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MORL

ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL

Delisted

MORL was delisted on the 24th of March, 2020.

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16 hedge funds and large institutions have $7.6M invested in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

60% more funds holding

Funds holding: 10 → 16 (+6)

18% more capital invested

Capital invested by funds: $6.45M → $7.6M (+$1.15M)

Holders
16
Holders Change
+6
Holders Change %
+60%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
+$2.9M
2
CFA
Carroll Financial Associates
North Carolina
+$467K
3
Creative Planning
Creative Planning
Kansas
+$375K
4
Morgan Stanley
Morgan Stanley
New York
+$124K
5
SPC
Sigma Planning Corp
Michigan
+$110K

Top Sellers

Rank Fund Capital Flow
1
CI
CAZ Investments
Texas
-$1.15M
2
Jane Street
Jane Street
New York
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$3.18M +$375K +19,350 +11%
Bessemer Group
2
Bessemer Group
New Jersey
$2.5M +$2.9M +150,000 New
ACP
3
Aviance Capital Partners
Florida
$777K +$30.6K +1,579 +4%
CFA
4
Carroll Financial Associates
North Carolina
$409K +$467K +24,100 +6,025%
SPC
5
Sigma Planning Corp
Michigan
$270K +$110K +5,700 +54%
Jane Street
6
Jane Street
New York
$206K -$290K -14,972 -55%
Morgan Stanley
7
Morgan Stanley
New York
$107K +$124K +6,400 New
BA
8
BlackRock Advisors
Delaware
$75K +$87.1K +4,500 New
AIG
9
American International Group
New York
$20.6K +$19.3K +996 +415%
PCM
10
Prelude Capital Management
New York
$17K +$19.4K +1,000 New
EWM
11
Evercore Wealth Management
New York
$13K +$15.4K +796 New
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$5K – – –
Bank of America
13
Bank of America
North Carolina
$5K +$5.81K +300 New
CTC
14
Central Trust Company
Missouri
$2K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$1K +$639 +33 New
CI
16
CAZ Investments
Texas
– -$1.15M -55,299 Closed

MORL Hedge Fund Activity: Q2 2015 in Review

16 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) for Q2 2015, worth a combined $7.6M — up 18% from $6.45M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MORL positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $2.9M. The largest seller was CAZ Investments, exiting entirely with an estimated $1.15M sold.

  • 16 institutional investors held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) as of Q2 2015, up from 10 in Q1 2015.
  • Funds reported $7.6M of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN stock for Q2 2015, up 18% quarter-over-quarter.
  • 7 funds opened new ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN positions in Q2 2015 and 1 closed out, a net change of +6 holders.
  • The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN buyer in Q2 2015 was Bessemer Group, an estimated $2.9M added.
  • The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN seller in Q2 2015 was CAZ Investments, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2015.