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SMF

SALIENT MLP & ENERGY INFRASTRUCTURE FD
SMF

Delisted

SMF was delisted on the 14th of November, 2014.

21 hedge funds and large institutions have $51.8M invested in SALIENT MLP & ENERGY INFRASTRUCTURE FD in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

17% more capital invested

Capital invested by funds: $44.2M → $51.8M (+$7.59M)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$22M +$6M +176,423 +37%
AAM
2
Advisors Asset Management
Colorado
$16M -$1.06M -31,301 -6%
Invesco
3
Invesco
Georgia
$5.09M +$2.3M +67,700 +80%
Stifel Financial
4
Stifel Financial
Missouri
$1.43M -$4.63K -136 -0.3%
Wells Fargo
5
Wells Fargo
California
$1.31M +$173K +5,097 +15%
U
6
UBS
Switzerland
$1.03M +$465K +13,662 +80%
DC
7
Davenport & Co
Virginia
$955K +$72.3K +2,125 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$820K -$65.8K -1,933 -7%
RJA
9
Raymond James & Associates
Florida
$639K +$146K +4,278 +29%
Morgan Stanley
10
Morgan Stanley
New York
$500K -$151K -4,435 -23%
TC
11
TFS Capital
Pennsylvania
$453K +$21.7K +638 +5%
B
12
Baird
Wisconsin
$345K +$92.7K +2,725 +36%
AW
13
ACG Wealth
Georgia
$265K
WS
14
Wedbush Securities
California
$247K +$1.7K +50 +0.7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$217K +$2.82K +83 +1%
BRWM
16
B. Riley Wealth Management
Tennessee
$208K
WAM
17
Wolverine Asset Management
Illinois
$131K +$123K +3,620 +1,199%
Ameriprise
18
Ameriprise
Minnesota
$75K +$76.5K +2,250 New
Bank of America
19
Bank of America
North Carolina
$57K +$748 +22 +1%
Citigroup
20
Citigroup
New York
$13K +$8K +235 +159%
GSC
21
Ground Swell Capital
South Carolina
$4K +$1.8K +53 +71%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
-$14K -400 Closed

SMF Hedge Fund Activity: Q3 2014 in Review

21 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in SALIENT MLP & ENERGY INFRASTRUCTURE FD (SMF) for Q3 2014, worth a combined $51.8M — up 17% from $44.2M a quarter earlier.

Fund positioning in SMF was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 14 added to existing stakes and 4 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $6M. The largest seller was Advisors Asset Management, cutting an estimated $1.06M.

  • 21 institutional investors held SALIENT MLP & ENERGY INFRASTRUCTURE FD (SMF) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $51.8M of SALIENT MLP & ENERGY INFRASTRUCTURE FD stock for Q3 2014, up 17% quarter-over-quarter.
  • 1 fund opened new SALIENT MLP & ENERGY INFRASTRUCTURE FD positions in Q3 2014 and 1 closed out, a net change of 0 holders.
  • The largest SALIENT MLP & ENERGY INFRASTRUCTURE FD buyer in Q3 2014 was Guggenheim Capital, an estimated $6M added.
  • The largest SALIENT MLP & ENERGY INFRASTRUCTURE FD seller in Q3 2014 was Advisors Asset Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2014.