First Trust United Kingdom AlphaDEX Fund
30 hedge funds and large institutions have $348M invested in First Trust United Kingdom AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 4 closing their positions.
467% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 3
244% more capital invested
Capital invested by funds: $101M → $348M (+$247M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
51.1% more ownership
Funds ownership: 50.29% → 101.39% (+51%)
20% more funds holding
Funds holding: 25 → 30 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$158M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$62.2M |
| 3 |
Morgan Stanley
New York
|
+$8.48M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.74M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.43M |
| 2 |
Jane Street
New York
|
-$2.62M |
| 3 |
JG
Jefferies Group
New York
|
-$294K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$283K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $18K | -$9.29K | -213 | -34% |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12K | +$12.5K | +286 | New |
|
|
WA
28
WFG Advisors
Dallas,
Texas
| $11K | +$87 | +2 | +0.8% |
|
|
BCMIO
29
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $5K | +$4.54K | +104 | New |
|
|
30
Jane Street
New York
| – | -$2.62M | -64,727 | Closed |
|
|
JG
31
Jefferies Group
New York
| – | -$294K | -7,278 | Closed |
|
|
VKH
32
Virtu KCG Holdings
New York
| – | -$283K | -7,013 | Closed |
|
|
CI
33
Clal Insurance
Tel-Aviv,
Israel
| – | -$52K | -1,294 | Closed |
|
FKU Hedge Fund Activity: Q2 2015 in Review
30 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q2 2015, worth a combined $348M — up 244% from $101M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FKU positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 3 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $158M. The largest seller was Susquehanna International Group, cutting an estimated $7.43M.
- 30 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q2 2015, up from 25 in Q1 2015.
- Funds reported $348M of First Trust United Kingdom AlphaDEX Fund stock for Q2 2015, up 244% quarter-over-quarter.
- 9 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q2 2015 and 4 closed out, a net change of +5 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q2 2015 was First Trust Advisors, an estimated $158M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q2 2015 was Susquehanna International Group, an estimated $7.43M sold.
Based on aggregated 13F filings for Q2 2015.