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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 $10.7M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2627 (+1)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

6% less capital invested

Capital invested by funds: $11.4M → $10.7M (-$740K)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.05M +$29.9K +1,802 +1%
Bank of America
2
Bank of America
North Carolina
$1.66M +$310K +18,662 +21%
UBS Group
3
UBS Group
Switzerland
$1.23M +$45.7K +2,751 +4%
Wells Fargo
4
Wells Fargo
California
$1.2M +$82K +4,940 +7%
GC
5
Guggenheim Capital
Illinois
$911K +$525K +31,659 +115%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$876K -$204K -12,300 -18%
LPL Financial
7
LPL Financial
California
$545K -$34.7K -2,089 -5%
Morgan Stanley
8
Morgan Stanley
New York
$522K -$345K -20,804 -38%
RJA
9
Raymond James & Associates
Florida
$376K
IH
10
IFC Holdings
Florida
$333K +$351K +21,138 New
CIA
11
Capital Investment Advisors
Georgia
$253K -$10.2K -616 -4%
AIG
12
American International Group
New York
$174K -$74.4K -4,485 -28%
Lazard Asset Management
13
Lazard Asset Management
New York
$173K -$434K -26,179 -70%
Deutsche Bank
14
Deutsche Bank
Germany
$132K -$365K -21,970 -72%
AAM
15
Advisors Asset Management
Colorado
$79K +$34.5K +2,076 +68%
SSB
16
Sandy Spring Bank
Maryland
$66K
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$26K +$15.8K +950 +134%
AIM
18
Advantage Investment Management
Iowa
$25K
KTC
19
Kistler-Tiffany Companies
Pennsylvania
$15K
RIA
20
Regal Investment Advisors
Michigan
$15K
Citigroup
21
Citigroup
New York
$14K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$9K
TRCT
23
Tower Research Capital (TRC)
New York
$5K +$5.46K +329 New
CFA
24
Carroll Financial Associates
North Carolina
$5K +$5.61K +338 New
RPG
25
Risk Paradigm Group
Texas
$3.09K

MFD Hedge Fund Activity: Q2 2015 in Review

27 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q2 2015, worth a combined $10.7M — down 6.5% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MFD positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $525K. The largest seller was Lazard Asset Management, cutting an estimated $434K.

  • 27 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q2 2015, up from 26 in Q1 2015.
  • Funds reported $10.7M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q2 2015, down 6.5% quarter-over-quarter.
  • 4 funds opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q2 2015 and 3 closed out, a net change of +1 holder.
  • The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q2 2015 was Guggenheim Capital, an estimated $525K added.
  • The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q2 2015 was Lazard Asset Management, an estimated $434K sold.

Based on aggregated 13F filings for Q2 2015.