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MER.PRE

MERRILL PFD TST IV
MER.PRE

Delisted

MER.PRE was delisted on the 29th of December, 2015.

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7 hedge funds and large institutions have $1.48M invested in MERRILL PFD TST IV in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $1.46M → $1.48M (+$23.5K)

22% less funds holding

Funds holding: 9 → 7 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Selway Asset Management
+$25.4K

Top Sellers

Rank Fund Capital Flow
1
CFA
Carroll Financial Associates
North Carolina
-$14K
2
TWM
Torch Wealth Management
Ohio
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Selway Asset Management
$1.3M +$25.4K +1,000 +2%
HPBT
2
High Point Bank & Trust
North Carolina
$68K – – –
Ameriprise
3
Ameriprise
Minnesota
$56K – – –
HCM
4
Highlander Capital Management
New Jersey
$30.5K – – –
WRM
5
Westport Resources Management
Connecticut
$15K – – –
TCOV
6
Trust Company of Vermont
Vermont
$6K – – –
ECM
7
Estabrook Capital Management
New York
$5.09K – – –
CFA
8
Carroll Financial Associates
North Carolina
– -$14K -560 Closed
TWM
9
Torch Wealth Management
Ohio
– -$6K -250 Closed

MER.PRE Hedge Fund Activity: Q1 2014 in Review

7 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in MERRILL PFD TST IV (MER.PRE) for Q1 2014, worth a combined $1.48M — up 1.6% from $1.46M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of MER.PRE and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Selway Asset Management, adding an estimated $25.4K. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $14K sold.

  • 7 institutional investors held MERRILL PFD TST IV (MER.PRE) as of Q1 2014, down from 9 in Q4 2013.
  • Funds reported $1.48M of MERRILL PFD TST IV stock for Q1 2014, up 1.6% quarter-over-quarter.
  • 0 funds opened new MERRILL PFD TST IV positions in Q1 2014 and 2 closed out, a net change of -2 holders.
  • The largest MERRILL PFD TST IV buyer in Q1 2014 was Selway Asset Management, an estimated $25.4K added.
  • The largest MERRILL PFD TST IV seller in Q1 2014 was Carroll Financial Associates, an estimated $14K sold.

Based on aggregated 13F filings for Q1 2014.