Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
MFD was delisted on the 20th of September, 2024.
35 hedge funds and large institutions have $11.3M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
33% more capital invested
Capital invested by funds: $8.49M → $11.3M (+$2.77M)
30% more funds holding
Funds holding: 27 → 35 (+8)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$805K |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$529K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$503K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$246K |
| 5 |
LCM
Laurion Capital Management
New York
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.68M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$221K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$182K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$38K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$37.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $18K | +$3.49K | +300 | +21% |
|
27
Citigroup
New York
| $10K | – | – | – |
|
28
SEI Investments
Oaks,
Pennsylvania
| $9K | -$1.46K | -125 | -13% |
|
|
SSB
29
Sandy Spring Bank
Olney,
Maryland
| $9K | – | – | – |
|
30
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $8K | +$198 | +17 | +2% |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| $4K | -$13.5K | -1,160 | -75% |
|
|
SWM
32
SeaCrest Wealth Management
Purchase,
New York
| $4K | – | – | – |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| $3K | – | – | – |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | -$13.6K | -1,169 | -93% |
|
|
36
Stifel Financial
St. Louis,
Missouri
| – | -$182K | -15,675 | Closed |
|
|
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$38K | -3,266 | Closed |
|
MFD Hedge Fund Activity: Q2 2018 in Review
35 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q2 2018, worth a combined $11.3M — up 33% from $8.49M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MFD positions and 2 closed out — a net gain of 8 holders — while 3 added to existing stakes and 9 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $805K. The largest seller was Morgan Stanley, cutting an estimated $1.68M.
- 35 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q2 2018, up from 27 in Q1 2018.
- Funds reported $11.3M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q2 2018, up 33% quarter-over-quarter.
- 10 funds opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q2 2018 and 2 closed out, a net change of +8 holders.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q2 2018 was Wolverine Asset Management, an estimated $805K added.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q2 2018 was Morgan Stanley, an estimated $1.68M sold.
Based on aggregated 13F filings for Q2 2018.