ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
MORL was delisted on the 24th of March, 2020.
9 hedge funds and large institutions have $5.28M invested in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more capital invested
Capital invested by funds: $3.77M → $5.28M (+$1.51M)
29% more funds holding
Funds holding: 7 → 9 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$895K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$446K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$441K |
| 4 |
Morgan Stanley
New York
|
+$362K |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$35.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Creative Planning
Overland Park,
Kansas
| $2.29M | +$441K | +20,000 | +21% |
|
|
ACP
2
Aviance Capital Partners
Naples,
Florida
| $820K | +$101K | +4,600 | +13% |
|
|
3
Jane Street
New York
| $814K | +$895K | +40,582 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $405K | +$446K | +20,208 | New |
|
|
CFA
5
Carroll Financial Associates
Charlotte,
North Carolina
| $392K | +$11K | +500 | +3% |
|
|
6
Morgan Stanley
New York
| $329K | +$362K | +16,400 | New |
|
|
JIP
7
Jaffetilchin Investment Partners
Tampa,
Florida
| $219K | +$3.9K | +177 | +2% |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
|
CTC
9
Central Trust Company
Jefferson City,
Missouri
| $2K | – | – | – |
|
|
AIG
10
American International Group
New York
| – | -$35.1K | -1,500 | Closed |
|
MORL Hedge Fund Activity: Q3 2014 in Review
9 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) for Q3 2014, worth a combined $5.28M — up 40% from $3.77M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MORL positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $895K. The largest seller was American International Group, exiting entirely with an estimated $35.1K sold.
- 9 institutional investors held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) as of Q3 2014, up from 7 in Q2 2014.
- Funds reported $5.28M of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN stock for Q3 2014, up 40% quarter-over-quarter.
- 3 funds opened new ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN positions in Q3 2014 and 1 closed out, a net change of +2 holders.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN buyer in Q3 2014 was Jane Street, an estimated $895K added.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN seller in Q3 2014 was American International Group, an estimated $35.1K sold.
Based on aggregated 13F filings for Q3 2014.