Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
MFD was delisted on the 20th of September, 2024.
25 hedge funds and large institutions have $9.69M invested in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
13% less capital invested
Capital invested by funds: $11.2M → $9.69M (-$1.49M)
14% less funds holding
Funds holding: 29 → 25 (-4)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$331K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$189K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$176K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$131K |
| 5 |
Morgan Stanley
New York
|
+$119K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$92K |
| 2 |
LPL Financial
San Diego,
California
|
-$78.5K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$48.4K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$45.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$42.1K |
MFD Hedge Fund Activity: Q2 2023 in Review
25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) for Q2 2023, worth a combined $9.69M — down 13% from $11.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MFD and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was AE Wealth Management, adding an estimated $331K. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $92K sold.
- 25 institutional investors held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) as of Q2 2023, down from 29 in Q1 2023.
- Funds reported $9.69M of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund stock for Q2 2023, down 13% quarter-over-quarter.
- 1 fund opened new Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund positions in Q2 2023 and 4 closed out, a net change of -3 holders.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund buyer in Q2 2023 was AE Wealth Management, an estimated $331K added.
- The largest Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund seller in Q2 2023 was AlphaStar Capital Management, an estimated $92K sold.
Based on aggregated 13F filings for Q2 2023.