We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

51 hedge funds and large institutions have $246M invested in First Trust Intermediate Duration Preferred & Income Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $179M → $246M (+$67M)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

3.38% more ownership

Funds ownership: 12.42%15.8% (+3.4%)

0% more funds holding

Funds holding: 5151 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
18
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$68.1M +$6.13M +279,894 +10%
BTS
2
BB&T Securities
Virginia
$31.8M +$1.32M +60,417 +76%
UBS Group
3
UBS Group
Switzerland
$20.2M +$19.5M +889,142 New
MGAM
4
McGowan Group Asset Management
Texas
$15.2M +$14.6M +668,355 New
KIM
5
Karpus Investment Management
New York
$15M -$2.28M -104,325 -14%
Invesco
6
Invesco
Georgia
$13.7M +$1.24M +56,828 +10%
GC
7
Guggenheim Capital
Illinois
$11.3M +$10.9M +498,396 New
Bessemer Group
8
Bessemer Group
New Jersey
$9.77M -$438K -20,000 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.28M +$470K +21,488 +6%
EVM
10
Eaton Vance Management
Massachusetts
$8M +$7.84M +358,300 New
Bank of America
11
Bank of America
North Carolina
$7.91M +$603K +27,555 +9%
RVP
12
Relative Value Partners
Illinois
$6.37M -$76.1K -3,476 -1%
Wells Fargo
13
Wells Fargo
California
$5.82M +$708K +32,349 +14%
LPL Financial
14
LPL Financial
California
$3.81M +$177K +8,077 +5%
SCM
15
Sterneck Capital Management
Missouri
$3.46M +$571K +26,087 +21%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.95M +$1.17M +53,603 +167%
FIMG
17
Financial & Investment Management Group
Michigan
$1.81M -$1.58M -71,975 -47%
UCFA
18
United Capital Financial Advisors
Texas
$1.78M +$1.18M +53,879 +220%
CFN
19
Cordasco Financial Network
Florida
$1.46M -$65.2K -2,980 -4%
B
20
Baird
Wisconsin
$1.18M +$612K +27,976 +117%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.12M +$92.9K +4,246 +9%
SI
22
SII Investments
Wisconsin
$1.1M -$176K -8,061 -14%
CS
23
Credit Suisse
Switzerland
$1.1M -$20.4K -931 -2%
PAS
24
Partnervest Advisory Services
California
$855K -$372K -16,981 -31%
SIA
25
Sit Investment Associates
Minnesota
$852K +$201K +9,200 +33%