FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
47 hedge funds and large institutions have $34.5M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 6 closing their positions.
3% more capital invested
Capital invested by funds: $33.4M → $34.5M (+$1.06M)
4% less funds holding
Funds holding: 49 → 47 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
47% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$2.4M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$664K |
| 3 |
QC
Quantedge Capital
Singapore
|
+$386K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$170K |
| 5 |
TWM
Titus Wealth Management
Larskpur,
California
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$380K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$227K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$111K |
| 4 |
VF
Virtu Financial
New York
|
-$102K |
| 5 |
HR
Hayden Royal
Charlotte,
North Carolina
|
-$92K |
FPL Hedge Fund Activity: Q3 2021 in Review
47 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q3 2021, worth a combined $34.5M — up 3.2% from $33.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FPL and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 10 added.
The largest buyer was Coastal Bridge Advisors, adding an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $380K.
- 47 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q3 2021, down from 49 in Q2 2021.
- Funds reported $34.5M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q3 2021, up 3.2% quarter-over-quarter.
- 5 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q3 2021 and 6 closed out, a net change of -1 holder.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q3 2021 was Coastal Bridge Advisors, an estimated $2.4M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q3 2021 was Morgan Stanley, an estimated $380K sold.
Based on aggregated 13F filings for Q3 2021.