First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
11 hedge funds and large institutions have $55.3M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
61% more capital invested
Capital invested by funds: $34.3M → $55.3M (+$21M)
22% more funds holding
Funds holding: 9 → 11 (+2)
49.97% less ownership
Funds ownership: 145.48% → 95.51% (-50%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$31.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$493K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$364K |
| 4 |
PI
Placemark Investments
Chicago,
Illinois
|
+$265K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$7.87M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.41M |
| 3 |
Jane Street
New York
|
-$1.5M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$290K |
FPA Hedge Fund Activity: Q4 2013 in Review
11 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q4 2013, worth a combined $55.3M — up 61% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FPA positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was F-Squared Investment Management, adding an estimated $31.9M. The largest seller was Navellier & Associates, exiting entirely with an estimated $7.87M sold.
- 11 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q4 2013, up from 9 in Q3 2013.
- Funds reported $55.3M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q4 2013, up 61% quarter-over-quarter.
- 5 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q4 2013 and 3 closed out, a net change of +2 holders.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q4 2013 was F-Squared Investment Management, an estimated $31.9M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q4 2013 was Navellier & Associates, an estimated $7.87M sold.
Based on aggregated 13F filings for Q4 2013.