United States Cellular Corp. 6.95% Senior Notes due 2060
UZA
UZA was delisted on the 31st of August, 2021.
8 hedge funds and large institutions have $5.16M invested in United States Cellular Corp. 6.95% Senior Notes due 2060 in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
69% more capital invested
Capital invested by funds: $3.04M → $5.16M (+$2.11M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
14% more funds holding
Funds holding: 7 → 8 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$905K |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$622K |
| 3 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
+$494K |
| 4 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$72.7K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNB
City National Bank
Beverly Hills,
California
|
-$358K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$42K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $1.88M | +$905K | +36,634 | +98% |
|
|
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $869K | +$72.7K | +2,943 | +9% |
|
|
MPWT
3
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $785K | +$622K | +25,175 | +436% |
|
|
SOAMC
4
Spirit of America Management Corp
Syosset,
New York
| $508K | +$494K | +19,992 | New |
|
|
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $385K | +$12K | +484 | +3% |
|
|
CNB
6
City National Bank
Beverly Hills,
California
| $379K | -$358K | -14,510 | -49% |
|
|
KIA
7
KCM Investment Advisors
Greenbrae,
California
| $328K | -$42K | -1,700 | -12% |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| $27K | -$2.96K | -120 | -10% |
|
UZA Hedge Fund Activity: Q1 2014 in Review
8 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in United States Cellular Corp. 6.95% Senior Notes due 2060 (UZA) for Q1 2014, worth a combined $5.16M — up 69% from $3.04M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new UZA positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Roosevelt Investment Group, adding an estimated $905K. The largest seller was City National Bank, cutting an estimated $358K.
- 8 institutional investors held United States Cellular Corp. 6.95% Senior Notes due 2060 (UZA) as of Q1 2014, up from 7 in Q4 2013.
- Funds reported $5.16M of United States Cellular Corp. 6.95% Senior Notes due 2060 stock for Q1 2014, up 69% quarter-over-quarter.
- 1 fund opened new United States Cellular Corp. 6.95% Senior Notes due 2060 positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest United States Cellular Corp. 6.95% Senior Notes due 2060 buyer in Q1 2014 was Roosevelt Investment Group, an estimated $905K added.
- The largest United States Cellular Corp. 6.95% Senior Notes due 2060 seller in Q1 2014 was City National Bank, an estimated $358K sold.
Based on aggregated 13F filings for Q1 2014.