Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
MFD was delisted on the 20th of September, 2024.
27 hedge funds and large institutions have $8.49M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
20% less capital invested
Capital invested by funds: $10.6M → $8.49M (-$2.07M)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$194K |
| 2 |
LPL Financial
San Diego,
California
|
+$185K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$143K |
| 4 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$86.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$33.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$585K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$560K |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$333K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$250K |
| 5 |
LCM
Laurion Capital Management
New York
|
-$232K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $3K | -$2.48K | -200 | -40% |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $3K | – | – | – |
|
|
CA
28
Cetera Advisors
Denver,
Colorado
| – | -$560K | -45,237 | Closed |
|
|
CCP
29
Cardan Capital Partners
Denver,
Colorado
| – | -$333K | -26,792 | Closed |
|
|
30
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$250K | -20,084 | Closed |
|
|
LCM
31
Laurion Capital Management
New York
| – | -$232K | -18,688 | Closed |
|
|
CA
32
Calton & Associates
Tampa,
Florida
| – | -$20K | -1,530 | Closed |
|
MFD Hedge Fund Activity: Q1 2018 in Review
27 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q1 2018, worth a combined $8.49M — down 20% from $10.6M a quarter earlier.
Fund positioning in MFD was balanced in Q1 2018: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 7 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $194K. The largest seller was UBS Group, cutting an estimated $585K.
- 27 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $8.49M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q1 2018, down 20% quarter-over-quarter.
- 5 funds opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q1 2018 and 5 closed out, a net change of 0 holders.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q1 2018 was Stifel Financial, an estimated $194K added.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q1 2018 was UBS Group, an estimated $585K sold.
Based on aggregated 13F filings for Q1 2018.