We are live on ! Find out more
FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD

Delisted

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

Back to rankings

59 hedge funds and large institutions have $174M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

7% more funds holding

Funds holding: 55 → 59 (+4)

5% more capital invested

Capital invested by funds: $166M → $174M (+$8.9M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$4.42M
2
CC
Carlson Capital
Texas
+$2.93M
3
Wells Fargo
Wells Fargo
California
+$1.32M
4
CA
Cornerstone Advisors
North Carolina
+$897K
5
AQR Capital Management
AQR Capital Management
Connecticut
+$700K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.43M
2
DA
Doliver Advisors
Texas
-$1.61M
3
Morgan Stanley
Morgan Stanley
New York
-$1.39M
4
GC
Guggenheim Capital
Illinois
-$1.02M
5
AAM
Advisors Asset Management
Colorado
-$884K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
$34.3K -$8.8K -500 -21%
CBT
52
Central Bank & Trust
Kentucky
$29K +$28.6K +1,625 New
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$24K – – –
First Manhattan
54
First Manhattan
New York
$17K +$17.6K +1,000 New
Citigroup
55
Citigroup
New York
$12K +$10.4K +592 +834%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$5K -$25.5K -1,450 -83%
TRCT
57
Tower Research Capital (TRC)
New York
$4K -$3.79K -215 -49%
Creative Planning
58
Creative Planning
Kansas
$4K – – –
MA
59
MUFG Americas
New York
$1K – – –
Goldman Sachs
60
Goldman Sachs
New York
– -$759K -44,091 Closed
WAM
61
Wolverine Asset Management
Illinois
– -$548K -31,872 Closed
IMS
62
Index Management Solutions
Pennsylvania
– -$549K -31,865 Closed
VKH
63
Virtu KCG Holdings
New York
– -$379K -22,034 Closed
CIA
64
Capital Investment Advisors
Georgia
– -$274K -15,905 Closed
MWM
65
Merriman Wealth Management
Washington
– -$207K -12,000 Closed
1 2
3

FSD Hedge Fund Activity: Q1 2014 in Review

59 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q1 2014, worth a combined $174M — up 5.4% from $166M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FSD positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $4.42M. The largest seller was Bank of America, cutting an estimated $2.43M.

  • 59 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q1 2014, up from 55 in Q4 2013.
  • Funds reported $174M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q1 2014, up 5.4% quarter-over-quarter.
  • 10 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q1 2014 was Saba Capital Management, an estimated $4.42M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q1 2014 was Bank of America, an estimated $2.43M sold.

Based on aggregated 13F filings for Q1 2014.