Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
MFD was delisted on the 20th of September, 2024.
31 hedge funds and large institutions have $13.5M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
11% more funds holding
Funds holding: 28 → 31 (+3)
8% more capital invested
Capital invested by funds: $12.5M → $13.5M (+$1.04M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$457K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$243K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$227K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$179K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$300K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$155K |
| 3 |
Morgan Stanley
New York
|
-$128K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$20.1K |
| 5 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
-$7.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $14K | – | – | – |
|
27
Citigroup
New York
| $9K | – | – | – |
|
|
SSB
28
Sandy Spring Bank
Olney,
Maryland
| $9K | – | – | – |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8K | +$8.04K | +800 | New |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $2K | – | – | – |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$300K | -28,879 | Closed |
|
|
CFA
33
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$6K | -600 | Closed |
|
MFD Hedge Fund Activity: Q3 2019 in Review
31 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q3 2019, worth a combined $13.5M — up 8.4% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MFD positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $457K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $300K sold.
- 31 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q3 2019, up from 28 in Q2 2019.
- Funds reported $13.5M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q3 2019, up 8.4% quarter-over-quarter.
- 5 funds opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q3 2019 and 2 closed out, a net change of +3 holders.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q3 2019 was Wolverine Asset Management, an estimated $457K added.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q3 2019 was Susquehanna International Group, an estimated $300K sold.
Based on aggregated 13F filings for Q3 2019.