First Trust United Kingdom AlphaDEX Fund
24 hedge funds and large institutions have $154M invested in First Trust United Kingdom AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
311% more capital invested
Capital invested by funds: $37.5M → $154M (+$117M)
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
140.01% more ownership
Funds ownership: 74.07% → 214.08% (+140%)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
50% more funds holding
Funds holding: 16 → 24 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$109M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.16M |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$6.15M |
| 4 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$1.69M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.42M |
| 2 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$613K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$292K |
| 4 |
LPL Financial
San Diego,
California
|
-$289K |
| 5 |
Jane Street
New York
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| – | -$16K | -390 | Closed |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| – | +$82 | +2 | New |
|
FKU Hedge Fund Activity: Q3 2014 in Review
24 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q3 2014, worth a combined $154M — up 311% from $37.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FKU positions and 3 closed out — a net gain of 8 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was F-Squared Investment Management, opening a new position worth an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $2.42M.
- 24 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q3 2014, up from 16 in Q2 2014.
- Funds reported $154M of First Trust United Kingdom AlphaDEX Fund stock for Q3 2014, up 311% quarter-over-quarter.
- 11 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q3 2014 and 3 closed out, a net change of +8 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q3 2014 was F-Squared Investment Management, an estimated $109M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q3 2014 was Morgan Stanley, an estimated $2.42M sold.
Based on aggregated 13F filings for Q3 2014.