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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 $26.2M invested in Federated Premier Intermediate M in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more capital invested

Capital invested by funds: $24.9M → $26.2M (+$1.3M)

5% more funds holding

Funds holding: 2223 (+1)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
5
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
$17.2M -$206K -14,475 -1%
HK
2
Horizon Kinetics
New York
$1.55M +$195K +13,718 +15%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$934K
RJA
4
Raymond James & Associates
Florida
$917K +$99 +7 +0%
Wells Fargo
5
Wells Fargo
California
$847K
HighTower Advisors
6
HighTower Advisors
Illinois
$678K +$69.6K +4,905 +12%
Bank of America
7
Bank of America
North Carolina
$608K -$62.3K -4,385 -10%
Morgan Stanley
8
Morgan Stanley
New York
$529K +$46.2K +3,251 +10%
PMG
9
ProVise Management Group
Florida
$405K +$2.13K +150 +0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$403K +$88K +6,200 +29%
LPL Financial
11
LPL Financial
California
$395K -$381K -26,868 -50%
First Trust Advisors
12
First Trust Advisors
Illinois
$327K +$16.3K +1,150 +5%
SPC
13
Sigma Planning Corp
Michigan
$278K +$1.16K +82 +0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$243K -$14.2K -1,002 -6%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$243K +$236K +16,600 New
IFAM
16
Institutional & Family Asset Management
Colorado
$197K +$4.56K +321 +2%
SWM
17
Segment Wealth Management
Texas
$158K
BFEC
18
Benjamin F. Edwards & Company
Missouri
$116K -$84.4K -5,946 -43%
PCP
19
Proficio Capital Partners
Massachusetts
$30K +$5.82K +410 +24%
IA
20
IFP Advisors
Florida
$25K +$24.6K +1,733 New
Creative Planning
21
Creative Planning
Kansas
$24K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$12K
MFS
23
MSI Financial Services
Massachusetts
$12K +$1.15K +81 +11%
WAM
24
Wolverine Asset Management
Illinois
-$130K -9,459 Closed

FPT Hedge Fund Activity: Q2 2016 in Review

23 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Federated Premier Intermediate M (FPT) for Q2 2016, worth a combined $26.2M — up 5.2% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FPT positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $236K. The largest seller was LPL Financial, cutting an estimated $381K.

  • 23 institutional investors held Federated Premier Intermediate M (FPT) as of Q2 2016, up from 22 in Q1 2016.
  • Funds reported $26.2M of Federated Premier Intermediate M stock for Q2 2016, up 5.2% quarter-over-quarter.
  • 2 funds opened new Federated Premier Intermediate M positions in Q2 2016 and 1 closed out, a net change of +1 holder.
  • The largest Federated Premier Intermediate M buyer in Q2 2016 was Baird Financial Group, an estimated $236K added.
  • The largest Federated Premier Intermediate M seller in Q2 2016 was LPL Financial, an estimated $381K sold.

Based on aggregated 13F filings for Q2 2016.