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TAI

TRANSAMERICA INCOME SHS INC
TAI

Delisted

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

25 hedge funds and large institutions have $46.4M invested in TRANSAMERICA INCOME SHS INC in 2015 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $43.1M → $46.4M (+$3.27M)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

7% less funds holding

Funds holding: 2725 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$18.5M
Wells Fargo
2
Wells Fargo
California
$9.65M +$2.72M +134,547 +38%
KIM
3
Karpus Investment Management
New York
$7.85M +$2.3M +114,061 +41%
SIA
4
Sit Investment Associates
Minnesota
$5.88M +$74K +3,660 +1%
AA
5
AQR Arbitrage
Connecticut
$950K -$2.02K -100 -0.2%
GIP
6
Granite Investment Partners
California
$671K
GC
7
Guggenheim Capital
Illinois
$664K -$460K -22,790 -41%
LCM
8
Landscape Capital Management
New Jersey
$519K +$263K +13,007 +99%
LPL Financial
9
LPL Financial
California
$322K +$111K +5,516 +52%
Morgan Stanley
10
Morgan Stanley
New York
$288K -$67.7K -3,352 -19%
UBS Group
11
UBS Group
Switzerland
$274K -$8.53K -422 -3%
YMRC
12
Yorktown Management & Research Company
Virginia
$269K +$60.6K +3,000 +29%
SCM
13
Sterneck Capital Management
Missouri
$228K -$18.2K -900 -7%
GWA
14
Genesis Wealth Advisors
Massachusetts
$91.8K -$8.93K -442 -9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$90K -$20.2K -1,000 -18%
Bank of America
16
Bank of America
North Carolina
$87K
Citigroup
17
Citigroup
New York
$20K +$5.76K +285 +39%
AF
18
Allworth Financial
California
$15K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$12K
FWM
20
Focused Wealth Management
New York
$11K
MFS
21
MSI Financial Services
Massachusetts
$11K
DADC
22
D.A. Davidson & Co
Montana
$9K
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$9K
PSUF
24
People's United Financial
Connecticut
$4K
AIG
25
American International Group
New York
$1.33K

TAI Hedge Fund Activity: Q2 2015 in Review

25 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in TRANSAMERICA INCOME SHS INC (TAI) for Q2 2015, worth a combined $46.4M — up 7.6% from $43.1M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of TAI and 0 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Wells Fargo, adding an estimated $2.72M. The largest seller was Guggenheim Capital, cutting an estimated $460K.

  • 25 institutional investors held TRANSAMERICA INCOME SHS INC (TAI) as of Q2 2015, down from 27 in Q1 2015.
  • Funds reported $46.4M of TRANSAMERICA INCOME SHS INC stock for Q2 2015, up 7.6% quarter-over-quarter.
  • 0 funds opened new TRANSAMERICA INCOME SHS INC positions in Q2 2015 and 2 closed out, a net change of -2 holders.
  • The largest TRANSAMERICA INCOME SHS INC buyer in Q2 2015 was Wells Fargo, an estimated $2.72M added.
  • The largest TRANSAMERICA INCOME SHS INC seller in Q2 2015 was Guggenheim Capital, an estimated $460K sold.

Based on aggregated 13F filings for Q2 2015.