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MFD

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

Delisted

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

30 hedge funds and large institutions have $12.5M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

6% more capital invested

Capital invested by funds: $11.9M → $12.5M (+$658K)

6% less funds holding

Funds holding: 3230 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Premier Fund Managers
United Kingdom
$1.62M +$37.8K +3,000 +2%
GWM
2
Greenwich Wealth Management
Connecticut
$1.27M -$15.1K -1,200 -1%
Citigroup
3
Citigroup
New York
$1.2M +$356K +28,314 +43%
UBS Group
4
UBS Group
Switzerland
$1.18M +$167K +13,277 +17%
Bank of America
5
Bank of America
North Carolina
$1.05M -$54.6K -4,334 -5%
CRC
6
Curi RMB Capital
Illinois
$1.03M -$259K -20,538 -20%
GC
7
Guggenheim Capital
Illinois
$737K -$25.4K -2,015 -3%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$651K -$20.9K -1,660 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$581K -$52.5K -4,169 -8%
DA
10
Doliver Advisors
Texas
$469K -$48.2K -3,830 -9%
IH
11
IFC Holdings
Florida
$465K +$281K +22,339 +153%
Morgan Stanley
12
Morgan Stanley
New York
$366K +$18.5K +1,467 +5%
Wells Fargo
13
Wells Fargo
California
$327K +$13 +1 +0%
CCP
14
Cardan Capital Partners
Colorado
$307K +$17.2K +1,366 +6%
RJA
15
Raymond James & Associates
Florida
$277K +$8.47K +673 +3%
RCM
16
Robinson Capital Management
Michigan
$245K +$244K +19,413 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$155K
CA
18
Cetera Advisors
Colorado
$139K +$11.3K +900 +9%
LPL Financial
19
LPL Financial
California
$126K -$6.83K -543 -5%
HPC
20
HM Payson & Co
Maine
$126K
AG
21
Advisor Group
Arizona
$63K +$18.9K +1,500 +43%
SSB
22
Sandy Spring Bank
Maryland
$54K
AIM
23
Advantage Investment Management
Iowa
$21K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$20K
WA
25
WFG Advisors
Texas
$13K

MFD Hedge Fund Activity: Q3 2016 in Review

30 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q3 2016, worth a combined $12.5M — up 5.5% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MFD and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Citigroup, adding an estimated $356K. The largest seller was Curi RMB Capital, cutting an estimated $259K.

  • 30 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q3 2016, down from 32 in Q2 2016.
  • Funds reported $12.5M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q3 2016, up 5.5% quarter-over-quarter.
  • 1 fund opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q3 2016 and 3 closed out, a net change of -2 holders.
  • The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q3 2016 was Citigroup, an estimated $356K added.
  • The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q3 2016 was Curi RMB Capital, an estimated $259K sold.

Based on aggregated 13F filings for Q3 2016.