UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN
MLPL
MLPL was delisted on the 29th of January, 2016.
19 hedge funds and large institutions have $22.7M invested in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
7% more capital invested
Capital invested by funds: $21.2M → $22.7M (+$1.48M)
6% more funds holding
Funds holding: 18 → 19 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$1.19M |
| 2 |
WA
WFG Advisors
Dallas,
Texas
|
+$350K |
| 3 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$289K |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$90.8K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$53.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
TPH Asset Management
Houston,
Texas
|
-$111K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$107K |
| 3 |
UR
USCA RIA
Houston,
Texas
|
-$26.7K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$22K |
| 5 |
NES
New England Securities
New York
|
-$19.5K |
MLPL Hedge Fund Activity: Q4 2013 in Review
19 of the 3,459 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 2013, worth a combined $22.7M — up 7% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MLPL positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Aviance Capital Partners, adding an estimated $1.19M. The largest seller was TPH Asset Management, cutting an estimated $111K.
- 19 institutional investors held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) as of Q4 2013, up from 18 in Q3 2013.
- Funds reported $22.7M of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN stock for Q4 2013, up 7% quarter-over-quarter.
- 4 funds opened new UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN positions in Q4 2013 and 2 closed out, a net change of +2 holders.
- The largest UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN buyer in Q4 2013 was Aviance Capital Partners, an estimated $1.19M added.
- The largest UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN seller in Q4 2013 was TPH Asset Management, an estimated $111K sold.
Based on aggregated 13F filings for Q4 2013.