UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN
MLPL
MLPL was delisted on the 29th of January, 2016.
17 hedge funds and large institutions have $22.6M invested in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
1% less capital invested
Capital invested by funds: $22.7M → $22.6M (-$129K)
11% less funds holding
Funds holding: 19 → 17 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$2.13M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$60K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$49.1K |
| 4 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$10.6K |
| 5 |
NES
New England Securities
New York
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGA
Belmont Global Advisors
Dallas,
Texas
|
-$563K |
| 2 |
LPL Financial
San Diego,
California
|
-$533K |
| 3 |
TAM
TPH Asset Management
Houston,
Texas
|
-$507K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$327K |
| 5 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$273K |
MLPL Hedge Fund Activity: Q1 2014 in Review
17 of the 3,464 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 Q1 2014, worth a combined $22.6M — down 0.57% from $22.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MLPL and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 4 added.
The largest buyer was Eagle Global Advisors, adding an estimated $2.13M. The largest seller was Belmont Global Advisors, exiting entirely with an estimated $563K sold.
- 17 institutional investors held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) as of Q1 2014, down from 19 in Q4 2013.
- Funds reported $22.6M of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN stock for Q1 2014, down 0.57% quarter-over-quarter.
- 1 fund opened new UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN positions in Q1 2014 and 3 closed out, a net change of -2 holders.
- The largest UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN buyer in Q1 2014 was Eagle Global Advisors, an estimated $2.13M added.
- The largest UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN seller in Q1 2014 was Belmont Global Advisors, an estimated $563K sold.
Based on aggregated 13F filings for Q1 2014.