Miller/Howard High Income Equity Fund
HIE
HIE was delisted on the 20th of November, 2024.
31 hedge funds and large institutions have $22.2M invested in Miller/Howard High Income Equity Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $18.9M → $22.2M (+$3.32M)
3% more funds holding
Funds holding: 30 → 31 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
+$829K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$780K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$524K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$459K |
| 5 |
LPL Financial
San Diego,
California
|
+$447K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$616K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$542K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$223K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$98.5K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $68K | – | – | – |
|
|
WA
27
WFG Advisors
Dallas,
Texas
| $25K | +$24K | +2,000 | New |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| $13K | – | – | – |
|
29
Citigroup
New York
| $6K | -$25.1K | -2,097 | -81% |
|
30
Creative Planning
Overland Park,
Kansas
| $5K | – | – | – |
|
|
DAM
31
Delta Asset Management
Memphis,
Tennessee
| $4K | – | – | – |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$542K | -43,567 | Closed |
|
|
33
Stifel Financial
St. Louis,
Missouri
| – | -$223K | -17,900 | Closed |
|
|
34
US Bancorp
Minneapolis,
Minnesota
| – | -$87K | -7,000 | Closed |
|
|
AA
35
Apriem Advisors
Irvine,
California
| – | -$7K | -600 | Closed |
|
HIE Hedge Fund Activity: Q4 2016 in Review
31 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q4 2016, worth a combined $22.2M — up 18% from $18.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HIE positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was First Foundation Advisors, opening a new position worth an estimated $829K. The largest seller was UBS Group, cutting an estimated $616K.
- 31 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q4 2016, up from 30 in Q3 2016.
- Funds reported $22.2M of Miller/Howard High Income Equity Fund stock for Q4 2016, up 18% quarter-over-quarter.
- 6 funds opened new Miller/Howard High Income Equity Fund positions in Q4 2016 and 4 closed out, a net change of +2 holders.
- The largest Miller/Howard High Income Equity Fund buyer in Q4 2016 was First Foundation Advisors, an estimated $829K added.
- The largest Miller/Howard High Income Equity Fund seller in Q4 2016 was UBS Group, an estimated $616K sold.
Based on aggregated 13F filings for Q4 2016.