FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
43 hedge funds and large institutions have $49M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
5% more capital invested
Capital invested by funds: $46.6M → $49M (+$2.34M)
7% less funds holding
Funds holding: 46 → 43 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.34M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$958K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$820K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$692K |
| 5 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$485K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$678K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$331K |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$318K |
| 4 |
HI
HBK Investments
Dallas,
Texas
|
-$286K |
| 5 |
Morgan Stanley
New York
|
-$263K |
FPL Hedge Fund Activity: Q3 2019 in Review
43 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q3 2019, worth a combined $49M — up 5% from $46.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FPL and 3 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 18 added.
The largest buyer was Cohen & Steers, adding an estimated $1.34M. The largest seller was Sit Investment Associates, cutting an estimated $678K.
- 43 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q3 2019, down from 46 in Q2 2019.
- Funds reported $49M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q3 2019, up 5% quarter-over-quarter.
- 3 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q3 2019 and 6 closed out, a net change of -3 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q3 2019 was Cohen & Steers, an estimated $1.34M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q3 2019 was Sit Investment Associates, an estimated $678K sold.
Based on aggregated 13F filings for Q3 2019.