First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
72 hedge funds and large institutions have $316M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 15 closing their positions.
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
3% less funds holding
Funds holding: 74 → 72 (-2)
11% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 28
88% less capital inflows, than outflows
Capital inflows: $51.4M | Capital outflows: $419M
100% less funds holding in top 10
Funds holding in top 10: 5 → 0 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$8.98M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$3.07M |
| 3 |
VF
Virtu Financial
New York
|
+$2.53M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.54M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
-$267M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$33M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$29.6M |
| 4 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$23.5M |
| 5 |
Morgan Stanley
New York
|
-$19.3M |
FXR Hedge Fund Activity: Q4 2014 in Review
72 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q4 2014, worth a combined $316M — down 55% from $696M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FXR and 14 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 25 added.
The largest buyer was Goldman Sachs, adding an estimated $8.98M. The largest seller was F-Squared Investment Management, exiting entirely with an estimated $267M sold.
- 72 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q4 2014, down from 74 in Q3 2014.
- Funds reported $316M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q4 2014, down 55% quarter-over-quarter.
- 14 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q4 2014 and 15 closed out, a net change of -1 holder.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q4 2014 was Goldman Sachs, an estimated $8.98M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q4 2014 was F-Squared Investment Management, an estimated $267M sold.
Based on aggregated 13F filings for Q4 2014.