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FPT

Federated Premier Intermediate M

Delisted

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

26 hedge funds and large institutions have $29.6M invested in Federated Premier Intermediate M in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

18% more capital invested

Capital invested by funds: $25.1M → $29.6M (+$4.45M)

4% more funds holding

Funds holding: 2526 (+1)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
5
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
$19.5M +$1.79M +139,268 +10%
RCM
2
Rivernorth Capital Management
Florida
$1.68M +$1.64M +127,906 New
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.1M +$234K +18,186 +28%
RJA
4
Raymond James & Associates
Florida
$798K +$668 +52 +0.1%
Wells Fargo
5
Wells Fargo
California
$742K +$46.1K +3,591 +7%
Morgan Stanley
6
Morgan Stanley
New York
$689K +$77.2K +6,004 +13%
HK
7
Horizon Kinetics
New York
$673K +$112K +8,720 +21%
HighTower Advisors
8
HighTower Advisors
Illinois
$644K -$4.02K -313 -0.6%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$546K -$761K -59,232 -59%
First Trust Advisors
10
First Trust Advisors
Illinois
$477K +$32.9K +2,558 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$398K +$142K +11,026 +57%
Bank of America
12
Bank of America
North Carolina
$378K -$80.1K -6,230 -18%
PMG
13
ProVise Management Group
Florida
$366K -$2.87K -223 -0.8%
LPL Financial
14
LPL Financial
California
$304K
SIA
15
Sit Investment Associates
Minnesota
$291K +$284K +22,093 New
Baird Financial Group
16
Baird Financial Group
Wisconsin
$280K -$3.85K -300 -1%
IFAM
17
Institutional & Family Asset Management
Colorado
$183K +$1.88K +146 +1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$152K +$148K +11,522 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$128K
BFEC
20
Benjamin F. Edwards & Company
Missouri
$106K +$617 +48 +0.6%
PCP
21
Proficio Capital Partners
Massachusetts
$68K +$24.5K +1,907 +60%
IA
22
IFP Advisors
Florida
$38K
Creative Planning
23
Creative Planning
Kansas
$22K
AG
24
Advisor Group
Arizona
$13K +$12.8K +1,000 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$11K

FPT Hedge Fund Activity: Q1 2017 in Review

26 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Federated Premier Intermediate M (FPT) for Q1 2017, worth a combined $29.6M — up 18% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FPT positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.79M. The largest seller was Fiera Capital (Canada), cutting an estimated $761K.

  • 26 institutional investors held Federated Premier Intermediate M (FPT) as of Q1 2017, up from 25 in Q4 2016.
  • Funds reported $29.6M of Federated Premier Intermediate M stock for Q1 2017, up 18% quarter-over-quarter.
  • 5 funds opened new Federated Premier Intermediate M positions in Q1 2017 and 3 closed out, a net change of +2 holders.
  • The largest Federated Premier Intermediate M buyer in Q1 2017 was Karpus Investment Management, an estimated $1.79M added.
  • The largest Federated Premier Intermediate M seller in Q1 2017 was Fiera Capital (Canada), an estimated $761K sold.

Based on aggregated 13F filings for Q1 2017.