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FPT

Federated Premier Intermediate M

Delisted

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

22 hedge funds and large institutions have $9.85M invested in Federated Premier Intermediate M in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

28% more capital invested

Capital invested by funds: $7.68M → $9.85M (+$2.17M)

16% more funds holding

Funds holding: 1922 (+3)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.92M -$98K -7,674 -5%
Morgan Stanley
2
Morgan Stanley
New York
$1.3M +$790K +61,835 +154%
RJA
3
Raymond James & Associates
Florida
$1.01M +$10.3K +807 +1%
WAM
4
Wolverine Asset Management
Illinois
$704K +$698K +54,630 +9,601%
FIMG
5
Financial & Investment Management Group
Michigan
$676K
Wells Fargo
6
Wells Fargo
California
$660K +$236K +18,476 +56%
Bank of America
7
Bank of America
North Carolina
$594K -$160K -12,508 -21%
HighTower Advisors
8
HighTower Advisors
Illinois
$552K -$51.1K -4,002 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$448K +$125K +9,800 +39%
KIM
10
Karpus Investment Management
New York
$395K -$11.5K -900 -3%
PMG
11
ProVise Management Group
Florida
$308K +$1.92K +150 +0.6%
LCM
12
Landscape Capital Management
New Jersey
$308K +$116K +9,095 +60%
DA
13
Doliver Advisors
Texas
$244K -$138K -10,839 -36%
Goldman Sachs
14
Goldman Sachs
New York
$223K -$3.36K -263 -1%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$197K +$1.37K +107 +0.7%
SWM
16
Segment Wealth Management
Texas
$168K
Citigroup
17
Citigroup
New York
$40K +$28.3K +2,217 +251%
MFS
18
MSI Financial Services
Massachusetts
$33K +$6.75K +529 +26%
UBS Group
19
UBS Group
Switzerland
$27K +$26.8K +2,097 New
Creative Planning
20
Creative Planning
Kansas
$13K +$12.8K +1,000 New
CCA
21
Catalyst Capital Advisors
New York
$10K +$10.1K +790 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$10K +$10.2K +800 New
TRCT
23
Tower Research Capital (TRC)
New York
$3K +$2.55K +200 New
Invesco
24
Invesco
Georgia
-$81K -6,350 Closed
TJHA
25
Thomas J. Herzfeld Advisors
Florida
-$2K -150 Closed

FPT Hedge Fund Activity: Q4 2014 in Review

22 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Federated Premier Intermediate M (FPT) for Q4 2014, worth a combined $9.85M — up 28% from $7.68M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FPT positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $790K. The largest seller was Bank of America, cutting an estimated $160K.

  • 22 institutional investors held Federated Premier Intermediate M (FPT) as of Q4 2014, up from 19 in Q3 2014.
  • Funds reported $9.85M of Federated Premier Intermediate M stock for Q4 2014, up 28% quarter-over-quarter.
  • 5 funds opened new Federated Premier Intermediate M positions in Q4 2014 and 2 closed out, a net change of +3 holders.
  • The largest Federated Premier Intermediate M buyer in Q4 2014 was Morgan Stanley, an estimated $790K added.
  • The largest Federated Premier Intermediate M seller in Q4 2014 was Bank of America, an estimated $160K sold.

Based on aggregated 13F filings for Q4 2014.