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FPL

FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL

Delisted

FPL was delisted on the 3rd of May, 2024.

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52 hedge funds and large institutions have $49M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

24% more capital invested

Capital invested by funds: $39.6M → $49M (+$9.33M)

7% less funds holding

Funds holding: 56 → 52 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
20
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CBA
Coastal Bridge Advisors
Connecticut
+$2.1M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$1.91M
3
Morgan Stanley
Morgan Stanley
New York
+$828K
4
ACM
Arlington Capital Management
Illinois
+$475K
5
6M
6 Meridian
Kansas
+$339K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$1.39M
2
AAM
Advisors Asset Management
Colorado
-$1.37M
3
CCP
Clough Capital Partners
Massachusetts
-$611K
4
CA
Cornerstone Advisors
North Carolina
-$518K
5
CRC
Curi RMB Capital
Illinois
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$2K – – –
BFEC
52
Benjamin F. Edwards & Company
Missouri
$1K – – –
CCP
53
Clough Capital Partners
Massachusetts
– -$611K -81,000 Closed
CA
54
Cornerstone Advisors
North Carolina
– -$518K -68,645 Closed
WAM
55
Weiss Asset Management
Massachusetts
– -$357K -47,342 Closed
Bank of Nova Scotia
56
Bank of Nova Scotia
Ontario, Canada
– -$207K -27,464 Closed
HR
57
Hayden Royal
North Carolina
– -$127K -16,902 Closed
RCG
58
Ruggie Capital Group
Florida
– -$95K -12,592 Closed
SXL
59
Summit X LLC
Missouri
– -$94K -12,506 Closed
LCM
60
Landscape Capital Management
New Jersey
– -$87K -11,499 Closed
VF
61
Virtu Financial
New York
– -$81K -10,790 Closed
QCIG
62
Quad-Cities Investment Group
Iowa
– -$17K -2,250 Closed
CAM
63
Cresset Asset Management
Illinois
– -$5K -700 Closed
MOS
64
MGO One Seven
Ohio
– -$1K -193 Closed
1 2
3

FPL Hedge Fund Activity: Q1 2019 in Review

52 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q1 2019, worth a combined $49M — up 24% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FPL and 9 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 20 added.

The largest buyer was Coastal Bridge Advisors, adding an estimated $2.1M. The largest seller was Doliver Advisors, cutting an estimated $1.39M.

  • 52 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q1 2019, down from 56 in Q4 2018.
  • Funds reported $49M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q1 2019, up 24% quarter-over-quarter.
  • 9 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q1 2019 and 13 closed out, a net change of -4 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q1 2019 was Coastal Bridge Advisors, an estimated $2.1M added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q1 2019 was Doliver Advisors, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2019.