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HIE

Miller/Howard High Income Equity Fund

Delisted

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

41 hedge funds and large institutions have $82.1M invested in Miller/Howard High Income Equity Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $63.2M → $82.1M (+$18.9M)

5% less funds holding

Funds holding: 4341 (-2)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIG
26
Mariner Investment Group
New York
$184K +$166K +19,211 New
AAS
27
Avantax Advisory Services
Texas
$182K -$28.7K -3,313 -15%
HWM
28
Howard Wealth Management
Connecticut
$167K -$24.9K -2,870 -14%
QC
29
Quantedge Capital
Singapore
$150K -$277K -32,035 -67%
LPL Financial
30
LPL Financial
California
$121K +$12.2K +1,408 +13%
BRWA
31
B. Riley Wealth Advisors
Florida
$106K
SPIA
32
Steward Partners Investment Advisory
New York
$67.8K +$39.5K +4,559 +182%
IFAM
33
Institutional & Family Asset Management
Colorado
$29K
Citigroup
34
Citigroup
New York
$29K +$17.3K +2,000 +200%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$27K -$6.06K -700 -20%
Bank of America
36
Bank of America
North Carolina
$15K +$4.33K +500 +48%
NFG
37
Next Financial Group
Texas
$9K +$3.03K +350 +58%
HI
38
Harbour Investments
Wisconsin
$9K +$7.93K +916 New
CTC
39
Central Trust Company
Missouri
$8K
FIA
40
FNY Investment Advisers
New York
$5K +$4.88K +563 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3K
ACM
42
Arlington Capital Management
Illinois
-$498K -64,252 Closed
LCM
43
Landscape Capital Management
New Jersey
-$233K -30,126 Closed
Millennium Management
44
Millennium Management
New York
-$178K -22,966 Closed
MAFM
45
Mid Atlantic Financial Management
Pennsylvania
-$83K -10,700 Closed
ASN
46
Advisory Services Network
Georgia
-$40K -5,180 Closed

HIE Hedge Fund Activity: Q1 2021 in Review

41 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q1 2021, worth a combined $82.1M — up 30% from $63.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HIE and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.29M. The largest seller was Morgan Stanley, cutting an estimated $3.49M.

  • 41 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q1 2021, down from 43 in Q4 2020.
  • Funds reported $82.1M of Miller/Howard High Income Equity Fund stock for Q1 2021, up 30% quarter-over-quarter.
  • 4 funds opened new Miller/Howard High Income Equity Fund positions in Q1 2021 and 6 closed out, a net change of -2 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $5.29M added.
  • The largest Miller/Howard High Income Equity Fund seller in Q1 2021 was Morgan Stanley, an estimated $3.49M sold.

Based on aggregated 13F filings for Q1 2021.