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BDCL

2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL

Delisted

BDCL was delisted on the 1st of April, 2020.

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13 hedge funds and large institutions have $2.88M invested in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

18% more funds holding

Funds holding: 11 → 13 (+2)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

61% less capital invested

Capital invested by funds: $7.38M → $2.88M (-$4.5M)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAS
Stelac Advisory Services
New York
+$258K
2
CAN
Cetera Advisor Networks
California
+$226K
3
ACP
Aviance Capital Partners
Florida
+$103K
4
GSC
Ground Swell Capital
South Carolina
+$13.3K
5
Creative Planning
Creative Planning
Kansas
+$5.31K

Top Sellers

Rank Fund Capital Flow
1
EML
Eos Management LP
New York
-$4.28M
2
BRWA
B. Riley Wealth Advisors
Florida
-$663K
3
Morgan Stanley
Morgan Stanley
New York
-$115K
4
U
UBS
Switzerland
-$15.7K
5
MIM
Macroview Investment Management
Maryland
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1
Aviance Capital Partners
Florida
$1.06M +$103K +3,900 +10%
CFA
2
Carroll Financial Associates
North Carolina
$602K -$2.65K -100 -0.4%
SAS
3
Stelac Advisory Services
New York
$322K +$258K +9,739 +273%
BRWA
4
B. Riley Wealth Advisors
Florida
$308K -$663K -25,006 -66%
CAN
5
Cetera Advisor Networks
California
$204K +$226K +8,500 New
AIG
6
American International Group
New York
$184K – – –
Morgan Stanley
7
Morgan Stanley
New York
$98K -$115K -4,335 -52%
U
8
UBS
Switzerland
$43K -$15.7K -593 -25%
TWA
9
TCI Wealth Advisors
Arizona
$36K – – –
GSC
10
Ground Swell Capital
South Carolina
$12K +$13.3K +500 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$8K – – –
Creative Planning
12
Creative Planning
Kansas
$5K +$5.31K +200 New
EML
13
Eos Management LP
New York
– -$4.28M -149,231 Closed
MIM
14
Macroview Investment Management
Maryland
– -$6K -200 Closed
Wells Fargo
15
Wells Fargo
California
– +$27 +1 New

BDCL Hedge Fund Activity: Q3 2014 in Review

13 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) for Q3 2014, worth a combined $2.88M — down 61% from $7.38M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BDCL positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Stelac Advisory Services, adding an estimated $258K. The largest seller was Eos Management LP, exiting entirely with an estimated $4.28M sold.

  • 13 institutional investors held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) as of Q3 2014, up from 11 in Q2 2014.
  • Funds reported $2.88M of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev stock for Q3 2014, down 61% quarter-over-quarter.
  • 4 funds opened new 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev positions in Q3 2014 and 2 closed out, a net change of +2 holders.
  • The largest 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev buyer in Q3 2014 was Stelac Advisory Services, an estimated $258K added.
  • The largest 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev seller in Q3 2014 was Eos Management LP, an estimated $4.28M sold.

Based on aggregated 13F filings for Q3 2014.