FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
42 hedge funds and large institutions have $62.8M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
14% more funds holding
Funds holding: 37 → 42 (+5)
2% more capital invested
Capital invested by funds: $61.3M → $62.8M (+$1.49M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.1M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.09M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$419K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$251K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$549K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$500K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$381K |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$317K |
| 5 |
LPL Financial
San Diego,
California
|
-$167K |
FPL Hedge Fund Activity: Q4 2016 in Review
42 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q4 2016, worth a combined $62.8M — up 2.4% from $61.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FPL positions and 3 closed out — a net gain of 5 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.1M. The largest seller was Baird Financial Group, exiting entirely with an estimated $549K sold.
- 42 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q4 2016, up from 37 in Q3 2016.
- Funds reported $62.8M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q4 2016, up 2.4% quarter-over-quarter.
- 8 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q4 2016 and 3 closed out, a net change of +5 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q4 2016 was Morgan Stanley, an estimated $4.1M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q4 2016 was Baird Financial Group, an estimated $549K sold.
Based on aggregated 13F filings for Q4 2016.