First Trust Japan AlphaDEX Fund
FJP
11 hedge funds and large institutions have $44.8M invested in First Trust Japan AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
431% more capital invested
Capital invested by funds: $8.43M → $44.8M (+$36.3M)
71.24% more ownership
Funds ownership: 36.77% → 108.01% (+71%)
38% more funds holding
Funds holding: 8 → 11 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$20.2M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$8.47M |
| 3 |
JG
Jefferies Group
New York
|
+$3.48M |
| 4 |
Morgan Stanley
New York
|
+$1.82M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$712K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FSIM
1
F-Squared Investment Management
Wellesley,
Massachusetts
| $21.1M | +$20.2M | +457,878 | New |
|
|
NA
2
Navellier & Associates
Reno,
Nevada
| $9.5M | +$8.47M | +191,644 | +1,295% |
|
|
3
Morgan Stanley
New York
| $4.02M | +$1.82M | +41,083 | +89% |
|
|
JG
4
Jefferies Group
New York
| $3.63M | +$3.48M | +78,796 | New |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.67M | +$500K | +11,323 | +24% |
|
|
AGA
6
Accuvest Global Advisors
Provo,
Utah
| $1.73M | -$1.6M | -36,270 | -49% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $1.31M | +$712K | +16,101 | +131% |
|
|
SAM
8
SignalPoint Asset Management
Springfield,
Missouri
| $365K | +$350K | +7,924 | New |
|
|
PFS
9
Prospera Financial Services
Dallas,
Texas
| $337K | +$55.6K | +1,258 | +21% |
|
|
AIG
10
American International Group
New York
| $71.1K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $37K | +$4.29K | +97 | +14% |
|
FJP Hedge Fund Activity: Q3 2013 in Review
11 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q3 2013, worth a combined $44.8M — up 431% from $8.43M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FJP positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was F-Squared Investment Management, opening a new position worth an estimated $20.2M. The largest seller was Accuvest Global Advisors, cutting an estimated $1.6M.
- 11 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q3 2013, up from 8 in Q2 2013.
- Funds reported $44.8M of First Trust Japan AlphaDEX Fund stock for Q3 2013, up 431% quarter-over-quarter.
- 3 funds opened new First Trust Japan AlphaDEX Fund positions in Q3 2013 and 0 closed out, a net change of +3 holders.
- The largest First Trust Japan AlphaDEX Fund buyer in Q3 2013 was F-Squared Investment Management, an estimated $20.2M added.
- The largest First Trust Japan AlphaDEX Fund seller in Q3 2013 was Accuvest Global Advisors, an estimated $1.6M sold.
Based on aggregated 13F filings for Q3 2013.