We are live on ! Find out more
HIE

Miller/Howard High Income Equity Fund

Delisted

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

43 hedge funds and large institutions have $122M invested in Miller/Howard High Income Equity Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4243 (+1)

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)

6% less capital invested

Capital invested by funds: $129M → $122M (-$7.27M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
16
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$481K +$86.4K +7,394 +23%
Bank of America
27
Bank of America
North Carolina
$448K +$396K +33,905 +1,180%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$431K +$14.1K +1,207 +4%
WS
29
Wedbush Securities
California
$412K -$107K -9,149 -21%
HSA
30
HBK Sorce Advisory
Pennsylvania
$332K +$631 +54 +0.2%
RJA
31
Raymond James & Associates
Florida
$238K +$21.5K +1,839 +10%
WAM
32
Weiss Asset Management
Massachusetts
$212K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$206K +$11.7K +1,000 +6%
FA
34
Fiduciary Alliance
South Carolina
$152K +$146K +12,500 New
MFG
35
Merit Financial Group
Georgia
$131K -$15.5K -1,328 -11%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$28.6K +$27.4K +2,346 New
WWP
37
WR Wealth Planners
Missouri
$24.4K
NA
38
NewEdge Advisors
Louisiana
$19.8K +$245 +21 +1%
SPIA
39
Steward Partners Investment Advisory
New York
$9.02K +$8.65K +740 New
BTI
40
Blue Trust Inc
Georgia
$5.73K +$82 +7 +1%
SIS
41
Sound Income Strategies
Florida
$1.71K
FFA
42
Farther Finance Advisors
California
$1.69K
FCA
43
FinTrust Capital Advisors
South Carolina
$793
AW
44
Atlas Wealth
Ohio
-$20.2M -1,812,477 Closed
OC
45
Oppenheimer & Co
New York
-$278K -24,790 Closed
BW
46
Bison Wealth
Georgia
-$211K -18,986 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$159K -14,185 Closed
RFG
48
RFP Financial Group
Georgia
-$2.8K -250 Closed
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
-$2.24K -200 Closed

HIE Hedge Fund Activity: Q3 2024 in Review

43 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q3 2024, worth a combined $122M — down 5.6% from $129M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HIE positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $6.1M. The largest seller was Atlas Wealth, exiting entirely with an estimated $20.2M sold.

  • 43 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q3 2024, up from 42 in Q2 2024.
  • Funds reported $122M of Miller/Howard High Income Equity Fund stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 7 funds opened new Miller/Howard High Income Equity Fund positions in Q3 2024 and 6 closed out, a net change of +1 holder.
  • The largest Miller/Howard High Income Equity Fund buyer in Q3 2024 was Absolute Investment Advisers, an estimated $6.1M added.
  • The largest Miller/Howard High Income Equity Fund seller in Q3 2024 was Atlas Wealth, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2024.