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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 $22.6M invested in Federated Premier Intermediate M in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

28% more funds holding

Funds holding: 1823 (+5)

19% more capital invested

Capital invested by funds: $19M → $22.6M (+$3.59M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$15.5M +$2.2M +165,647 +17%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$858K
RJA
3
Raymond James & Associates
Florida
$842K -$87.4K -6,596 -10%
LPL Financial
4
LPL Financial
California
$779K +$568K +42,878 +297%
Wells Fargo
5
Wells Fargo
California
$735K
Bank of America
6
Bank of America
North Carolina
$588K -$23.3K -1,761 -4%
HighTower Advisors
7
HighTower Advisors
Illinois
$511K -$38.1K -2,875 -7%
Morgan Stanley
8
Morgan Stanley
New York
$488K -$385K -29,060 -44%
HK
9
Horizon Kinetics
New York
$461K +$453K +34,214 New
PMG
10
ProVise Management Group
Florida
$364K -$16.6K -1,250 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$341K -$1.52K -115 -0.5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$236K +$232K +17,535 New
First Trust Advisors
13
First Trust Advisors
Illinois
$216K -$20.3K -1,530 -9%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$195K +$2.38K +180 +1%
IFAM
15
Institutional & Family Asset Management
Colorado
$177K +$174K +13,116 New
SWM
16
Segment Wealth Management
Texas
$145K
UBS Group
17
UBS Group
Switzerland
$41K +$331 +25 +0.8%
IA
18
IFP Advisors
Florida
$23K +$23K +1,733 New
Creative Planning
19
Creative Planning
Kansas
$18K
PCP
20
Proficio Capital Partners
Massachusetts
$13K +$12.6K +954 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$11K
MFS
22
MSI Financial Services
Massachusetts
$10K +$9.98K +753 New
TRCT
23
Tower Research Capital (TRC)
New York
$1K +$636 +48 +92%
Citigroup
24
Citigroup
New York
-$6K -470 Closed

FPT Hedge Fund Activity: Q4 2015 in Review

23 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Federated Premier Intermediate M (FPT) for Q4 2015, worth a combined $22.6M — up 19% from $19M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FPT positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.2M. The largest seller was Morgan Stanley, cutting an estimated $385K.

  • 23 institutional investors held Federated Premier Intermediate M (FPT) as of Q4 2015, up from 18 in Q3 2015.
  • Funds reported $22.6M of Federated Premier Intermediate M stock for Q4 2015, up 19% quarter-over-quarter.
  • 6 funds opened new Federated Premier Intermediate M positions in Q4 2015 and 1 closed out, a net change of +5 holders.
  • The largest Federated Premier Intermediate M buyer in Q4 2015 was Karpus Investment Management, an estimated $2.2M added.
  • The largest Federated Premier Intermediate M seller in Q4 2015 was Morgan Stanley, an estimated $385K sold.

Based on aggregated 13F filings for Q4 2015.