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FPT

Federated Premier Intermediate M

Delisted

FPT was delisted on the 17th of November, 2017.

23 hedge funds and large institutions have $7.62M invested in Federated Premier Intermediate M in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

12% more capital invested

Capital invested by funds: $6.82M → $7.62M (+$808K)

5% more funds holding

Funds holding: 2223 (+1)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$1.34M +$23.3K +1,887 +2%
Morgan Stanley
2
Morgan Stanley
New York
$903K +$243K +19,685 +38%
WAM
3
Wolverine Asset Management
Illinois
$830K +$220K +17,880 +37%
HighTower Advisors
4
HighTower Advisors
Illinois
$750K -$13.1K -1,064 -2%
AAM
5
Advisors Asset Management
Colorado
$539K +$532K +43,173 New
Wells Fargo
6
Wells Fargo
California
$410K +$98K +7,950 +32%
DA
7
Doliver Advisors
Texas
$341K -$176K -14,287 -34%
PMG
8
ProVise Management Group
Florida
$341K +$24.7K +2,000 +8%
First Trust Advisors
9
First Trust Advisors
Illinois
$304K -$13.3K -1,077 -4%
SWM
10
Segment Wealth Management
Texas
$284K
Bank of America
11
Bank of America
North Carolina
$281K -$85.4K -6,926 -24%
Invesco
12
Invesco
Georgia
$249K -$20.4K -1,659 -8%
Goldman Sachs
13
Goldman Sachs
New York
$219K +$216K +17,499 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$185K +$79.5K +6,450 +78%
PRCM
15
Pine River Capital Management
Minnesota
$166K
BFEC
16
Benjamin F. Edwards & Company
Missouri
$148K +$75.8K +6,148 +108%
LPL Financial
17
LPL Financial
California
$127K +$128K +10,403 New
U
18
UBS
Switzerland
$85K -$23.6K -1,918 -22%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$76K +$74.3K +6,030 New
MFS
20
MSI Financial Services
Massachusetts
$26K
Ameriprise
21
Ameriprise
Minnesota
$10K -$22.2K -1,800 -69%
SNT
22
Security National Trust
West Virginia
$8K
Citigroup
23
Citigroup
New York
$4K +$3.91K +317 +813%
HK
24
Horizon Kinetics
New York
-$169K -12,918 Closed
LNB
25
Ledyard National Bank
-$59K -4,500 Closed

FPT Hedge Fund Activity: Q3 2013 in Review

23 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Federated Premier Intermediate M (FPT) for Q3 2013, worth a combined $7.62M — up 12% from $6.82M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FPT positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $532K. The largest seller was Doliver Advisors, cutting an estimated $176K.

  • 23 institutional investors held Federated Premier Intermediate M (FPT) as of Q3 2013, up from 22 in Q2 2013.
  • Funds reported $7.62M of Federated Premier Intermediate M stock for Q3 2013, up 12% quarter-over-quarter.
  • 4 funds opened new Federated Premier Intermediate M positions in Q3 2013 and 3 closed out, a net change of +1 holder.
  • The largest Federated Premier Intermediate M buyer in Q3 2013 was Advisors Asset Management, an estimated $532K added.
  • The largest Federated Premier Intermediate M seller in Q3 2013 was Doliver Advisors, an estimated $176K sold.

Based on aggregated 13F filings for Q3 2013.