FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
FPL was delisted on the 3rd of May, 2024.
44 hedge funds and large institutions have $31.3M invested in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
4% less capital invested
Capital invested by funds: $32.7M → $31.3M (-$1.36M)
12% less funds holding
Funds holding: 50 → 44 (-6)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$1.67M |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$997K |
| 3 |
Morgan Stanley
New York
|
+$304K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$227K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$420K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$393K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$298K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$256K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$141K |
FPL Hedge Fund Activity: Q2 2022 in Review
44 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) for Q2 2022, worth a combined $31.3M — down 4.2% from $32.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FPL and 1 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 19 added.
The largest buyer was Coastal Bridge Advisors, adding an estimated $1.67M. The largest seller was Cohen & Steers, cutting an estimated $420K.
- 44 institutional investors held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) as of Q2 2022, down from 50 in Q1 2022.
- Funds reported $31.3M of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND stock for Q2 2022, down 4.2% quarter-over-quarter.
- 1 fund opened new FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND positions in Q2 2022 and 7 closed out, a net change of -6 holders.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND buyer in Q2 2022 was Coastal Bridge Advisors, an estimated $1.67M added.
- The largest FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND seller in Q2 2022 was Cohen & Steers, an estimated $420K sold.
Based on aggregated 13F filings for Q2 2022.