We are live on ! Find out more
HIE

Miller/Howard High Income Equity Fund

Delisted

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

34 hedge funds and large institutions have $38.6M invested in Miller/Howard High Income Equity Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

42% more capital invested

Capital invested by funds: $27.2M → $38.6M (+$11.4M)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

13% more funds holding

Funds holding: 3034 (+4)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.4M +$8.73M +697,063 +307%
Ameriprise
2
Ameriprise
Minnesota
$6.11M -$62.3K -4,970 -1%
HighTower Advisors
3
HighTower Advisors
Illinois
$4.42M -$51.5K -4,112 -1%
GC
4
Guggenheim Capital
Illinois
$3.74M +$215K +17,135 +6%
RJA
5
Raymond James & Associates
Florida
$2.69M -$109K -8,699 -4%
CWM
6
Cornerstone Wealth Management
Missouri
$1.6M +$276K +22,048 New
CPIG
7
Chicago Partners Investment Group
Illinois
$1.53M +$79.4K +6,341 +5%
UBS Group
8
UBS Group
Switzerland
$1.11M +$59.1K +4,721 +6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.06M +$46.2K +3,692 +4%
Wells Fargo
10
Wells Fargo
California
$752K +$18.1K +1,446 +2%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$671K -$601 -48 -0.1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$668K +$21.7K +1,731 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$403K +$410K +32,750 New
BW
14
Bison Wealth
Georgia
$388K -$6.89K -550 -2%
ADBIC
15
A.D. Beadell Investment Counsel
Wisconsin
$345K
LPL Financial
16
LPL Financial
California
$321K +$326K +26,047 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$316K +$322K +25,684 New
WS
18
Wedbush Securities
California
$220K +$2.38K +190 +1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$169K +$19.4K +1,551 +13%
MOS
20
MGO One Seven
Ohio
$130K +$133K +10,618 New
OC
21
Oppenheimer & Co
New York
$129K
AG
22
Advisor Group
Arizona
$127K +$89.6K +7,150 +223%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$80K -$4.05K -323 -5%
Bank of America
24
Bank of America
North Carolina
$61K -$163 -13 -0.3%
IA
25
IFP Advisors
Florida
$38K +$10K +800 +35%

HIE Hedge Fund Activity: Q3 2018 in Review

34 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q3 2018, worth a combined $38.6M — up 42% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HIE positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.73M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $331K sold.

  • 34 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q3 2018, up from 30 in Q2 2018.
  • Funds reported $38.6M of Miller/Howard High Income Equity Fund stock for Q3 2018, up 42% quarter-over-quarter.
  • 8 funds opened new Miller/Howard High Income Equity Fund positions in Q3 2018 and 4 closed out, a net change of +4 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q3 2018 was Morgan Stanley, an estimated $8.73M added.
  • The largest Miller/Howard High Income Equity Fund seller in Q3 2018 was Clough Capital Partners, an estimated $331K sold.

Based on aggregated 13F filings for Q3 2018.