Miller/Howard High Income Equity Fund
HIE
HIE was delisted on the 20th of November, 2024.
31 hedge funds and large institutions have $24.9M invested in Miller/Howard High Income Equity Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $22.2M → $24.9M (+$2.69M)
0% more funds holding
Funds holding: 31 → 31 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$904K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$715K |
| 3 |
LPL Financial
San Diego,
California
|
+$705K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$314K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$1.36M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$806K |
| 3 |
LCM
Laurion Capital Management
New York
|
-$306K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$196K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$90.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
26
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $34.1K | +$33.2K | +2,550 | New |
|
|
WA
27
WFG Advisors
Dallas,
Texas
| $27K | – | – | – |
|
28
SEI Investments
Oaks,
Pennsylvania
| $10K | +$9.69K | +745 | New |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $7K | +$6.5K | +500 | New |
|
30
Creative Planning
Overland Park,
Kansas
| $5K | – | – | – |
|
|
DAM
31
Delta Asset Management
Memphis,
Tennessee
| $5K | – | – | – |
|
|
SFS
32
Shaker Financial Services
Arlington,
Virginia
| – | -$806K | -65,077 | Closed |
|
|
LCM
33
Laurion Capital Management
New York
| – | -$306K | -24,731 | Closed |
|
|
DA
34
Doliver Advisors
Houston,
Texas
| – | -$196K | -15,840 | Closed |
|
HIE Hedge Fund Activity: Q1 2017 in Review
31 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q1 2017, worth a combined $24.9M — up 12% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HIE positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $904K. The largest seller was HighTower Advisors, cutting an estimated $1.36M.
- 31 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $24.9M of Miller/Howard High Income Equity Fund stock for Q1 2017, up 12% quarter-over-quarter.
- 4 funds opened new Miller/Howard High Income Equity Fund positions in Q1 2017 and 3 closed out, a net change of +1 holder.
- The largest Miller/Howard High Income Equity Fund buyer in Q1 2017 was Morgan Stanley, an estimated $904K added.
- The largest Miller/Howard High Income Equity Fund seller in Q1 2017 was HighTower Advisors, an estimated $1.36M sold.
Based on aggregated 13F filings for Q1 2017.