FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
19 hedge funds and large institutions have $31.8M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
38% more capital invested
Capital invested by funds: $23M → $31.8M (+$8.75M)
27% more funds holding
Funds holding: 15 → 19 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.7M |
| 2 |
AIG
American International Group
New York
|
+$288K |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
+$239K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$232K |
| 5 |
LPL Financial
San Diego,
California
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$950K |
| 2 |
OC
Oppenheimer & Co
New York
|
-$672K |
| 3 |
Jane Street
New York
|
-$426K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$224K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$22.5K |
FPL Hedge Fund Activity: Q3 2014 in Review
19 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q3 2014, worth a combined $31.8M — up 38% from $23M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FPL positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was ACG Wealth, cutting an estimated $950K.
- 19 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q3 2014, up from 15 in Q2 2014.
- Funds reported $31.8M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q3 2014, up 38% quarter-over-quarter.
- 7 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q3 2014 and 3 closed out, a net change of +4 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q3 2014 was Morgan Stanley, an estimated $10.7M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q3 2014 was ACG Wealth, an estimated $950K sold.
Based on aggregated 13F filings for Q3 2014.