FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
51 hedge funds and large institutions have $55.5M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
13% more funds holding
Funds holding: 45 → 51 (+6)
5% less capital invested
Capital invested by funds: $58.4M → $55.5M (-$2.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.04M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.03M |
| 3 |
Cohen & Steers
New York
|
+$943K |
| 4 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$921K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$636K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.52M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$559K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$465K |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$176K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCG
51
Ruggie Capital Group
Tavares,
Florida
| – | -$176K | -17,000 | Closed |
|
|
CCP
52
Cardan Capital Partners
Denver,
Colorado
| – | -$133K | -12,818 | Closed |
|
|
TA
53
Tiedemann Advisors
New York
| – | -$108K | -10,444 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$33K | -3,187 | Closed |
|
55
Envestnet Asset Management
Chicago,
Illinois
| – | -$23K | -2,249 | Closed |
|
56
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$11K | -1,077 | Closed |
|
|
RFC
57
Regions Financial Corp
Birmingham,
Alabama
| – | -$10K | -1,000 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | +$31 | +3 | New |
|
FPL Hedge Fund Activity: Q3 2018 in Review
51 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q3 2018, worth a combined $55.5M — down 5% from $58.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FPL positions and 7 closed out — a net gain of 6 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.04M. The largest seller was Morgan Stanley, cutting an estimated $6.52M.
- 51 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q3 2018, up from 45 in Q2 2018.
- Funds reported $55.5M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q3 2018, down 5% quarter-over-quarter.
- 13 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q3 2018 and 7 closed out, a net change of +6 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q3 2018 was Wolverine Asset Management, an estimated $2.04M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q3 2018 was Morgan Stanley, an estimated $6.52M sold.
Based on aggregated 13F filings for Q3 2018.