EUNITS 2 YR U S EQUITY MKT UIT (MA)
ETUA
ETUA was delisted on the 24th of January, 2014.
7 hedge funds and large institutions have $9.92M invested in EUNITS 2 YR U S EQUITY MKT UIT (MA) in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
5% more capital invested
Capital invested by funds: $9.42M → $9.92M (+$500K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$577K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$267K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$80.3K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$41.8K |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$18.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$691K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$63.3K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$33.5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $7.74M | -$63.3K | -5,487 | -0.8% |
|
|
WAM
2
Weiss Asset Management
Boston,
Massachusetts
| $789K | +$41.8K | +3,624 | +6% |
|
|
CS
3
Credit Suisse
Zurich,
Switzerland
| $587K | +$577K | +50,000 | New |
|
|
U
4
UBS
Zurich,
Switzerland
| $412K | +$80.3K | +6,960 | +25% |
|
|
5
HighTower Advisors
Chicago,
Illinois
| $271K | +$267K | +23,125 | New |
|
|
TJHA
6
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $101K | -$33.5K | -2,900 | -25% |
|
|
7
BNP Paribas Financial Markets
Paris,
France
| $18.7K | +$18.5K | +1,600 | New |
|
|
BBPWM
8
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$691K | -60,915 | Closed |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| – | -$3K | -300 | Closed |
|
ETUA Hedge Fund Activity: Q4 2013 in Review
7 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in EUNITS 2 YR U S EQUITY MKT UIT (MA) (ETUA) for Q4 2013, worth a combined $9.92M — up 5.3% from $9.42M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ETUA positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $577K. The largest seller was Blue Bell Private Wealth Management, exiting entirely with an estimated $691K sold.
- 7 institutional investors held EUNITS 2 YR U S EQUITY MKT UIT (MA) (ETUA) as of Q4 2013, up from 6 in Q3 2013.
- Funds reported $9.92M of EUNITS 2 YR U S EQUITY MKT UIT (MA) stock for Q4 2013, up 5.3% quarter-over-quarter.
- 3 funds opened new EUNITS 2 YR U S EQUITY MKT UIT (MA) positions in Q4 2013 and 2 closed out, a net change of +1 holder.
- The largest EUNITS 2 YR U S EQUITY MKT UIT (MA) buyer in Q4 2013 was Credit Suisse, an estimated $577K added.
- The largest EUNITS 2 YR U S EQUITY MKT UIT (MA) seller in Q4 2013 was Blue Bell Private Wealth Management, an estimated $691K sold.
Based on aggregated 13F filings for Q4 2013.