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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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48 hedge funds and large institutions have $107M invested in Miller/Howard High Income Equity Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

14% more funds holding

Funds holding: 42 → 48 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

1% less capital invested

Capital invested by funds: $108M → $107M (-$1.52M)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$2.62M
2
AWS
Atria Wealth Solutions
New York
+$2.07M
3
AC
Almitas Capital
California
+$1.26M
4
SIA
Sit Investment Associates
Minnesota
+$1.18M
5
1CP
1607 Capital Partners
Virginia
+$672K

Top Sellers

Rank Fund Capital Flow
1
CCP
Clough Capital Partners
Massachusetts
-$2.6M
2
Mariner
Mariner
Kansas
-$2.12M
3
Ameriprise
Ameriprise
Minnesota
-$384K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$293K
5
Morgan Stanley
Morgan Stanley
New York
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$295K -$2.12M -200,543 -87%
HSA
27
HBK Sorce Advisory
Pennsylvania
$281K -$293K -27,725 -50%
KIM
28
Karpus Investment Management
New York
$251K – – –
OC
29
Oppenheimer & Co
New York
$242K +$2.84K +269 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$223K +$191K +18,047 +436%
BCA
31
Bay Colony Advisors
Massachusetts
$204K +$106K +10,026 +95%
BW
32
Bison Wealth
Georgia
$186K -$10.6K -1,000 -5%
MFG
33
Merit Financial Group
Georgia
$154K +$10.7K +1,015 +7%
Invesco
34
Invesco
Georgia
$144K +$151K +14,318 New
LPL Financial
35
LPL Financial
California
$143K +$4.53K +429 +3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$128K +$135K +12,774 New
WAM
37
Weiss Asset Management
Massachusetts
$113K +$119K +11,251 New
CA
38
Cetera Advisors
Colorado
$112K -$123K -11,620 -51%
KeyBank National Association
39
KeyBank National Association
Ohio
$104K +$110K +10,375 New
NA
40
NewEdge Advisors
Louisiana
$38.5K -$54K -5,116 -57%
WWP
41
WR Wealth Planners
Missouri
$20.1K +$21.1K +2,000 New
AIP
42
Ahrens Investment Partners
Louisiana
$10.1K +$10.6K +1,000 New
CTC
43
Central Trust Company
Missouri
$8.04K – – –
ASN
44
Advisory Services Network
Georgia
$6.39K -$5.37K -509 -44%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.9K -$32 -3 -1%
RFG
46
RFP Financial Group
Georgia
$2.51K – – –
SIS
47
Sound Income Strategies
Florida
$1.41K – – –
Bank of America
48
Bank of America
North Carolina
$6 +$11 +1 New
SPIA
49
Steward Partners Investment Advisory
New York
– -$26.1K -2,500 Closed
MCC
50
Money Concepts Capital
Florida
– -$17.8K -1,700 Closed
1
2

HIE Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q1 2023, worth a combined $107M — down 1.4% from $108M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HIE positions and 2 closed out — a net gain of 6 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Atlas Wealth, adding an estimated $2.62M. The largest seller was Clough Capital Partners, cutting an estimated $2.6M.

  • 48 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q1 2023, up from 42 in Q4 2022.
  • Funds reported $107M of Miller/Howard High Income Equity Fund stock for Q1 2023, down 1.4% quarter-over-quarter.
  • 8 funds opened new Miller/Howard High Income Equity Fund positions in Q1 2023 and 2 closed out, a net change of +6 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q1 2023 was Atlas Wealth, an estimated $2.62M added.
  • The largest Miller/Howard High Income Equity Fund seller in Q1 2023 was Clough Capital Partners, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2023.