FIRST TRUST ISE GLOBAL PLATINUM INDEX FD
PLTM
PLTM was delisted on the 18th of December, 2015.
10 hedge funds and large institutions have $484K invested in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
62% less capital invested
Capital invested by funds: $1.27M → $484K (-$781K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.2K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$8.61K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$5.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$674K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$31K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$13.3K |
| 4 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$8K |
| 5 |
Morgan Stanley
New York
|
-$965 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SI
1
Stephens Inc
Little Rock,
Arkansas
| $174K | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $148K | -$674K | -50,969 | -80% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $63K | +$15.2K | +1,151 | +26% |
|
|
4
Morgan Stanley
New York
| $56K | -$965 | -73 | -1% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | -$31K | -2,344 | -70% |
|
|
U
6
UBS
Zurich,
Switzerland
| $11K | +$5.37K | +406 | +81% |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $8K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $7K | +$8.61K | +651 | New |
|
9
Canada Life
Winnipeg,
Manitoba, Canada
| $6K | – | – | – |
|
|
BRWA
10
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$13.3K | -1,000 | Closed |
|
|
GSC
11
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$8K | -600 | Closed |
|
PLTM Hedge Fund Activity: Q3 2014 in Review
10 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) for Q3 2014, worth a combined $484K — down 62% from $1.27M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PLTM and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Bank of America, adding an estimated $15.2K. The largest seller was Susquehanna International Group, cutting an estimated $674K.
- 10 institutional investors held FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) as of Q3 2014, down from 11 in Q2 2014.
- Funds reported $484K of FIRST TRUST ISE GLOBAL PLATINUM INDEX FD stock for Q3 2014, down 62% quarter-over-quarter.
- 1 fund opened new FIRST TRUST ISE GLOBAL PLATINUM INDEX FD positions in Q3 2014 and 2 closed out, a net change of -1 holder.
- The largest FIRST TRUST ISE GLOBAL PLATINUM INDEX FD buyer in Q3 2014 was Bank of America, an estimated $15.2K added.
- The largest FIRST TRUST ISE GLOBAL PLATINUM INDEX FD seller in Q3 2014 was Susquehanna International Group, an estimated $674K sold.
Based on aggregated 13F filings for Q3 2014.