We are live on ! Find out more
FPT

Federated Premier Intermediate M

Delisted

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

23 hedge funds and large institutions have $8.29M invested in Federated Premier Intermediate M in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

11% less capital invested

Capital invested by funds: $9.36M → $8.29M (-$1.07M)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.24M +$424K +33,430 +24%
RJA
2
Raymond James & Associates
Florida
$1.09M +$91.9K +7,252 +9%
HighTower Advisors
3
HighTower Advisors
Illinois
$630K +$10.1K +799 +2%
Morgan Stanley
4
Morgan Stanley
New York
$580K -$390K -30,750 -40%
FIMG
5
Financial & Investment Management Group
Michigan
$572K +$6.33K +500 +1%
Bank of America
6
Bank of America
North Carolina
$481K +$15.8K +1,251 +3%
Wells Fargo
7
Wells Fargo
California
$408K -$27.3K -2,158 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$329K +$19K +1,500 +6%
KIM
9
Karpus Investment Management
New York
$306K +$302K +23,868 New
SWM
10
Segment Wealth Management
Texas
$291K
PMG
11
ProVise Management Group
Florida
$245K +$37.1K +2,925 +18%
Goldman Sachs
12
Goldman Sachs
New York
$224K
DA
13
Doliver Advisors
Texas
$196K -$399K -31,458 -67%
WAM
14
Wolverine Asset Management
Illinois
$158K -$959K -75,711 -86%
LPL Financial
15
LPL Financial
California
$144K +$142K +11,199 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$142K -$10.4K -822 -7%
Invesco
17
Invesco
Georgia
$134K -$6.55K -517 -5%
U
18
UBS
Switzerland
$31K +$30.8K +2,430 New
Citigroup
19
Citigroup
New York
$30K +$3.9K +308 +15%
PAS
20
Partnervest Advisory Services
California
$27K
MFS
21
MSI Financial Services
Massachusetts
$26K
TRCT
22
Tower Research Capital (TRC)
New York
$3K -$12.2K -964 -83%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$2K +$1.9K +150 New
First Trust Advisors
24
First Trust Advisors
Illinois
-$251K -20,596 Closed
TC
25
TFS Capital
Pennsylvania
-$222K -18,252 Closed

FPT Hedge Fund Activity: Q1 2014 in Review

23 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Federated Premier Intermediate M (FPT) for Q1 2014, worth a combined $8.29M — down 11% from $9.36M a quarter earlier.

Fund positioning in FPT was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $424K. The largest seller was Wolverine Asset Management, cutting an estimated $959K.

  • 23 institutional investors held Federated Premier Intermediate M (FPT) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $8.29M of Federated Premier Intermediate M stock for Q1 2014, down 11% quarter-over-quarter.
  • 4 funds opened new Federated Premier Intermediate M positions in Q1 2014 and 4 closed out, a net change of 0 holders.
  • The largest Federated Premier Intermediate M buyer in Q1 2014 was Advisors Asset Management, an estimated $424K added.
  • The largest Federated Premier Intermediate M seller in Q1 2014 was Wolverine Asset Management, an estimated $959K sold.

Based on aggregated 13F filings for Q1 2014.