First Trust High Yield Opportunities 2027 Term Fund
FTHY
81 hedge funds and large institutions have $5.72B invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 7 closing their positions.
3,569% more capital invested
Capital invested by funds: $156M → $5.72B (+$5.56B)
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
31% more funds holding
Funds holding: 62 → 81 (+19)
5.51% more ownership
Funds ownership: 31.49% → 37% (+5.5%)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$4.72M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$4.17M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$3.96M |
| 4 |
SCM
Saba Capital Management
New York
|
+$3.71M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.44M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.22M |
| 3 |
BlackRock
New York
|
-$1.97M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.08M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
76
Rise Advisors
Rochester,
New York
| $14K | +$389 | +28 | +3% |
|
|
HWMA
77
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $13.5K | – | – | – |
|
78
Bessemer Group
Woodbridge,
New Jersey
| $12K | +$12K | +868 | New |
|
|
GJIA
79
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $5.05K | +$5.2K | +375 | New |
|
|
FWM
80
Focused Wealth Management
Newburgh,
New York
| $4.04K | – | – | – |
|
|
81
BlackRock
New York
| – | -$1.97M | -146,000 | Closed |
|
|
SWM
82
Spire Wealth Management
Mclean,
Virginia
| – | -$1.08M | -80,510 | Closed |
|
|
BRWA
83
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$278K | -20,634 | Closed |
|
84
Bank of America
Charlotte,
North Carolina
| – | -$218K | -16,216 | Closed |
|
|
CAN
85
Cetera Advisor Networks
El Segundo,
California
| – | -$181K | -13,460 | Closed |
|
|
NCM
86
Narwhal Capital Management
Marietta,
Georgia
| – | -$181K | -13,447 | Closed |
|
|
CB
87
Commerce Bank
Kansas City,
Missouri
| – | -$148K | -11,009 | Closed |
|
|
TRCT
88
Tower Research Capital (TRC)
New York
| – | +$208 | +15 | New |
|
FTHY Hedge Fund Activity: Q4 2022 in Review
81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q4 2022, worth a combined $5.72B — up 3,569% from $156M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FTHY positions and 7 closed out — a net gain of 19 holders — while 21 added to existing stakes and 25 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $4.72M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.44M.
- 81 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q4 2022, up from 62 in Q3 2022.
- Funds reported $5.72B of First Trust High Yield Opportunities 2027 Term Fund stock for Q4 2022, up 3,569% quarter-over-quarter.
- 26 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q4 2022 and 7 closed out, a net change of +19 holders.
- The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q4 2022 was Punch & Associates Investment Management, an estimated $4.72M added.
- The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $8.44M sold.
Based on aggregated 13F filings for Q4 2022.