We are live on ! Find out more
TRND

ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS

Delisted

TRND was delisted on the 6th of July, 2015.

26 hedge funds and large institutions have $87M invested in ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 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

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

19% more capital invested

Capital invested by funds: $73.1M → $87M (+$13.8M)

18% more funds holding

Funds holding: 2226 (+4)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$21.8M +$21.3M +549,396 New
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$19.6M +$10.8M +277,346 +129%
Wells Fargo
3
Wells Fargo
California
$14.1M +$410K +10,552 +3%
PAG
4
Private Advisor Group
New Jersey
$7.27M -$1.28M -32,819 -15%
LPL Financial
5
LPL Financial
California
$5.21M +$390K +10,024 +8%
AIG
6
American International Group
New York
$4.21M +$1.17M +30,234 +40%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.79M +$1.51M +38,913 +69%
Ameriprise
8
Ameriprise
Minnesota
$3.04M +$1.71M +44,099 +136%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.67M -$103K -2,651 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.5M +$99.8K +2,568 +7%
Stifel Financial
11
Stifel Financial
Missouri
$748K +$1.71K +44 +0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$725K +$91.1K +2,345 +15%
FAAS
13
First Allied Advisory Services
California
$356K +$347K +8,942 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$333K +$62.4K +1,605 +24%
SPC
15
Sigma Planning Corp
Michigan
$283K +$277K +7,131 New
CA
16
Cetera Advisors
Colorado
$246K
HighTower Advisors
17
HighTower Advisors
Illinois
$244K -$51.9K -1,335 -18%
UR
18
USCA RIA
Texas
$238K -$153K -3,948 -40%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$209K +$125K +3,226 +159%
Deutsche Bank
20
Deutsche Bank
Germany
$121K
WA
21
WFG Advisors
Texas
$117K -$209K -5,380 -65%
JFGIW
22
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K +$58.3K +1,500 New
RAM
23
Riggs Asset Management
Pennsylvania
$46K +$45.5K +1,170 New
Bank of America
24
Bank of America
North Carolina
$10K +$9.52K +245 New
Morgan Stanley
25
Morgan Stanley
New York
$2K

TRND Hedge Fund Activity: Q4 2014 in Review

26 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS (TRND) for Q4 2014, worth a combined $87M — up 19% from $73.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TRND positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $10.8M. The largest seller was Private Advisor Group, cutting an estimated $1.28M.

  • 26 institutional investors held ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS (TRND) as of Q4 2014, up from 22 in Q3 2014.
  • Funds reported $87M of ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS stock for Q4 2014, up 19% quarter-over-quarter.
  • 7 funds opened new ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS positions in Q4 2014 and 1 closed out, a net change of +6 holders.
  • The largest ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS buyer in Q4 2014 was Bank of Montreal, an estimated $10.8M added.
  • The largest ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS seller in Q4 2014 was Private Advisor Group, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2014.