FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
55 hedge funds and large institutions have $31.2M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
17% more funds holding
Funds holding: 47 → 55 (+8)
9% less capital invested
Capital invested by funds: $34.5M → $31.2M (-$3.23M)
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$908K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$274K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$223K |
| 4 |
Millennium Management
New York
|
+$202K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.54M |
| 2 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$558K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$475K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$428K |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$319K |
FPL Hedge Fund Activity: Q4 2021 in Review
55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q4 2021, worth a combined $31.2M — down 9.4% from $34.5M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FPL positions and 9 closed out — a net gain of 8 holders — while 9 added to existing stakes and 20 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $908K. The largest seller was Morgan Stanley, cutting an estimated $1.54M.
- 55 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q4 2021, up from 47 in Q3 2021.
- Funds reported $31.2M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q4 2021, down 9.4% quarter-over-quarter.
- 17 funds opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q4 2021 and 9 closed out, a net change of +8 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q4 2021 was Wolverine Asset Management, an estimated $908K added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q4 2021 was Morgan Stanley, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2021.