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HIE

Miller/Howard High Income Equity Fund

Delisted

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

41 hedge funds and large institutions have $21.6M invested in Miller/Howard High Income Equity Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

14% more funds holding

Funds holding: 3641 (+5)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

43% less capital invested

Capital invested by funds: $38.1M → $21.6M (-$16.5M)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.94M +$653K +67,506 +7%
Ameriprise
2
Ameriprise
Minnesota
$2.46M +$76.2K +7,876 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.45M -$470K -48,568 -16%
WAM
4
Wolverine Asset Management
Illinois
$1.38M +$2.37M +245,119 New
GC
5
Guggenheim Capital
Illinois
$1.31M -$45.8K -4,737 -2%
CF
6
Centaurus Financial
California
$1.24M +$243K +25,082 +13%
RJA
7
Raymond James & Associates
Florida
$922K -$106K -10,943 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$725K +$1.25M +129,065 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$692K -$8.52K -881 -0.7%
CPIG
10
Chicago Partners Investment Group
Illinois
$689K -$67.3K -6,964 -5%
LCM
11
Landscape Capital Management
New Jersey
$597K +$1.02M +105,970 New
DA
12
Doliver Advisors
Texas
$597K +$1.07M +110,779 New
UCFA
13
United Capital Financial Advisors
Texas
$401K -$121K -12,469 -15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$330K +$396 +41 +0.1%
Wells Fargo
15
Wells Fargo
California
$260K -$65K -6,722 -13%
UBS Group
16
UBS Group
Switzerland
$230K -$11.8K -1,216 -3%
Invesco
17
Invesco
Georgia
$224K -$142K -14,705 -27%
HWM
18
Howard Wealth Management
Connecticut
$220K -$14.2K -1,465 -4%
ACM
19
Arlington Capital Management
Illinois
$204K +$218K +22,514 +164%
BW
20
Bison Wealth
Georgia
$172K
WS
21
Wedbush Securities
California
$171K +$117K +12,066 +66%
COLIM
22
City of London Investment Management
United Kingdom
$167K +$286K +29,600 New
AAS
23
Avantax Advisory Services
Texas
$161K +$52.3K +5,414 +23%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$157K -$40.7K -4,212 -13%
Goldman Sachs
25
Goldman Sachs
New York
$147K +$252K +26,075 New

HIE Hedge Fund Activity: Q1 2020 in Review

41 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q1 2020, worth a combined $21.6M — down 43% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HIE positions and 3 closed out — a net gain of 7 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.37M. The largest seller was LPL Financial, cutting an estimated $823K.

  • 41 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q1 2020, up from 36 in Q4 2019.
  • Funds reported $21.6M of Miller/Howard High Income Equity Fund stock for Q1 2020, down 43% quarter-over-quarter.
  • 10 funds opened new Miller/Howard High Income Equity Fund positions in Q1 2020 and 3 closed out, a net change of +7 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $2.37M added.
  • The largest Miller/Howard High Income Equity Fund seller in Q1 2020 was LPL Financial, an estimated $823K sold.

Based on aggregated 13F filings for Q1 2020.