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RBS.PRN

ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK)

Delisted

RBS.PRN was delisted on the 29th of July, 2015.

40 hedge funds and large institutions have $239M invested in ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK) in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

66% more capital invested

Capital invested by funds: $144M → $239M (+$94.9M)

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

14% more funds holding

Funds holding: 3540 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
12
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$98.7M +$103K +4,189 New
BFA
2
BlackRock Fund Advisors
California
$39M +$3.63M +147,888 +10%
Invesco
3
Invesco
Georgia
$35.1M +$1.2M +48,937 +4%
ACI
4
AB CarVal Investors
Minnesota
$17.9M -$16.7M -681,094 -48%
MAA
5
Managed Account Advisors
New Jersey
$8.18M +$2.68M +109,281 +49%
CS
6
Credit Suisse
Switzerland
$7.38M +$2.16M +88,044 +42%
Principal Financial Group
7
Principal Financial Group
Iowa
$7.34M -$165K -6,706 -2%
First Trust Advisors
8
First Trust Advisors
Illinois
$6.19M +$2.91M +118,625 +90%
MCC
9
Mid Continent Capital
Illinois
$3.11M -$5.53K -225 -0.2%
EC
10
EJF Capital
Virginia
$2.48M -$3.02M -122,868 -55%
SAMC
11
Spectrum Asset Management (Connecticut)
Connecticut
$1.88M -$23.4K -954 -1%
DIA
12
Denver Investment Advisors
Colorado
$1.49M +$1.47M +60,000 New
JP Morgan Chase
13
JP Morgan Chase
New York
$1.45M
Wells Fargo
14
Wells Fargo
California
$1.44M +$519K +21,123 +57%
LPL Financial
15
LPL Financial
California
$1.17M +$58.6K +2,387 +5%
TCA
16
Taconic Capital Advisors
New York
$953K
Bank of America
17
Bank of America
North Carolina
$580K -$77.7K -3,164 -12%
Morgan Stanley
18
Morgan Stanley
New York
$562K +$309K +12,593 +125%
HighTower Advisors
19
HighTower Advisors
Illinois
$481K
DI
20
Dalton Investments
Nevada
$478K
UBS Group
21
UBS Group
Switzerland
$441K +$438K +17,823 New
ICOA
22
Investment Centers of America
North Dakota
$440K -$109K -4,430 -20%
Deutsche Bank
23
Deutsche Bank
Germany
$423K +$115K +4,690 +38%
Stifel Financial
24
Stifel Financial
Missouri
$282K +$280K +11,410 New
PPA
25
Parametric Portfolio Associates
Washington
$275K +$7.96K +324 +3%

RBS.PRN Hedge Fund Activity: Q4 2014 in Review

40 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK) (RBS.PRN) for Q4 2014, worth a combined $239M — up 66% from $144M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RBS.PRN positions and 4 closed out — a net gain of 6 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.63M. The largest seller was AB CarVal Investors, cutting an estimated $16.7M.

  • 40 institutional investors held ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK) (RBS.PRN) as of Q4 2014, up from 35 in Q3 2014.
  • Funds reported $239M of ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK) stock for Q4 2014, up 66% quarter-over-quarter.
  • 10 funds opened new ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK) positions in Q4 2014 and 4 closed out, a net change of +6 holders.
  • The largest ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK) buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $3.63M added.
  • The largest ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK) seller in Q4 2014 was AB CarVal Investors, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2014.