Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
MFD was delisted on the 20th of September, 2024.
23 hedge funds and large institutions have $9.4M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 7 closing their positions.
42% more capital invested
Capital invested by funds: $6.62M → $9.4M (+$2.78M)
4% less funds holding
Funds holding: 24 → 23 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$382K |
| 2 |
Morgan Stanley
New York
|
+$334K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$145K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$141K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$128K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
-$109K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$77.6K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$37.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
26
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$30K | -2,762 | Closed |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| – | -$28.2K | -2,600 | Closed |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| – | -$11K | -1,000 | Closed |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -390 | Closed |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -300 | Closed |
|
MFD Hedge Fund Activity: Q4 2018 in Review
23 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q4 2018, worth a combined $9.4M — up 42% from $6.62M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of MFD and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $382K. The largest seller was Clough Capital Partners, exiting entirely with an estimated $128K sold.
- 23 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q4 2018, down from 24 in Q3 2018.
- Funds reported $9.4M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q4 2018, up 42% quarter-over-quarter.
- 6 funds opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q4 2018 and 7 closed out, a net change of -1 holder.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $382K added.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q4 2018 was Clough Capital Partners, an estimated $128K sold.
Based on aggregated 13F filings for Q4 2018.