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MLPW

UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE)
MLPW

Delisted

MLPW was delisted on the 15th of August, 2016.

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6 hedge funds and large institutions have $151K invested in UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more capital invested

Capital invested by funds: $62.3K → $151K (+$88.8K)

50% more funds holding

Funds holding: 4 → 6 (+2)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WEC
Winslow Evans & Crocker
Massachusetts
+$76.7K
2
Creative Planning
Creative Planning
Kansas
+$23.9K
3
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$36

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
1
Winslow Evans & Crocker
Massachusetts
$108K +$76.7K +2,120 +212%
Creative Planning
2
Creative Planning
Kansas
$23K +$23.9K +660 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$12K – – –
AIG
4
American International Group
New York
$7.8K – – –
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
– +$36 +1 New

MLPW Hedge Fund Activity: Q4 2014 in Review

6 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) (MLPW) for Q4 2014, worth a combined $151K — up 143% from $62.3K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MLPW positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Winslow Evans & Crocker, adding an estimated $76.7K.

  • 6 institutional investors held UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) (MLPW) as of Q4 2014, up from 4 in Q3 2014.
  • Funds reported $151K of UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) stock for Q4 2014, up 143% quarter-over-quarter.
  • 2 funds opened new UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) positions in Q4 2014 and 0 closed out, a net change of +2 holders.
  • The largest UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) buyer in Q4 2014 was Winslow Evans & Crocker, an estimated $76.7K added.

Based on aggregated 13F filings for Q4 2014.