FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
27 hedge funds and large institutions have $46.5M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
5% more capital invested
Capital invested by funds: $44.3M → $46.5M (+$2.24M)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.51M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.33M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.06M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$425K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1.04M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.03M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$561K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$113K |
| 5 |
WRM
Westport Resources Management
Westport,
Connecticut
|
-$90K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $29K | +$2.41K | +136 | +9% |
|
|
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| $11K | -$561K | -31,702 | -98% |
|
|
WRM
28
Westport Resources Management
Westport,
Connecticut
| – | -$90K | -5,052 | Closed |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$45K | -2,500 | Closed |
|
|
NPC
30
National Planning Corporation
El Segundo,
California
| – | -$20.7K | -1,200 | Closed |
|
|
CCA
31
Catalyst Capital Advisors
Huntington,
New York
| – | -$18K | -1,005 | Closed |
|
FPL Hedge Fund Activity: Q1 2015 in Review
27 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q1 2015, worth a combined $46.5M — up 5.1% from $44.3M a quarter earlier.
Fund positioning in FPL was balanced in Q1 2015: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.51M. The largest seller was ACG Wealth, cutting an estimated $1.04M.
- 27 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $46.5M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q1 2015, up 5.1% quarter-over-quarter.
- 4 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q1 2015 and 4 closed out, a net change of 0 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q1 2015 was Morgan Stanley, an estimated $1.51M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q1 2015 was ACG Wealth, an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2015.