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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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44 hedge funds and large institutions have $32M invested in Miller/Howard High Income Equity Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

48% more capital invested

Capital invested by funds: $21.6M → $32M (+$10.4M)

7% more funds holding

Funds holding: 41 → 44 (+3)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
+$3.27M
2
Morgan Stanley
Morgan Stanley
New York
+$2.23M
3
1CP
1607 Capital Partners
Virginia
+$1.17M
4
WAM
Wolverine Asset Management
Illinois
+$984K
5
COLIM
City of London Investment Management
United Kingdom
+$846K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$612K
2
HighTower Advisors
HighTower Advisors
Illinois
-$444K
3
GC
Guggenheim Capital
Illinois
-$293K
4
Invesco
Invesco
Georgia
-$224K
5
ACM
Arlington Capital Management
Illinois
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
26
HBK Sorce Advisory
Pennsylvania
$157K +$2.71K +463 +2%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$157K +$22.2K +3,800 +17%
WS
28
Wedbush Securities
California
$152K -$32.2K -5,514 -18%
LPL Financial
29
LPL Financial
California
$102K +$15K +2,558 +18%
AA
30
AQR Arbitrage
Connecticut
$84K +$80.8K +13,812 New
PA
31
PFG Advisors
Arizona
$75K – – –
BRWA
32
B. Riley Wealth Advisors
Florida
$68K -$12.6K -2,160 -16%
CA
33
Calton & Associates
Florida
$65K +$1.89K +324 +3%
LC
34
Lindbrook Capital
California
$61K +$58.5K +10,000 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$28K -$4.76K -815 -15%
Citigroup
36
Citigroup
New York
$20K +$13.4K +2,300 +230%
IFAM
37
Institutional & Family Asset Management
Colorado
$18K – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$18K – – –
Bank of America
39
Bank of America
North Carolina
$6K -$15K -2,570 -71%
VFA
40
Valeo Financial Advisors
Indiana
$6K +$5.85K +1,000 New
CTC
41
Central Trust Company
Missouri
$5K – – –
CAN
42
Cetera Advisor Networks
California
$4K +$4.09K +700 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
Invesco
44
Invesco
Georgia
– -$224K -39,776 Closed
ACM
45
Arlington Capital Management
Illinois
– -$204K -36,202 Closed
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
– -$157K -27,862 Closed
SFA
47
Sequoia Financial Advisors
Ohio
– -$111K -19,714 Closed
NFG
48
Next Financial Group
Texas
– -$7K -1,275 Closed
ASN
49
Advisory Services Network
Georgia
– -$7K -1,239 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– +$6 +1 New
1
2

HIE Hedge Fund Activity: Q2 2020 in Review

44 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q2 2020, worth a combined $32M — up 48% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HIE positions and 6 closed out — a net gain of 3 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Matisse Capital, opening a new position worth an estimated $3.27M. The largest seller was Raymond James & Associates, cutting an estimated $612K.

  • 44 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q2 2020, up from 41 in Q1 2020.
  • Funds reported $32M of Miller/Howard High Income Equity Fund stock for Q2 2020, up 48% quarter-over-quarter.
  • 9 funds opened new Miller/Howard High Income Equity Fund positions in Q2 2020 and 6 closed out, a net change of +3 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q2 2020 was Matisse Capital, an estimated $3.27M added.
  • The largest Miller/Howard High Income Equity Fund seller in Q2 2020 was Raymond James & Associates, an estimated $612K sold.

Based on aggregated 13F filings for Q2 2020.