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HIE

Miller/Howard High Income Equity Fund

Delisted

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

31 hedge funds and large institutions have $22.2M invested in Miller/Howard High Income Equity Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $18.9M → $22.2M (+$3.32M)

3% more funds holding

Funds holding: 3031 (+1)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$5.42M +$176K +14,700 +3%
RJA
2
Raymond James & Associates
Florida
$2.99M +$524K +43,688 +22%
Ameriprise
3
Ameriprise
Minnesota
$2.48M +$102K +8,540 +4%
Morgan Stanley
4
Morgan Stanley
New York
$1.58M +$8.92K +744 +0.6%
Wells Fargo
5
Wells Fargo
California
$1.49M -$98.5K -8,217 -6%
FFA
6
First Foundation Advisors
California
$857K +$829K +69,137 New
SFS
7
Shaker Financial Services
Virginia
$806K +$780K +65,077 New
LPL Financial
8
LPL Financial
California
$756K +$447K +37,327 +158%
UBS Group
9
UBS Group
Switzerland
$712K -$616K -51,421 -47%
GC
10
Guggenheim Capital
Illinois
$679K +$459K +38,331 +233%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$630K +$145K +12,137 +31%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$474K +$145K +12,075 +46%
CPIG
13
Chicago Partners Investment Group
Illinois
$461K +$163K +13,585 +58%
BW
14
Bison Wealth
Georgia
$408K +$95.2K +7,942 +32%
WS
15
Wedbush Securities
California
$381K +$7.14K +596 +2%
ADBIC
16
A.D. Beadell Investment Counsel
Wisconsin
$347K +$337K +28,075 New
LCM
17
Laurion Capital Management
New York
$306K +$296K +24,731 New
HSA
18
HBK Sorce Advisory
Pennsylvania
$275K +$1.09K +91 +0.4%
BP
19
Ballentine Partners
Massachusetts
$198K
DA
20
Doliver Advisors
Texas
$196K +$190K +15,840 New
TDC
21
Thompson Davis & Co
Virginia
$171K
AG
22
Advisor Group
Arizona
$169K +$39.3K +3,276 +32%
CWM
23
Cornerstone Wealth Management
Missouri
$135K -$4.79K -400 -4%
IA
24
IFP Advisors
Florida
$93K -$5.99K -500 -6%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$93K +$87.4K +7,295 +3,507%

HIE Hedge Fund Activity: Q4 2016 in Review

31 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q4 2016, worth a combined $22.2M — up 18% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HIE positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was First Foundation Advisors, opening a new position worth an estimated $829K. The largest seller was UBS Group, cutting an estimated $616K.

  • 31 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q4 2016, up from 30 in Q3 2016.
  • Funds reported $22.2M of Miller/Howard High Income Equity Fund stock for Q4 2016, up 18% quarter-over-quarter.
  • 6 funds opened new Miller/Howard High Income Equity Fund positions in Q4 2016 and 4 closed out, a net change of +2 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q4 2016 was First Foundation Advisors, an estimated $829K added.
  • The largest Miller/Howard High Income Equity Fund seller in Q4 2016 was UBS Group, an estimated $616K sold.

Based on aggregated 13F filings for Q4 2016.