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FPT

Federated Premier Intermediate M

Delisted

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

25 hedge funds and large institutions have $25.1M invested in Federated Premier Intermediate M in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

2% more capital invested

Capital invested by funds: $24.6M → $25.1M (+$592K)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$17M +$2.6M +197,936 +17%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.28M +$1.32M +100,757 New
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$833K +$16.4K +1,250 +2%
RJA
4
Raymond James & Associates
Florida
$767K -$13.7K -1,046 -2%
Wells Fargo
5
Wells Fargo
California
$668K -$28.9K -2,200 -4%
HighTower Advisors
6
HighTower Advisors
Illinois
$622K +$20.5K +1,562 +3%
Morgan Stanley
7
Morgan Stanley
New York
$587K +$153K +11,673 +34%
HK
8
Horizon Kinetics
New York
$537K -$822K -62,513 -60%
Bank of America
9
Bank of America
North Carolina
$443K -$24.3K -1,845 -5%
First Trust Advisors
10
First Trust Advisors
Illinois
$426K +$115K +8,733 +35%
PMG
11
ProVise Management Group
Florida
$355K
LPL Financial
12
LPL Financial
California
$293K -$20.6K -1,568 -6%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$273K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$243K +$31.3K +2,379 +14%
IFAM
15
Institutional & Family Asset Management
Colorado
$174K +$2.16K +164 +1%
SWM
16
Segment Wealth Management
Texas
$137K
LCM
17
Landscape Capital Management
New Jersey
$132K +$137K +10,455 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$123K -$6.57K -500 -5%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$101K +$697 +53 +0.7%
UBS Group
20
UBS Group
Switzerland
$45K +$10.4K +793 +29%
PCP
21
Proficio Capital Partners
Massachusetts
$40K
IA
22
IFP Advisors
Florida
$37K +$15.5K +1,180 +68%
Creative Planning
23
Creative Planning
Kansas
$21K
MFS
24
MSI Financial Services
Massachusetts
$11K +$131 +10 +1%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$10K

FPT Hedge Fund Activity: Q4 2016 in Review

25 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Federated Premier Intermediate M (FPT) for Q4 2016, worth a combined $25.1M — up 2.4% from $24.6M a quarter earlier.

Fund positioning in FPT was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.6M. The largest seller was Horizon Kinetics, cutting an estimated $822K.

  • 25 institutional investors held Federated Premier Intermediate M (FPT) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $25.1M of Federated Premier Intermediate M stock for Q4 2016, up 2.4% quarter-over-quarter.
  • 2 funds opened new Federated Premier Intermediate M positions in Q4 2016 and 2 closed out, a net change of 0 holders.
  • The largest Federated Premier Intermediate M buyer in Q4 2016 was Karpus Investment Management, an estimated $2.6M added.
  • The largest Federated Premier Intermediate M seller in Q4 2016 was Horizon Kinetics, an estimated $822K sold.

Based on aggregated 13F filings for Q4 2016.