First Trust Managed Futures Strategy Fund
FMF
7 hedge funds and large institutions have $9.93M invested in First Trust Managed Futures Strategy Fund in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
36% more capital invested
Capital invested by funds: $7.33M → $9.93M (+$2.61M)
21.56% more ownership
Funds ownership: 59% → 80.57% (+22%)
17% more funds holding
Funds holding: 6 → 7 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$841K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$273K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$64.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$29.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $5.05M | +$1.44M | +29,448 | +40% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.89M | +$273K | +5,580 | +17% |
|
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $1.71M | -$29.8K | -610 | -2% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.14M | +$841K | +17,196 | +293% |
|
|
5
UBS Group
Zurich,
Switzerland
| $70K | +$64.2K | +1,313 | +1,250% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $70K | +$69.1K | +1,414 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
FMF Hedge Fund Activity: Q4 2015 in Review
7 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q4 2015, worth a combined $9.93M — up 36% from $7.33M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FMF positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.44M. The largest seller was Bank of Montreal, cutting an estimated $29.8K.
- 7 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q4 2015, up from 6 in Q3 2015.
- Funds reported $9.93M of First Trust Managed Futures Strategy Fund stock for Q4 2015, up 36% quarter-over-quarter.
- 1 fund opened new First Trust Managed Futures Strategy Fund positions in Q4 2015 and 0 closed out, a net change of +1 holder.
- The largest First Trust Managed Futures Strategy Fund buyer in Q4 2015 was LPL Financial, an estimated $1.44M added.
- The largest First Trust Managed Futures Strategy Fund seller in Q4 2015 was Bank of Montreal, an estimated $29.8K sold.
Based on aggregated 13F filings for Q4 2015.