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 $12.3M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
7% more funds holding
Funds holding: 29 → 31 (+2)
6% more capital invested
Capital invested by funds: $11.6M → $12.3M (+$731K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$670K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$285K |
| 3 |
LPL Financial
San Diego,
California
|
+$218K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$191K |
| 5 |
SSWM
Smith Salley Wealth Management
Greensboro,
North Carolina
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$280K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$107K |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$102K |
| 4 |
OPA
Old Port Advisors
Portland,
Maine
|
-$100K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | +$10.6K | +1,093 | New |
|
|
SSB
27
Sandy Spring Bank
Olney,
Maryland
| $8K | – | – | – |
|
28
Rockefeller Capital Management
New York
| $7K | +$154 | +16 | +2% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
30
Envestnet Asset Management
Chicago,
Illinois
| – | -$107K | -11,254 | Closed |
|
|
CAG
31
Csenge Advisory Group
Clearwater,
Florida
| – | -$102K | -10,767 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$10 | +1 | New |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| – | +$87 | +9 | New |
|
MFD Hedge Fund Activity: Q4 2021 in Review
31 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q4 2021, worth a combined $12.3M — up 6.3% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MFD positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $670K. The largest seller was Guggenheim Capital, cutting an estimated $280K.
- 31 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q4 2021, up from 29 in Q3 2021.
- Funds reported $12.3M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q4 2021, up 6.3% quarter-over-quarter.
- 6 funds opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q4 2021 and 2 closed out, a net change of +4 holders.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q4 2021 was NewEdge Advisors, an estimated $670K added.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q4 2021 was Guggenheim Capital, an estimated $280K sold.
Based on aggregated 13F filings for Q4 2021.