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WHZ

WHITING USA TR II TR UNIT (DE)
WHZ

Delisted

WHZ was delisted on the 5th of January, 2016.

33 hedge funds and large institutions have $24.1M invested in WHITING USA TR II TR UNIT (DE) in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

18% more funds holding

Funds holding: 2833 (+5)

17% less capital invested

Capital invested by funds: $28.9M → $24.1M (-$4.78M)

97% less call options, than puts

Call options by funds: $124K | Put options by funds: $3.95M

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
7
Closed
3
Calls
$124K
Puts
$3.95M
Net Calls
-$3.83M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.8M +$1.13M +87,506 +30%
KACA
2
Kayne Anderson Capital Advisors
California
$3.53M -$5.15M -398,537 -59%
LCM
3
Lucas Capital Management
New Jersey
$2.83M +$709K +54,908 +33%
HNB
4
Huntington National Bank
Ohio
$2.45M
NIMC
5
NWQ Investment Management Company
California
$1.49M +$1.51M +116,723 New
TAM
6
Trust Asset Management
Texas
$1.29M -$2.22M -171,791 -63%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.22M +$983K +76,082 +381%
ANTB
8
AMG National Trust Bank
Colorado
$1.21M -$15.5K -1,199 -1%
AIA
9
Arrow Investment Advisors
Maryland
$953K +$235K +18,216 +32%
ICAS
10
Investors Capital Advisory Services
Massachusetts
$655K +$241K +18,666 +57%
PG
11
PEAK6 Group
Illinois
$563K +$439K +33,996 +330%
TC
12
TFS Capital
Pennsylvania
$479K +$93.4K +7,231 +24%
RJA
13
Raymond James & Associates
Florida
$449K -$45.2K -3,501 -9%
Jane Street
14
Jane Street
New York
$392K +$399K +30,844 New
CAM
15
Congress Asset Management
Massachusetts
$254K
CAM
16
CG Asset Management
New York
$235K +$239K +18,500 New
SWP
17
Stratos Wealth Partners
Ohio
$224K +$227K +17,600 New
TI
18
Turner Investments
Pennsylvania
$142K +$145K +11,200 New
Bank of America
19
Bank of America
North Carolina
$140K
Millennium Management
20
Millennium Management
New York
$135K +$137K +10,632 New
WA
21
Whitebox Advisors
Minnesota
$130K +$132K +10,200 New
Citadel Advisors
22
Citadel Advisors
Florida
$120K -$16K -1,237 -12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$103K -$70.7K -5,470 -40%
Barclays
24
Barclays
United Kingdom
$67K +$70.6K +5,461 +3,929%
U
25
UBS
Switzerland
$60K +$5.04K +390 +9%

WHZ Hedge Fund Activity: Q2 2014 in Review

33 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WHITING USA TR II TR UNIT (DE) (WHZ) for Q2 2014, worth a combined $24.1M — down 17% from $28.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WHZ positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $1.51M. The largest seller was Kayne Anderson Capital Advisors, cutting an estimated $5.15M.

  • 33 institutional investors held WHITING USA TR II TR UNIT (DE) (WHZ) as of Q2 2014, up from 28 in Q1 2014.
  • Funds reported $24.1M of WHITING USA TR II TR UNIT (DE) stock for Q2 2014, down 17% quarter-over-quarter.
  • 8 funds opened new WHITING USA TR II TR UNIT (DE) positions in Q2 2014 and 3 closed out, a net change of +5 holders.
  • The largest WHITING USA TR II TR UNIT (DE) buyer in Q2 2014 was NWQ Investment Management Company, an estimated $1.51M added.
  • The largest WHITING USA TR II TR UNIT (DE) seller in Q2 2014 was Kayne Anderson Capital Advisors, an estimated $5.15M sold.

Based on aggregated 13F filings for Q2 2014.