FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
45 hedge funds and large institutions have $58.4M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
15% more funds holding
Funds holding: 39 → 45 (+6)
10% more capital invested
Capital invested by funds: $53M → $58.4M (+$5.34M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$596K |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$535K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$485K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$418K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.95M |
| 2 |
Morgan Stanley
New York
|
-$1.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$236K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$163K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$67.1K |
FPL Hedge Fund Activity: Q2 2018 in Review
45 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2018, worth a combined $58.4M — up 10% from $53M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FPL positions and 1 closed out — a net gain of 7 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $596K. The largest seller was Advisors Asset Management, cutting an estimated $1.95M.
- 45 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2018, up from 39 in Q1 2018.
- Funds reported $58.4M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2018, up 10% quarter-over-quarter.
- 8 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2018 and 1 closed out, a net change of +7 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q2 2018 was Cohen & Steers, an estimated $596K added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q2 2018 was Advisors Asset Management, an estimated $1.95M sold.
Based on aggregated 13F filings for Q2 2018.