Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
MFD was delisted on the 20th of September, 2024.
26 hedge funds and large institutions have $11.6M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
20% more capital invested
Capital invested by funds: $9.69M → $11.6M (+$1.91M)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
4% more funds holding
Funds holding: 25 → 26 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$494K |
| 2 |
SCM
Saba Capital Management
New York
|
+$382K |
| 3 |
LPL Financial
San Diego,
California
|
+$364K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$280K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$394K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$175K |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$83.4K |
| 4 |
RPCONE
Retirement Planning Company of New England
Warwick,
Rhode Island
|
-$29K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$20.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $576 | – | – | – |
|
|
SFS
27
Shaker Financial Services
Arlington,
Virginia
| – | -$175K | -22,469 | Closed |
|
|
WP
28
WealthPLAN Partners
Omaha,
Nebraska
| – | -$1.29K | -165 | Closed |
|
MFD Hedge Fund Activity: Q3 2023 in Review
26 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q3 2023, worth a combined $11.6M — up 20% from $9.69M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MFD positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $494K. The largest seller was Wolverine Asset Management, cutting an estimated $394K.
- 26 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $11.6M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q3 2023, up 20% quarter-over-quarter.
- 4 funds opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $494K added.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q3 2023 was Wolverine Asset Management, an estimated $394K sold.
Based on aggregated 13F filings for Q3 2023.