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First Trust Global Tactical Commodity Strategy Fund
FTGC

15 hedge funds and large institutions have $64.1M invested in First Trust Global Tactical Commodity Strategy Fund in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,107% more capital invested

Capital invested by funds: $2.9M → $64.1M (+$61.2M)

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

650% more funds holding

Funds holding: 2 → 15 (+13)

Holders
15
Holders Change
+13
Holders Change %
+650%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
Hays Advisory
Tennessee
+$45.9M
2
FHA
First Horizon Advisors
Tennessee
+$6.61M
3
Morgan Stanley
Morgan Stanley
New York
+$2.97M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.28M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$852K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1
Hays Advisory
Tennessee
$48.3M +$45.9M +1,416,047 New
FHA
2
First Horizon Advisors
Tennessee
$8.01M +$6.61M +203,833 +681%
Morgan Stanley
3
Morgan Stanley
New York
$3.13M +$2.97M +91,760 New
Stifel Financial
4
Stifel Financial
Missouri
$1.73M +$1.64M +50,561 New
JP Morgan Chase
5
JP Morgan Chase
New York
$1.35M +$1.28M +39,439 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$897K +$852K +26,294 New
VAM
7
Visionary Asset Management
Texas
$277K +$263K +8,109 New
LPL Financial
8
LPL Financial
California
$237K +$225K +6,936 New
BRWM
9
B. Riley Wealth Management
Tennessee
$80K +$75.8K +2,340 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$53K +$50.6K +1,560 New
AIG
11
American International Group
New York
$33.5K +$31.9K +983 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14K +$13K +400 New
WA
13
WFG Advisors
Texas
$7K +$6.48K +200 New
TRCT
14
Tower Research Capital (TRC)
New York
$3K +$2.43K +75 New
U
15
UBS
Switzerland
$2K +$1.69K +52 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$1.95M -65,003 Closed

FTGC Hedge Fund Activity: Q1 2014 in Review

15 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q1 2014, worth a combined $64.1M — up 2,107% from $2.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTGC positions and 1 closed out — a net gain of 13 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Hays Advisory, opening a new position worth an estimated $45.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.95M sold.

  • 15 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q1 2014, up from 2 in Q4 2013.
  • Funds reported $64.1M of First Trust Global Tactical Commodity Strategy Fund stock for Q1 2014, up 2,107% quarter-over-quarter.
  • 14 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q1 2014 and 1 closed out, a net change of +13 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q1 2014 was Hays Advisory, an estimated $45.9M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q1 2014 was Susquehanna International Group, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2014.