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HIE

Miller/Howard High Income Equity Fund
HIE

Delisted

HIE was delisted on the 20th of November, 2024.

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39 hedge funds and large institutions have $38.2M invested in Miller/Howard High Income Equity Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

5% more funds holding

Funds holding: 37 → 39 (+2)

0% more capital invested

Capital invested by funds: $38.2M → $38.2M (+$64K)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
+$508K
2
PAG
Private Advisor Group
New Jersey
+$221K
3
Morgan Stanley
Morgan Stanley
New York
+$177K
4
LPL Financial
LPL Financial
California
+$146K
5
AAS
Avantax Advisory Services
Texas
+$125K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$339K
2
RJA
Raymond James & Associates
Florida
-$195K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$117K
4
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
-$99.3K
5
Wells Fargo
Wells Fargo
California
-$65.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Calton & Associates
Florida
$139K +$23.7K +2,146 +20%
BRWA
27
B. Riley Wealth Advisors
Florida
$133K – – –
PA
28
PFG Advisors
Arizona
$125K +$15.3K +1,385 +13%
OC
29
Oppenheimer & Co
New York
$123K – – –
AAS
30
Avantax Advisory Services
Texas
$122K +$125K +11,339 New
MOS
31
MGO One Seven
Ohio
$118K +$728 +66 +0.6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$50K -$37.2K -3,376 -43%
Bank of America
33
Bank of America
North Carolina
$40K -$2.56K -232 -6%
IFAM
34
Institutional & Family Asset Management
Colorado
$33K – – –
WAM
35
Wolverine Asset Management
Illinois
$31K +$31.7K +2,878 New
Citigroup
36
Citigroup
New York
$11K – – –
CTC
37
Central Trust Company
Missouri
$9K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.19K +289 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
– -$117K -10,500 Closed
WAS
40
Winch Advisory Services
Wisconsin
– -$6K -500 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– +$11 +1 New
1
2

HIE Hedge Fund Activity: Q3 2019 in Review

39 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q3 2019, worth a combined $38.2M — up 0.17% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HIE positions and 2 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $508K. The largest seller was Ameriprise, cutting an estimated $339K.

  • 39 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q3 2019, up from 37 in Q2 2019.
  • Funds reported $38.2M of Miller/Howard High Income Equity Fund stock for Q3 2019, up 0.17% quarter-over-quarter.
  • 4 funds opened new Miller/Howard High Income Equity Fund positions in Q3 2019 and 2 closed out, a net change of +2 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q3 2019 was Centaurus Financial, an estimated $508K added.
  • The largest Miller/Howard High Income Equity Fund seller in Q3 2019 was Ameriprise, an estimated $339K sold.

Based on aggregated 13F filings for Q3 2019.