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MFD

Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund

Delisted

MFD was delisted on the 20th of September, 2024.

27 hedge funds and large institutions have $23.6M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

13% less funds holding

Funds holding: 3127 (-4)

13% less capital invested

Capital invested by funds: $27.2M → $23.6M (-$3.62M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.25M -$1.3M -76,846 -17%
Invesco
2
Invesco
Georgia
$4.56M -$1.51M -89,508 -25%
BTS
3
BB&T Securities
Virginia
$2.68M +$54K +3,191 +26%
Lazard Asset Management
4
Lazard Asset Management
New York
$1.96M -$129K -7,600 -6%
Morgan Stanley
5
Morgan Stanley
New York
$1.42M -$494K -29,223 -26%
Bank of America
6
Bank of America
North Carolina
$1.41M +$5.65K +334 +0.4%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.15M +$27.9K +1,648 +3%
LPL Financial
8
LPL Financial
California
$911K +$372K +21,963 +70%
U
9
UBS
Switzerland
$793K +$69.4K +4,100 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$654K +$75.1K +4,440 +13%
RJA
11
Raymond James & Associates
Florida
$447K +$29.6K +1,750 +7%
Wells Fargo
12
Wells Fargo
California
$328K -$86.7K -5,126 -21%
CIA
13
Capital Investment Advisors
Georgia
$301K +$491 +29 +0.2%
Deutsche Bank
14
Deutsche Bank
Germany
$244K -$14.6K -865 -6%
AAM
15
Advisors Asset Management
Colorado
$118K -$15.4K -912 -12%
Citigroup
16
Citigroup
New York
$98K +$81.2K +4,800 +533%
SSB
17
Sandy Spring Bank
Maryland
$90K
AIG
18
American International Group
New York
$60.9K
Ameriprise
19
Ameriprise
Minnesota
$40K +$118 +7 +0.3%
KTC
20
Kistler-Tiffany Companies
Pennsylvania
$17K
RIA
21
Regal Investment Advisors
Michigan
$17K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$10K
Toronto Dominion Bank
23
Toronto Dominion Bank
Ontario, Canada
$9K
DADC
24
D.A. Davidson & Co
Montana
$4K
PSI
25
Pinnacle Summer Investments
Virginia
$4K

MFD Hedge Fund Activity: Q1 2014 in Review

27 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q1 2014, worth a combined $23.6M — down 13% from $27.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MFD and 0 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was LPL Financial, adding an estimated $372K. The largest seller was Invesco, cutting an estimated $1.51M.

  • 27 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q1 2014, down from 31 in Q4 2013.
  • Funds reported $23.6M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q1 2014, down 13% quarter-over-quarter.
  • 0 funds opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q1 2014 and 4 closed out, a net change of -4 holders.
  • The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q1 2014 was LPL Financial, an estimated $372K added.
  • The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q1 2014 was Invesco, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2014.