FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
32 hedge funds and large institutions have $47.8M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
19% more funds holding
Funds holding: 27 → 32 (+5)
3% more capital invested
Capital invested by funds: $46.5M → $47.8M (+$1.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.49M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.99M |
| 3 |
Cohen & Steers
New York
|
+$1.2M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$765K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$655K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.11M |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$196K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$159K |
| 4 |
AIG
American International Group
New York
|
-$21.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $66K | -$4.78K | -282 | -6% |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $43K | – | – | – |
|
|
28
UBS Group
Zurich,
Switzerland
| $32K | -$21.4K | -1,263 | -38% |
|
|
WT
29
Whittier Trust
South Pasadena,
California
| $31K | – | – | – |
|
|
AAM
30
Advisors Asset Management
Monument,
Colorado
| $30K | +$32.8K | +1,937 | New |
|
|
GAM
31
Gemmer Asset Management
Walnut Creek,
California
| $28K | – | – | – |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $27K | +$34 | +2 | +0.1% |
|
|
RCM
33
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$1.11M | -65,100 | Closed |
|
FPL Hedge Fund Activity: Q2 2015 in Review
32 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2015, worth a combined $47.8M — up 2.8% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FPL positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $2.49M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.11M sold.
- 32 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2015, up from 27 in Q1 2015.
- Funds reported $47.8M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2015, up 2.8% quarter-over-quarter.
- 7 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2015 and 1 closed out, a net change of +6 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q2 2015 was Punch & Associates Investment Management, an estimated $2.49M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q2 2015 was Rivernorth Capital Management, an estimated $1.11M sold.
Based on aggregated 13F filings for Q2 2015.