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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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55 hedge funds and large institutions have $31.2M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

17% more funds holding

Funds holding: 47 → 55 (+8)

9% less capital invested

Capital invested by funds: $34.5M → $31.2M (-$3.23M)

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
9
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$908K
2
Ameriprise
Ameriprise
Minnesota
+$274K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$223K
4
Millennium Management
Millennium Management
New York
+$202K
5
WAM
Weiss Asset Management
Massachusetts
+$166K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.54M
2
APW
Aurora Private Wealth
New Jersey
-$558K
3
PAG
Private Advisor Group
New Jersey
-$475K
4
UBS Group
UBS Group
Switzerland
-$428K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$2K -$14.1K -2,500 -89%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
APW
53
Aurora Private Wealth
New Jersey
– -$558K -98,278 Closed
SKK
54
Shepherd Kaplan Krochuk
Massachusetts
– -$319K -56,150 Closed
NL
55
NWAM LLC
Washington
– -$299K -52,632 Closed
GC
56
Guggenheim Capital
Illinois
– -$175K -30,879 Closed
TSS
57
Two Sigma Securities
New York
– -$69K -12,080 Closed
LC
58
Lindbrook Capital
California
– -$10K -1,733 Closed
NFG
59
Next Financial Group
Texas
– -$4K -649 Closed
HI
60
Harbour Investments
Wisconsin
– -$3K -465 Closed
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
– -$2K -400 Closed
Fidelity Investments
62
Fidelity Investments
Massachusetts
– +$17 +3 New
AHIA
63
Andrew Hill Investment Advisors
Florida
– +$118 +21 New
LPWM
64
Lake Point Wealth Management
Texas
– +$141 +25 +500%
1 2
3

FPL Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q4 2021, worth a combined $31.2M — down 9.4% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FPL positions and 9 closed out — a net gain of 8 holders — while 9 added to existing stakes and 20 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $908K. The largest seller was Morgan Stanley, cutting an estimated $1.54M.

  • 55 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q4 2021, up from 47 in Q3 2021.
  • Funds reported $31.2M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q4 2021, down 9.4% quarter-over-quarter.
  • 17 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q4 2021 and 9 closed out, a net change of +8 holders.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q4 2021 was Wolverine Asset Management, an estimated $908K added.
  • The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q4 2021 was Morgan Stanley, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2021.