +5%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$831K +$21.3K +1,301 +3%
SCM
14
Sterneck Capital Management
Missouri
$821K +$105K +6,450 +16%
RJA
15
Raymond James & Associates
Florida
$743K +$261K +16,002 +60%
Citigroup
16
Citigroup
New York
$711K +$403K +24,664 +153%
Stifel Financial
17
Stifel Financial
Missouri
$553K +$25.3K +1,550 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$545K +$120K +7,350 +31%
CBA
19
Coastal Bridge Advisors
Connecticut
$512K
GWS
20
Glassman Wealth Services
Virginia
$491K +$19.5K +1,195 +4%
CA
21
Cornerstone Advisors
North Carolina
$449K +$420K +25,708 New
SI
22
SII Investments
Wisconsin
$434K +$91K +5,572 +29%
AG
23
Advisor Group
Arizona
$417K +$392K +23,971 New
OC
24
Oppenheimer & Co
New York
$352K -$192K -11,773 -37%
PAS
25
Partnervest Advisory Services
California
$322K -$75.1K -4,600 -20%

FIF Hedge Fund Activity: Q2 2016 in Review

37 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q2 2016, worth a combined $75.8M — up 10% from $68.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FIF positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.22M. The largest seller was EnTrustPermal Management, exiting entirely with an estimated $3.45M sold.

  • 37 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q2 2016, up from 35 in Q1 2016.
  • Funds reported $75.8M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q2 2016, up 10% quarter-over-quarter.
  • 8 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q2 2016 and 5 closed out, a net change of +3 holders.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q2 2016 was Morgan Stanley, an estimated $1.22M added.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q2 2016 was EnTrustPermal Management, an estimated $3.45M sold.

Based on aggregated 13F filings for Q2 2016.