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 $11.2M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,600% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 1
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 29 → 31 (+2)
13% less capital invested
Capital invested by funds: $12.8M → $11.2M (-$1.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$316K |
| 2 |
LPL Financial
San Diego,
California
|
+$240K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$161K |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$100K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$81.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$638K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$378K |
| 3 |
OPA
Old Port Advisors
Portland,
Maine
|
-$53.2K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $15K | – | – | – |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $14K | +$15.8K | +1,600 | New |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | +$217 | +22 | +2% |
|
|
TCWM
29
Total Clarity Wealth Management
St. Charles,
Illinois
| $9K | +$10.1K | +1,019 | New |
|
|
SSB
30
Sandy Spring Bank
Olney,
Maryland
| $8K | – | – | – |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
SFS
32
Shaker Financial Services
Arlington,
Virginia
| – | -$638K | -62,866 | Closed |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| – | -$378K | -37,200 | Closed |
|
|
MCC
34
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$37K | -3,660 | Closed |
|
MFD Hedge Fund Activity: Q2 2022 in Review
31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q2 2022, worth a combined $11.2M — down 13% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MFD positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 1 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $316K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $638K sold.
- 31 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q2 2022, up from 29 in Q1 2022.
- Funds reported $11.2M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q2 2022, down 13% quarter-over-quarter.
- 5 funds opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q2 2022 and 3 closed out, a net change of +2 holders.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q2 2022 was Wolverine Asset Management, an estimated $316K added.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q2 2022 was Shaker Financial Services, an estimated $638K sold.
Based on aggregated 13F filings for Q2 2022.