UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN
MLPL
MLPL was delisted on the 29th of January, 2016.
21 hedge funds and large institutions have $37.3M invested in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 7 closing their positions.
15% more capital invested
Capital invested by funds: $32.6M → $37.3M (+$4.75M)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
5% less funds holding
Funds holding: 22 → 21 (-1)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$12.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.09M |
| 3 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$818K |
| 4 |
Goldman Sachs
New York
|
+$367K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.12M |
| 2 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$1.81M |
| 3 |
UR
USCA RIA
Houston,
Texas
|
-$962K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$497K |
| 5 |
Jane Street
New York
|
-$496K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| – | -$2.2K | -30 | Closed |
|
27
Parallax Volatility Advisers
San Francisco,
California
| – | +$63 | +1 | New |
|
MLPL Hedge Fund Activity: Q4 2014 in Review
21 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) for Q4 2014, worth a combined $37.3M — up 15% from $32.6M a quarter earlier.
Fund positioning in MLPL was balanced in Q4 2014: 7 funds opened new positions, 7 closed out, 2 added to existing stakes and 6 trimmed.
The largest buyer was Eagle Global Advisors, adding an estimated $12.9M. The largest seller was LPL Financial, exiting entirely with an estimated $5.12M sold.
- 21 institutional investors held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) as of Q4 2014, down from 22 in Q3 2014.
- Funds reported $37.3M of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN stock for Q4 2014, up 15% quarter-over-quarter.
- 7 funds opened new UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN positions in Q4 2014 and 7 closed out, a net change of 0 holders.
- The largest UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN buyer in Q4 2014 was Eagle Global Advisors, an estimated $12.9M added.
- The largest UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN seller in Q4 2014 was LPL Financial, an estimated $5.12M sold.
Based on aggregated 13F filings for Q4 2014.