FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
27 hedge funds and large institutions have $44.3M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
42% more funds holding
Funds holding: 19 → 27 (+8)
39% more capital invested
Capital invested by funds: $31.8M → $44.3M (+$12.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$4.47M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.46M |
| 3 |
Morgan Stanley
New York
|
+$2.4M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.19M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$2.56M |
| 2 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$217K |
| 3 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
-$109K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$47K |
| 5 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$17.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPC
26
National Planning Corporation
El Segundo,
California
| $20.7K | +$21.4K | +1,200 | New |
|
|
CCA
27
Catalyst Capital Advisors
Huntington,
New York
| $18K | +$17.9K | +1,005 | New |
|
|
PAS
28
Partnervest Advisory Services
Santa Barbara,
California
| – | -$217K | -11,550 | Closed |
|
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$47K | -2,500 | Closed |
|
|
MCM
30
Manchester Capital Management
Manchester,
Vermont
| – | -$109K | -1,166 | Closed |
|
FPL Hedge Fund Activity: Q4 2014 in Review
27 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q4 2014, worth a combined $44.3M — up 39% from $31.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FPL positions and 3 closed out — a net gain of 9 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $4.47M. The largest seller was ACG Wealth, cutting an estimated $2.56M.
- 27 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q4 2014, up from 19 in Q3 2014.
- Funds reported $44.3M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q4 2014, up 39% quarter-over-quarter.
- 12 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q4 2014 and 3 closed out, a net change of +9 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q4 2014 was 1832 Asset Management, an estimated $4.47M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q4 2014 was ACG Wealth, an estimated $2.56M sold.
Based on aggregated 13F filings for Q4 2014.