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HIE

Miller/Howard High Income Equity Fund

Delisted

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

44 hedge funds and large institutions have $103M invested in Miller/Howard High Income Equity Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $93.3M → $103M (+$9.61M)

10% more funds holding

Funds holding: 4044 (+4)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
26
HBK Sorce Advisory
Pennsylvania
$304K -$2.3K -214 -0.8%
ACM
27
Arlington Capital Management
Illinois
$291K -$14K -1,299 -5%
BW
28
Bison Wealth
Georgia
$288K -$21.9K -2,041 -7%
KIM
29
Karpus Investment Management
New York
$279K +$269K +25,000 New
NA
30
NewEdge Advisors
Louisiana
$278K +$27.4K +2,548 +11%
AWM
31
Axxcess Wealth Management
California
$259K -$53.7K -5,000 -18%
RJA
32
Raymond James & Associates
Florida
$202K +$14.2K +1,320 +8%
WAM
33
Wolverine Asset Management
Illinois
$173K +$167K +15,507 New
LPL Financial
34
LPL Financial
California
$143K -$419 -39 -0.3%
DA
35
Doliver Advisors
Texas
$136K +$130K +12,142 New
OC
36
Oppenheimer & Co
New York
$135K +$130K +12,092 New
HWM
37
Howard Wealth Management
Connecticut
$127K -$5.37K -500 -4%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$110K +$106K +9,825 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$40K
SPIA
40
Steward Partners Investment Advisory
New York
$28K
MCC
41
Money Concepts Capital
Florida
$19K +$18.3K +1,700 New
CTC
42
Central Trust Company
Missouri
$9K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$8K +$4.19K +390 +135%
SIS
44
Sound Income Strategies
Florida
$2K
BRWA
45
B. Riley Wealth Advisors
Florida
-$114K -11,000 Closed

HIE Hedge Fund Activity: Q1 2022 in Review

44 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q1 2022, worth a combined $103M — up 10% from $93.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HIE positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $2.91M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.14M.

  • 44 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q1 2022, up from 40 in Q4 2021.
  • Funds reported $103M of Miller/Howard High Income Equity Fund stock for Q1 2022, up 10% quarter-over-quarter.
  • 7 funds opened new Miller/Howard High Income Equity Fund positions in Q1 2022 and 2 closed out, a net change of +5 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q1 2022 was City of London Investment Management, an estimated $2.91M added.
  • The largest Miller/Howard High Income Equity Fund seller in Q1 2022 was Rivernorth Capital Management, an estimated $6.14M sold.

Based on aggregated 13F filings for Q1 2022.