We are live on ! Find out more
HIE

Miller/Howard High Income Equity Fund

Delisted

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

20 hedge funds and large institutions have $15.5M invested in Miller/Howard High Income Equity Fund in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

67% more funds holding

Funds holding: 1220 (+8)

30% more capital invested

Capital invested by funds: $11.9M → $15.5M (+$3.62M)

Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$5.6M +$403K +32,817 +7%
Wells Fargo
2
Wells Fargo
California
$1.67M +$416K +33,854 +30%
Ameriprise
3
Ameriprise
Minnesota
$1.61M +$45.4K +3,699 +3%
DA
4
Doliver Advisors
Texas
$1.35M +$599K +48,757 +70%
Stifel Financial
5
Stifel Financial
Missouri
$1.16M +$1.24M +101,250 New
UBS Group
6
UBS Group
Switzerland
$822K +$147K +11,992 +20%
Morgan Stanley
7
Morgan Stanley
New York
$805K +$207K +16,849 +32%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$473K +$507K +41,288 New
LCM
9
Landscape Capital Management
New Jersey
$384K +$412K +33,532 New
CCP
10
Clough Capital Partners
Massachusetts
$344K +$369K +30,000 New
WS
11
Wedbush Securities
California
$249K +$53.1K +4,326 +25%
LPL Financial
12
LPL Financial
California
$225K +$246K +20,000 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$214K +$229K +18,673 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$207K +$221K +18,029 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$193K +$207K +16,850 New
IA
16
IFP Advisors
Florida
$84K +$90.2K +7,343 New
Creative Planning
17
Creative Planning
Kansas
$55K +$59.2K +4,815 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$54K -$3.69K -300 -6%
MFS
19
MSI Financial Services
Massachusetts
$29K +$31.5K +2,568 New
Citigroup
20
Citigroup
New York
$6K +$528 +43 +9%
DADC
21
D.A. Davidson & Co
Montana
-$591K -48,979 Closed
RJA
22
Raymond James & Associates
Florida
-$213K -17,659 Closed
VKH
23
Virtu KCG Holdings
New York
-$142K -11,802 Closed

HIE Hedge Fund Activity: Q4 2015 in Review

20 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q4 2015, worth a combined $15.5M — up 30% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HIE positions and 3 closed out — a net gain of 8 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $1.24M. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $591K sold.

  • 20 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q4 2015, up from 12 in Q3 2015.
  • Funds reported $15.5M of Miller/Howard High Income Equity Fund stock for Q4 2015, up 30% quarter-over-quarter.
  • 11 funds opened new Miller/Howard High Income Equity Fund positions in Q4 2015 and 3 closed out, a net change of +8 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q4 2015 was Stifel Financial, an estimated $1.24M added.
  • The largest Miller/Howard High Income Equity Fund seller in Q4 2015 was D.A. Davidson & Co, an estimated $591K sold.

Based on aggregated 13F filings for Q4 2015.