First Trust Managed Futures Strategy Fund
FMF
8 hedge funds and large institutions have $888K invested in First Trust Managed Futures Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 8 → 8 (0)
5% less ownership
Funds ownership: 12.47% → 7.48% (-5%)
40% less capital invested
Capital invested by funds: $1.48M → $888K (-$596K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.63K |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$3.58K |
| 3 |
FGC
Financial Gravity Companies
Lakeway,
Texas
|
+$1.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$556K |
| 2 |
LPL Financial
San Diego,
California
|
-$17K |
| 3 |
CA
Calton & Associates
Tampa,
Florida
|
-$14K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $446K | -$556K | -11,663 | -55% |
|
|
2
LPL Financial
San Diego,
California
| $414K | -$17K | -356 | -4% |
|
|
3
UBS Group
Zurich,
Switzerland
| $9K | +$8.63K | +181 | New |
|
4
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
MOS
5
MGO One Seven
Beachwood,
Ohio
| $6K | +$3.58K | +75 | +144% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | – | – | – |
|
|
FGAM
7
Financial Gravity Asset Management
Lakeway,
Texas
| $2K | +$1.91K | +40 | New |
|
|
FGC
8
Financial Gravity Companies
Lakeway,
Texas
| $2K | +$1.91K | +40 | New |
|
|
CA
9
Calton & Associates
Tampa,
Florida
| – | -$14K | -290 | Closed |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6K | -132 | Closed |
|
FMF Hedge Fund Activity: Q1 2018 in Review
8 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Futures Strategy Fund (FMF) for Q1 2018, worth a combined $888K — down 40% from $1.48M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FMF positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $8.63K. The largest seller was Susquehanna International Group, cutting an estimated $556K.
- 8 institutional investors held First Trust Managed Futures Strategy Fund (FMF) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $888K of First Trust Managed Futures Strategy Fund stock for Q1 2018, down 40% quarter-over-quarter.
- 3 funds opened new First Trust Managed Futures Strategy Fund positions in Q1 2018 and 2 closed out, a net change of +1 holder.
- The largest First Trust Managed Futures Strategy Fund buyer in Q1 2018 was UBS Group, an estimated $8.63K added.
- The largest First Trust Managed Futures Strategy Fund seller in Q1 2018 was Susquehanna International Group, an estimated $556K sold.
Based on aggregated 13F filings for Q1 2018.