First Trust Managed Futures Strategy Fund
FMF
7 hedge funds and large institutions have $5.62M invested in First Trust Managed Futures Strategy Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
6% more capital invested
Capital invested by funds: $5.3M → $5.62M (+$320K)
2.52% more ownership
Funds ownership: 42.5% → 45.02% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$222K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$128K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$4.91K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.91K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$491 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$72.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of Montreal
Toronto,
Ontario, Canada
| $1.9M | +$128K | +2,607 | +7% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.86M | -$72.5K | -1,477 | -4% |
|
|
3
LPL Financial
San Diego,
California
| $1.83M | +$222K | +4,527 | +14% |
|
4
UBS Group
Zurich,
Switzerland
| $24K | +$23.5K | +479 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $5K | +$4.91K | +100 | New |
|
|
NPC
6
National Planning Corporation
El Segundo,
California
| $4.93K | +$4.91K | +100 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$491 | +10 | New |
|
FMF Hedge Fund Activity: Q4 2014 in Review
7 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q4 2014, worth a combined $5.62M — up 6% from $5.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FMF positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $222K. The largest seller was Susquehanna International Group, cutting an estimated $72.5K.
- 7 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q4 2014, up from 3 in Q3 2014.
- Funds reported $5.62M of First Trust Managed Futures Strategy Fund stock for Q4 2014, up 6% quarter-over-quarter.
- 4 funds opened new First Trust Managed Futures Strategy Fund positions in Q4 2014 and 0 closed out, a net change of +4 holders.
- The largest First Trust Managed Futures Strategy Fund buyer in Q4 2014 was LPL Financial, an estimated $222K added.
- The largest First Trust Managed Futures Strategy Fund seller in Q4 2014 was Susquehanna International Group, an estimated $72.5K sold.
Based on aggregated 13F filings for Q4 2014.