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BDCL
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
BDCL
Delisted
BDCL was delisted on the 1st of April, 2020.
13 hedge funds and large institutions have $14.6M invested in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
2% more capital invested
Capital invested by funds: $14.4M → $14.6M (+$243K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less funds holding
Funds holding: 15 → 13 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Jane Street
New York
|
+$1.18M |
| 2 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
+$99.6K |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$3.02K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$664 |
Top Sellers
| 1 |
SAM
Selway Asset Management
|
-$1.06M |
| 2 |
SP
Successful Portfolios
Clearwater,
Florida
|
-$147K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$10.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Selway Asset Management
| $9.18M | -$1.06M | -70,550 | -11% |
|
|
CC
2
Claybrook Capital
Wellesley,
Massachusetts
| $2.98M | +$99.6K | +6,600 | +4% |
|
|
3
Jane Street
New York
| $1.2M | +$1.18M | +78,151 | New |
|
|
SAS
4
Stelac Advisory Services
New York
| $747K | – | – | – |
|
|
5
HighTower Advisors
Chicago,
Illinois
| $218K | -$10.6K | -700 | -5% |
|
6
DZ Bank
Frankfurt Am Main,
Germany
| $153K | – | – | – |
|
7
Envestnet Asset Management
Chicago,
Illinois
| $89K | – | – | – |
|
8
Morgan Stanley
New York
| $41K | – | – | – |
|
|
CFA
9
Carroll Financial Associates
Charlotte,
North Carolina
| $12K | – | – | – |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $9K | +$664 | +44 | +8% |
|
|
FANJ
11
Financial Architects (New Jersey)
Marlton,
New Jersey
| $6K | +$3.02K | +200 | +100% |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $5K | – | – | – |
|
|
SP
13
Successful Portfolios
Clearwater,
Florida
| – | -$147K | -10,000 | Closed |
|
|
14
Wells Fargo
San Francisco,
California
| – | -$15 | -1 | Closed |
|