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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 $10.4M invested in Federated Premier Intermediate M in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $9.85M → $10.4M (+$552K)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.8M -$150K -11,568 -8%
Morgan Stanley
2
Morgan Stanley
New York
$1.53M +$208K +16,030 +16%
Wells Fargo
3
Wells Fargo
California
$1.07M +$399K +30,750 +60%
RJA
4
Raymond James & Associates
Florida
$993K -$37K -2,852 -4%
FIMG
5
Financial & Investment Management Group
Michigan
$727K +$727K +55,975 New
WAM
6
Wolverine Asset Management
Illinois
$683K -$32.9K -2,531 -5%
Bank of America
7
Bank of America
North Carolina
$581K -$23.1K -1,778 -4%
HighTower Advisors
8
HighTower Advisors
Illinois
$564K +$2.6K +200 +0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$433K -$22.7K -1,750 -5%
KIM
10
Karpus Investment Management
New York
$402K
PMG
11
ProVise Management Group
Florida
$353K +$39K +3,000 +12%
First Trust Advisors
12
First Trust Advisors
Illinois
$235K +$235K +18,087 New
Goldman Sachs
13
Goldman Sachs
New York
$227K
BFEC
14
Benjamin F. Edwards & Company
Missouri
$203K +$2.27K +175 +1%
LCM
15
Landscape Capital Management
New Jersey
$193K -$121K -9,294 -39%
SWM
16
Segment Wealth Management
Texas
$171K
DA
17
Doliver Advisors
Texas
$161K -$87.4K -6,732 -35%
MFS
18
MSI Financial Services
Massachusetts
$33K
Creative Planning
19
Creative Planning
Kansas
$17K +$4.52K +348 +35%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$10K
UBS Group
21
UBS Group
Switzerland
$8K -$19.1K -1,467 -70%
TRCT
22
Tower Research Capital (TRC)
New York
$1K -$1.16K -89 -45%
Citigroup
23
Citigroup
New York
-$40K -3,101 Closed
CCA
24
Catalyst Capital Advisors
New York
-$10K -790 Closed

FPT Hedge Fund Activity: Q1 2015 in Review

22 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Federated Premier Intermediate M (FPT) for Q1 2015, worth a combined $10.4M — up 5.6% from $9.85M a quarter earlier.

Fund positioning in FPT was balanced in Q1 2015: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $727K. The largest seller was Advisors Asset Management, cutting an estimated $150K.

  • 22 institutional investors held Federated Premier Intermediate M (FPT) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $10.4M of Federated Premier Intermediate M stock for Q1 2015, up 5.6% quarter-over-quarter.
  • 2 funds opened new Federated Premier Intermediate M positions in Q1 2015 and 2 closed out, a net change of 0 holders.
  • The largest Federated Premier Intermediate M buyer in Q1 2015 was Financial & Investment Management Group, an estimated $727K added.
  • The largest Federated Premier Intermediate M seller in Q1 2015 was Advisors Asset Management, an estimated $150K sold.

Based on aggregated 13F filings for Q1 2015.