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OCR.PRB

OMNICARE CAP TR II SER B 4% TR PFD INCM EQTY REDM SEC PIERS

Delisted

OCR.PRB was delisted on the 25th of September, 2015.

24 hedge funds and large institutions have $332M invested in OMNICARE CAP TR II SER B 4% TR PFD INCM EQTY REDM SEC PIERS in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

27% more capital invested

Capital invested by funds: $262M → $332M (+$69.6M)

0% more funds holding

Funds holding: 2424 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$42M
ACPU
2
Arrowgrass Capital Partners (US)
Delaware
$41.8M +$40.4M +615,061 New
BA
3
BlackRock Advisors
Delaware
$37.3M
Invesco
4
Invesco
Georgia
$36.1M +$920K +14,000 +3%
KG
5
Killen Group
Pennsylvania
$28.2M +$27.1M +412,470 New
BFA
6
BlackRock Fund Advisors
California
$28M -$3.76M -57,187 -12%
WAM
7
Weiss Asset Management
Massachusetts
$26.9M +$11.1M +168,560 +75%
BCM
8
Basso Capital Management
Connecticut
$16.6M +$1.92M +29,222 +14%
MSL
9
Mackay Shields LLC
New York
$15.7M -$34.2K -520 -0.2%
CCA
10
Castle Creek Arbitrage
Colorado
$14.7M
BG
11
BlackRock Group
United Kingdom
$8.47M
SIM
12
SSI Investment Management
California
$6.84M -$3.18M -48,410 -32%
Citigroup
13
Citigroup
New York
$5.96M +$85.3K +1,298 +2%
Goldman Sachs
14
Goldman Sachs
New York
$5.96M +$2.62M +39,904 +84%
CCM
15
Cutler Capital Management
Massachusetts
$4.93M
Wells Fargo
16
Wells Fargo
California
$2.84M +$105K +1,600 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.44M +$575K +8,750 +32%
PH
18
Pinnacle Holdings
Oklahoma
$2.14M -$54.2K -825 -3%
BIM
19
BlackRock Investment Management
Delaware
$1.77M
PCM
20
Palisade Capital Management
New Jersey
$1.65M
BlackRock
21
BlackRock
New York
$509K
BIT
22
BlackRock Institutional Trust
California
$310K
CS
23
Credit Suisse
Switzerland
$273K
U
24
UBS
Switzerland
$134K +$30.7K +468 +31%
GT
25
Glenmede Trust
Pennsylvania
$102K +$98.5K +1,500 New

OCR.PRB Hedge Fund Activity: Q3 2013 in Review

24 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in OMNICARE CAP TR II SER B 4% TR PFD INCM EQTY REDM SEC PIERS (OCR.PRB) for Q3 2013, worth a combined $332M — up 27% from $262M a quarter earlier.

Fund positioning in OCR.PRB was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was Arrowgrass Capital Partners (US), opening a new position worth an estimated $40.4M. The largest seller was OTA Financial Group, exiting entirely with an estimated $7.92M sold.

  • 24 institutional investors held OMNICARE CAP TR II SER B 4% TR PFD INCM EQTY REDM SEC PIERS (OCR.PRB) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $332M of OMNICARE CAP TR II SER B 4% TR PFD INCM EQTY REDM SEC PIERS stock for Q3 2013, up 27% quarter-over-quarter.
  • 3 funds opened new OMNICARE CAP TR II SER B 4% TR PFD INCM EQTY REDM SEC PIERS positions in Q3 2013 and 3 closed out, a net change of 0 holders.
  • The largest OMNICARE CAP TR II SER B 4% TR PFD INCM EQTY REDM SEC PIERS buyer in Q3 2013 was Arrowgrass Capital Partners (US), an estimated $40.4M added.
  • The largest OMNICARE CAP TR II SER B 4% TR PFD INCM EQTY REDM SEC PIERS seller in Q3 2013 was OTA Financial Group, an estimated $7.92M sold.

Based on aggregated 13F filings for Q3 2013.