UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE)
MLPW
MLPW was delisted on the 15th of August, 2016.
7 hedge funds and large institutions have $129K invested in UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
7% more capital invested
Capital invested by funds: $121K → $129K (+$8.51K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16.6K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.93K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$4.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$9.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
1
Winslow Evans & Crocker
Boston,
Massachusetts
| $96.3K | -$9.01K | -390 | -8% |
|
|
2
Wells Fargo
San Francisco,
California
| $16K | +$16.6K | +719 | +71,900% |
|
|
3
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | +$6.93K | +300 | New |
|
|
AIG
4
American International Group
New York
| $5K | – | – | – |
|
|
NFG
5
Next Financial Group
Houston,
Texas
| $4K | +$4.62K | +200 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | – | – | – |
|
MLPW Hedge Fund Activity: Q4 2015 in Review
7 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) (MLPW) for Q4 2015, worth a combined $129K — up 7% from $121K 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 1 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16.6K. The largest seller was Winslow Evans & Crocker, cutting an estimated $9.01K.
- 7 institutional investors held UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) (MLPW) as of Q4 2015, up from 5 in Q3 2015.
- Funds reported $129K of UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) stock for Q4 2015, up 7% quarter-over-quarter.
- 2 funds opened new UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) positions in Q4 2015 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 2015 was Wells Fargo, an estimated $16.6K added.
- The largest UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) seller in Q4 2015 was Winslow Evans & Crocker, an estimated $9.01K sold.
Based on aggregated 13F filings for Q4 2015.