FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
48 hedge funds and large institutions have $20.2M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 10 closing their positions.
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
4% less funds holding
Funds holding: 50 → 48 (-2)
64% less capital invested
Capital invested by funds: $56.1M → $20.2M (-$35.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.23M |
| 2 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
+$643K |
| 3 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$540K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$391K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
-$3.04M |
| 2 |
Morgan Stanley
New York
|
-$1.66M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.62M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$1.17M |
| 5 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$584K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
Cambridge Advisors
Omaha,
Nebraska
| – | -$584K | -62,578 | Closed |
|
52
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$316K | -33,935 | Closed |
|
|
MIG
53
Mariner Investment Group
Harrison,
New York
| – | -$275K | -29,500 | Closed |
|
|
LC
54
Lindbrook Capital
Calabasas,
California
| – | -$154K | -16,500 | Closed |
|
|
FIA
55
FNY Investment Advisers
New York
| – | -$103K | -11,059 | Closed |
|
|
B
56
Bailard
Foster City,
California
| – | -$103K | -11,025 | Closed |
|
|
SIC
57
Samalin Investment Counsel
Chappaqua,
New York
| – | -$53K | -5,700 | Closed |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| – | -$24K | -2,600 | Closed |
|
FPL Hedge Fund Activity: Q1 2020 in Review
48 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q1 2020, worth a combined $20.2M — down 64% from $56.1M a quarter earlier.
Fund positioning in FPL was balanced in Q1 2020: 10 funds opened new positions, 10 closed out, 14 added to existing stakes and 15 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.23M. The largest seller was Kayne Anderson Capital Advisors, exiting entirely with an estimated $3.04M sold.
- 48 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q1 2020, down from 50 in Q4 2019.
- Funds reported $20.2M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q1 2020, down 64% quarter-over-quarter.
- 10 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q1 2020 and 10 closed out, a net change of 0 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q1 2020 was Advisors Asset Management, an estimated $1.23M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q1 2020 was Kayne Anderson Capital Advisors, an estimated $3.04M sold.
Based on aggregated 13F filings for Q1 2020.