Miller/Howard High Income Equity Fund
HIE
HIE was delisted on the 20th of November, 2024.
34 hedge funds and large institutions have $38.6M invested in Miller/Howard High Income Equity Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
42% more capital invested
Capital invested by funds: $27.2M → $38.6M (+$11.4M)
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
13% more funds holding
Funds holding: 30 → 34 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.73M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$410K |
| 3 |
LPL Financial
San Diego,
California
|
+$326K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$322K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$331K |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$282K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$132K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$109K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$62.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFAM
26
Institutional & Family Asset Management
Fort Collins,
Colorado
| $37K | – | – | – |
|
27
Citigroup
New York
| $18K | – | – | – |
|
|
SWP
28
Stratos Wealth Partners
Beachwood,
Ohio
| $15K | +$15.7K | +1,250 | New |
|
|
CTC
29
Central Trust Company
Jefferson City,
Missouri
| $10K | – | – | – |
|
|
FHB
30
First Hawaiian Bank
Honolulu,
Hawaii
| $5K | +$4.88K | +390 | New |
|
|
TWMP
31
Taylor Wealth Management Partners
Boston,
Massachusetts
| $5K | +$5.01K | +400 | New |
|
|
NCM
32
Nelson Capital Management
Menlo Park,
California
| $4K | – | – | – |
|
|
GRP
33
Global Retirement Partners
San Rafael,
California
| $3K | – | – | – |
|
|
CF
34
Centaurus Financial
Anaheim,
California
| $341 | -$132K | -10,528 | -100% |
|
|
CCP
35
Clough Capital Partners
Boston,
Massachusetts
| – | -$331K | -27,523 | Closed |
|
|
HSA
36
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$282K | -23,421 | Closed |
|
|
QCIG
37
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$30K | -2,490 | Closed |
|
38
SEI Investments
Oaks,
Pennsylvania
| – | -$2K | -149 | Closed |
|
HIE Hedge Fund Activity: Q3 2018 in Review
34 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q3 2018, worth a combined $38.6M — up 42% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HIE positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.73M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $331K sold.
- 34 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q3 2018, up from 30 in Q2 2018.
- Funds reported $38.6M of Miller/Howard High Income Equity Fund stock for Q3 2018, up 42% quarter-over-quarter.
- 8 funds opened new Miller/Howard High Income Equity Fund positions in Q3 2018 and 4 closed out, a net change of +4 holders.
- The largest Miller/Howard High Income Equity Fund buyer in Q3 2018 was Morgan Stanley, an estimated $8.73M added.
- The largest Miller/Howard High Income Equity Fund seller in Q3 2018 was Clough Capital Partners, an estimated $331K sold.
Based on aggregated 13F filings for Q3 2018.