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FPT

Federated Premier Intermediate M

Delisted

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

18 hedge funds and large institutions have $19M invested in Federated Premier Intermediate M in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $14M → $19M (+$4.96M)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

5% less funds holding

Funds holding: 1918 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$13M +$6.39M +488,614 +98%
RJA
2
Raymond James & Associates
Florida
$910K -$19.7K -1,507 -2%
Morgan Stanley
3
Morgan Stanley
New York
$859K -$237K -18,121 -22%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$840K +$835K +63,800 New
Wells Fargo
5
Wells Fargo
California
$719K +$27.2K +2,077 +4%
Bank of America
6
Bank of America
North Carolina
$597K +$42K +3,212 +8%
HighTower Advisors
7
HighTower Advisors
Illinois
$540K -$31.7K -2,425 -6%
PMG
8
ProVise Management Group
Florida
$371K +$9.16K +700 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$334K -$57.2K -4,369 -15%
First Trust Advisors
10
First Trust Advisors
Illinois
$231K -$4.51K -345 -2%
LPL Financial
11
LPL Financial
California
$191K +$50K +3,819 +36%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$188K +$2.37K +181 +1%
SWM
13
Segment Wealth Management
Texas
$142K
UBS Group
14
UBS Group
Switzerland
$40K +$37.1K +2,832 +1,317%
Creative Planning
15
Creative Planning
Kansas
$18K +$17.7K +1,353 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$11K
Citigroup
17
Citigroup
New York
$6K -$2.81K -215 -31%
TRCT
18
Tower Research Capital (TRC)
New York
$1K -$16.5K -1,262 -96%
AAM
19
Advisors Asset Management
Colorado
-$1.73M -132,084 Closed
FIMG
20
Financial & Investment Management Group
Michigan
-$304K -23,075 Closed
WAM
21
Wolverine Asset Management
Illinois
-$62K -4,766 Closed

FPT Hedge Fund Activity: Q3 2015 in Review

18 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Federated Premier Intermediate M (FPT) for Q3 2015, worth a combined $19M — up 35% from $14M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FPT and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.

The largest buyer was Karpus Investment Management, adding an estimated $6.39M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.73M sold.

  • 18 institutional investors held Federated Premier Intermediate M (FPT) as of Q3 2015, down from 19 in Q2 2015.
  • Funds reported $19M of Federated Premier Intermediate M stock for Q3 2015, up 35% quarter-over-quarter.
  • 2 funds opened new Federated Premier Intermediate M positions in Q3 2015 and 3 closed out, a net change of -1 holder.
  • The largest Federated Premier Intermediate M buyer in Q3 2015 was Karpus Investment Management, an estimated $6.39M added.
  • The largest Federated Premier Intermediate M seller in Q3 2015 was Advisors Asset Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2015.