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FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD

Delisted

FSD was delisted on the 19th of July, 2024.

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68 hedge funds and large institutions have $170M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

17% more funds holding

Funds holding: 58 → 68 (+10)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

6% less capital invested

Capital invested by funds: $180M → $170M (-$10.2M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
18
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$6.98M
2
COLIM
City of London Investment Management
United Kingdom
+$4.94M
3
MIG
Mariner Investment Group
New York
+$4.01M
4
SG Americas Securities
SG Americas Securities
New York
+$2.45M
5
TAM
Third Avenue Management
New York
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
CP
Camelot Portfolios
Ohio
-$14M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$6.34M
3
SCM
Saba Capital Management
New York
-$1.65M
4
WAM
Wolverine Asset Management
Illinois
-$1.33M
5
Morgan Stanley
Morgan Stanley
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TFS Capital
Pennsylvania
$818K +$851K +51,114 New
Franklin Resources
27
Franklin Resources
California
$810K – – –
DA
28
Doliver Advisors
Texas
$773K +$378K +22,728 +89%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$762K +$217K +13,050 +38%
CA
30
Cornerstone Advisors
North Carolina
$749K – – –
LCM
31
Landscape Capital Management
New Jersey
$745K +$534K +32,052 +221%
HFS
32
HL Financial Services
Kentucky
$725K +$108K +6,501 +17%
WS
33
Wedbush Securities
California
$640K -$25.8K -1,548 -4%
PAM
34
PVG Asset Management
Colorado
$521K +$542K +32,590 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$461K -$116K -6,982 -20%
OC
36
Oppenheimer & Co
New York
$457K -$162K -9,733 -25%
WA
37
WFG Advisors
Texas
$430K +$2.16K +130 +0.5%
VKH
38
Virtu KCG Holdings
New York
$410K +$427K +25,651 New
Stifel Financial
39
Stifel Financial
Missouri
$350K +$82.2K +4,936 +29%
PPA
40
Parametric Portfolio Associates
Washington
$329K -$2.98K -179 -0.9%
KSCM
41
Kamunting Street Capital Management
Florida
$328K -$15K -900 -4%
CIA
42
Capital Investment Advisors
Georgia
$296K +$20K +1,200 +7%
Deutsche Bank
43
Deutsche Bank
Germany
$283K – – –
DS
44
DRW Securities
Illinois
$274K – – –
GEM
45
Global Endowment Management
North Carolina
$256K +$266K +16,000 New
BFM
46
Boothbay Fund Management
New York
$255K +$266K +15,960 New
OFG
47
OTA Financial Group
New York
$237K +$247K +14,839 New
Goldman Sachs
48
Goldman Sachs
New York
$228K +$66.8K +4,010 +39%
VFS
49
VSR Financial Services
Kansas
$218K -$41.6K -2,500 -15%
DWT
50
Dorsey & Whitney Trust
South Dakota
$216K -$8.32K -500 -4%
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FSD Hedge Fund Activity: Q4 2014 in Review

68 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q4 2014, worth a combined $170M — down 5.6% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FSD positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $6.98M. The largest seller was Camelot Portfolios, exiting entirely with an estimated $14M sold.

  • 68 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q4 2014, up from 58 in Q3 2014.
  • Funds reported $170M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q4 2014, down 5.6% quarter-over-quarter.
  • 17 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q4 2014 and 6 closed out, a net change of +11 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q4 2014 was Eaton Vance Management, an estimated $6.98M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q4 2014 was Camelot Portfolios, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2014.