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HIE

Miller/Howard High Income Equity Fund

Delisted

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

48 hedge funds and large institutions have $107M invested in Miller/Howard High Income Equity Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

14% more funds holding

Funds holding: 4248 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

1% less capital invested

Capital invested by funds: $108M → $107M (-$1.52M)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$29.1M
AW
2
Atlas Wealth
Ohio
$15M +$2.62M +248,634 +20%
SIA
3
Sit Investment Associates
Minnesota
$11.5M +$1.18M +112,003 +11%
Morgan Stanley
4
Morgan Stanley
New York
$10.9M -$238K -22,592 -2%
COLIM
5
City of London Investment Management
United Kingdom
$8.43M +$121K +11,450 +1%
Ameriprise
6
Ameriprise
Minnesota
$7.14M -$384K -36,376 -5%
1CP
7
1607 Capital Partners
Virginia
$6.6M +$672K +63,680 +11%
AC
8
Almitas Capital
California
$2.21M +$1.26M +119,127 +118%
AWS
9
Atria Wealth Solutions
New York
$1.97M +$2.07M +195,815 New
Wells Fargo
10
Wells Fargo
California
$1.26M -$72.8K -6,892 -5%
CPIG
11
Chicago Partners Investment Group
Illinois
$1.16M -$5.51K -522 -0.5%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$1.08M +$5.28K +500 +0.5%
CCP
13
Clough Capital Partners
Massachusetts
$1.02M -$2.6M -246,564 -71%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$985K -$8.5K -805 -0.8%
BWP
15
Balboa Wealth Partners
Arizona
$761K +$65.5K +6,208 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$746K -$17.9K -1,700 -2%
WS
17
Wedbush Securities
California
$739K +$25.4K +2,409 +3%
Stifel Financial
18
Stifel Financial
Missouri
$670K +$17.3K +1,637 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$663K +$676 +64 +0.1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$600K +$176K +16,630 +39%
CAN
21
Cetera Advisor Networks
California
$348K
UBS Group
22
UBS Group
Switzerland
$336K -$104K -9,898 -23%
GC
23
Guggenheim Capital
Illinois
$317K -$196K -18,558 -37%
CF
24
Centaurus Financial
California
$313K -$61.8K -5,850 -16%
RJA
25
Raymond James & Associates
Florida
$312K +$13.8K +1,311 +4%

HIE Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q1 2023, worth a combined $107M — down 1.4% from $108M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HIE positions and 2 closed out — a net gain of 6 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Atlas Wealth, adding an estimated $2.62M. The largest seller was Clough Capital Partners, cutting an estimated $2.6M.

  • 48 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q1 2023, up from 42 in Q4 2022.
  • Funds reported $107M of Miller/Howard High Income Equity Fund stock for Q1 2023, down 1.4% quarter-over-quarter.
  • 8 funds opened new Miller/Howard High Income Equity Fund positions in Q1 2023 and 2 closed out, a net change of +6 holders.
  • The largest Miller/Howard High Income Equity Fund buyer in Q1 2023 was Atlas Wealth, an estimated $2.62M added.
  • The largest Miller/Howard High Income Equity Fund seller in Q1 2023 was Clough Capital Partners, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2023.