We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

39 hedge funds and large institutions have $157M invested in First Trust Intermediate Duration Preferred & Income Fund in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

195% more capital invested

Capital invested by funds: $53.3M → $157M (+$104M)

86% more funds holding

Funds holding: 2139 (+18)

7.96% more ownership

Funds ownership: 3.95%11.91% (+8%)

Holders
39
Holders Change
+18
Holders Change %
+85.71%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
15
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.5M +$12.8M +617,869 +54%
BTS
2
BB&T Securities
Virginia
$15M +$882K +42,461 +152%
PRCM
3
Pine River Capital Management
Minnesota
$12.9M +$12.6M +606,162 New
KIM
4
Karpus Investment Management
New York
$11.7M +$11.5M +551,734 New
SIA
5
Sit Investment Associates
Minnesota
$11M +$10.7M +515,102 +12,975%
Invesco
6
Invesco
Georgia
$7.69M +$2.29M +110,174 +44%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.12M +$5.64M +271,245 +425%
MIG
8
Mariner Investment Group
New York
$7.12M +$6.96M +334,883 New
SCM
9
Saba Capital Management
New York
$6.45M +$1.75M +84,092 +38%
RCM
10
Rivernorth Capital Management
Florida
$6.21M +$6.07M +292,252 New
RVP
11
Relative Value Partners
Illinois
$5.34M +$5.23M +251,444 New
Bank of America
12
Bank of America
North Carolina
$4.99M +$1.07M +51,371 +28%
FIMG
13
Financial & Investment Management Group
Michigan
$4.13M +$4.04M +194,275 New
SCM
14
Sterneck Capital Management
Missouri
$3.44M +$2.92M +140,629 +669%
LPL Financial
15
LPL Financial
California
$2.9M +$51.5K +2,479 +2%
CFN
16
Cordasco Financial Network
Florida
$2.68M +$2.62M +126,161 New
PAS
17
Partnervest Advisory Services
California
$1.78M +$463K +22,300 +36%
U
18
UBS
Switzerland
$1.36M +$1.29M +62,127 +3,530%
Wells Fargo
19
Wells Fargo
California
$1.22M +$1.16M +55,880 +3,650%
WAM
20
Wolverine Asset Management
Illinois
$1.15M +$1.13M +54,266 New
CAS
21
CTC Alternative Strategies
Illinois
$941K +$921K +44,300 New
CS
22
Credit Suisse
Switzerland
$923K +$903K +43,439 New
SFS
23
Shaker Financial Services
Virginia
$887K +$867K +41,719 New
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$645K +$631K +30,376 New
Citigroup
25
Citigroup
New York
$413K +$189K +9,100 +88%