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TAI

TRANSAMERICA INCOME SHS INC
TAI

Delisted

TAI was delisted on the 27th of November, 2015.

28 hedge funds and large institutions have $37.3M invested in TRANSAMERICA INCOME SHS INC in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

9% more capital invested

Capital invested by funds: $34.3M → $37.3M (+$3.07M)

3% less funds holding

Funds holding: 2928 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$18.9M +$2.13M +102,850 +12%
Wells Fargo
2
Wells Fargo
California
$6M +$575K +27,729 +10%
KIM
3
Karpus Investment Management
New York
$3.18M +$2.26M +108,893 +232%
SIA
4
Sit Investment Associates
Minnesota
$1.91M -$396K -19,126 -17%
GC
5
Guggenheim Capital
Illinois
$1.81M -$317K -15,311 -15%
AQR Capital Management
6
AQR Capital Management
Connecticut
$900K +$102K +4,942 +13%
GIP
7
Granite Investment Partners
California
$683K +$62.2K +3,000 +10%
DA
8
Doliver Advisors
Texas
$629K +$397K +19,165 +164%
SCM
9
Saba Capital Management
New York
$538K -$99.3K -4,789 -15%
Morgan Stanley
10
Morgan Stanley
New York
$439K +$42K +2,027 +10%
U
11
UBS
Switzerland
$347K -$145K -6,992 -29%
SMC
12
Smith, Moore & Co
Missouri
$329K +$63.2K +3,050 +23%
ST
13
Sentinel Trust
Texas
$304K
SCM
14
Sterneck Capital Management
Missouri
$278K -$6.22K -300 -2%
LPL Financial
15
LPL Financial
California
$253K +$14.7K +710 +6%
LCM
16
Landscape Capital Management
New Jersey
$243K +$34K +1,639 +16%
WAM
17
Wolverine Asset Management
Illinois
$232K +$197K +9,502 +497%
Bank of America
18
Bank of America
North Carolina
$146K +$114K +5,500 +330%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$145K +$16.6K +800 +13%
Citigroup
20
Citigroup
New York
$26K +$26.7K +1,290 New
FWM
21
Focused Wealth Management
New York
$22K
NES
22
New England Securities
New York
$11K
DADC
23
D.A. Davidson & Co
Montana
$9K
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$9K
US Bancorp
25
US Bancorp
Minnesota
$8K +$8.29K +400 New

TAI Hedge Fund Activity: Q3 2014 in Review

28 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in TRANSAMERICA INCOME SHS INC (TAI) for Q3 2014, worth a combined $37.3M — up 9% from $34.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TAI and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 13 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.26M. The largest seller was Sit Investment Associates, cutting an estimated $396K.

  • 28 institutional investors held TRANSAMERICA INCOME SHS INC (TAI) as of Q3 2014, down from 29 in Q2 2014.
  • Funds reported $37.3M of TRANSAMERICA INCOME SHS INC stock for Q3 2014, up 9% quarter-over-quarter.
  • 3 funds opened new TRANSAMERICA INCOME SHS INC positions in Q3 2014 and 4 closed out, a net change of -1 holder.
  • The largest TRANSAMERICA INCOME SHS INC buyer in Q3 2014 was Karpus Investment Management, an estimated $2.26M added.
  • The largest TRANSAMERICA INCOME SHS INC seller in Q3 2014 was Sit Investment Associates, an estimated $396K sold.

Based on aggregated 13F filings for Q3 2014.