FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
50 hedge funds and large institutions have $32.7M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 13 closing their positions.
5% more capital invested
Capital invested by funds: $31.2M → $32.7M (+$1.43M)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
9% less funds holding
Funds holding: 55 → 50 (-5)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$423K |
| 2 |
Walleye Capital
New York
|
+$275K |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$246K |
| 4 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$206K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$72.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.12M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1M |
| 3 |
Morgan Stanley
New York
|
-$888K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$217K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Millennium Management
New York
| – | -$197K | -36,020 | Closed |
|
|
WAM
52
Weiss Asset Management
Boston,
Massachusetts
| – | -$161K | -29,476 | Closed |
|
53
Invesco
Atlanta,
Georgia
| – | -$124K | -22,683 | Closed |
|
|
CP
54
Camelot Portfolios
Maumee,
Ohio
| – | -$75K | -13,676 | Closed |
|
|
JWCA
55
J.W. Cole Advisors
Tampa,
Florida
| – | -$55K | -10,049 | Closed |
|
56
Nomura Holdings
Tokyo,
Japan
| – | -$55K | -10,000 | Closed |
|
57
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$14K | -2,500 | Closed |
|
|
AF
58
Advisornet Financial
Minnetonka,
Minnesota
| – | -$8K | -1,400 | Closed |
|
|
ATC
59
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$7K | -1,260 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$4K | -680 | Closed |
|
|
CFGS
61
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.79K | -300 | Closed |
|
FPL Hedge Fund Activity: Q1 2022 in Review
50 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q1 2022, worth a combined $32.7M — up 4.6% from $31.2M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FPL and 8 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 15 added.
The largest buyer was Private Advisor Group, adding an estimated $423K. The largest seller was Cohen & Steers, cutting an estimated $1.12M.
- 50 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q1 2022, down from 55 in Q4 2021.
- Funds reported $32.7M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q1 2022, up 4.6% quarter-over-quarter.
- 8 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q1 2022 and 13 closed out, a net change of -5 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q1 2022 was Private Advisor Group, an estimated $423K added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q1 2022 was Cohen & Steers, an estimated $1.12M sold.
Based on aggregated 13F filings for Q1 2022.