FIRST TRUST ISE GLOBAL PLATINUM INDEX FD
PLTM
PLTM was delisted on the 18th of December, 2015.
12 hedge funds and large institutions have $760K invested in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
57% more capital invested
Capital invested by funds: $484K → $760K (+$276K)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
20% more funds holding
Funds holding: 10 → 12 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$338K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.3K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.4K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$5.31K |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
+$11 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.9K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $447K | +$338K | +31,853 | +244% |
|
|
SI
2
Stephens Inc
Little Rock,
Arkansas
| $152K | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $62K | +$7.4K | +697 | +13% |
|
|
4
Morgan Stanley
New York
| $36K | -$13.9K | -1,305 | -26% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | +$21.3K | +2,005 | +201% |
|
6
UBS Group
Zurich,
Switzerland
| $20K | +$21.7K | +2,040 | New |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $7K | – | – | – |
|
8
Canada Life
Winnipeg,
Manitoba, Canada
| $5K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | -$5.8K | -546 | -84% |
|
|
BRWA
10
B. Riley Wealth Advisors
Boca Raton,
Florida
| $5 | +$5.31K | +500 | New |
|
|
11
Parallax Volatility Advisers
San Francisco,
California
| – | +$11 | +1 | New |
|
PLTM Hedge Fund Activity: Q4 2014 in Review
12 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) for Q4 2014, worth a combined $760K — up 57% from $484K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PLTM positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $338K. The largest seller was Morgan Stanley, cutting an estimated $13.9K.
- 12 institutional investors held FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) as of Q4 2014, up from 10 in Q3 2014.
- Funds reported $760K of FIRST TRUST ISE GLOBAL PLATINUM INDEX FD stock for Q4 2014, up 57% quarter-over-quarter.
- 3 funds opened new FIRST TRUST ISE GLOBAL PLATINUM INDEX FD positions in Q4 2014 and 0 closed out, a net change of +3 holders.
- The largest FIRST TRUST ISE GLOBAL PLATINUM INDEX FD buyer in Q4 2014 was Susquehanna International Group, an estimated $338K added.
- The largest FIRST TRUST ISE GLOBAL PLATINUM INDEX FD seller in Q4 2014 was Morgan Stanley, an estimated $13.9K sold.
Based on aggregated 13F filings for Q4 2014.