Which funds bought or sold undefined recently?
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| SPRING CREEK CAPITAL LLC | 3,339,640 | 66,759,000 | 2.64% |
| Parametric Portfolio Associates LLC | 2,096,510 | 41,909,000 | 0.02% |
| QS Investors, LLC | 342,506 | 5,871,000 | 0.07% |
| Amalgamated Financial Corp. | 140,263 | 2,804,000 | 0.02% |
| Ferris Capital, LLC | 78,183 | 1,563,000 | 0.36% |
| PICTET ASSET MANAGEMENT LTD | 54,000 | 926,000 | - |
| Optimal Asset Management, Inc. | 35,072 | 613,000 | 0.08% |
| BAR HARBOR TRUST SERVICES | 29,271 | 585,000 | 0.18% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 24,200 | 423,000 | 0.03% |
| MRJ CAPITAL INC | 22,010 | 392,000 | 0.23% |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| SPRING CREEK CAPITAL LLC | 66,759,000 | 2.64% |
| Ferris Capital, LLC | 1,563,000 | 0.36% |
| MRJ CAPITAL INC | 392,000 | 0.23% |
| BAR HARBOR TRUST SERVICES | 585,000 | 0.18% |
| Optimal Asset Management, Inc. | 613,000 | 0.08% |
| QS Investors, LLC | 5,871,000 | 0.07% |
| World Asset Management Inc | 296,000 | 0.03% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 423,000 | 0.03% |
| Parametric Portfolio Associates LLC | 41,909,000 | 0.02% |
| Amalgamated Financial Corp. | 2,804,000 | 0.02% |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| Amalgamated Financial Corp. | 2,804,000 |
Additions
| Fund Name | % Increased |
|---|---|
| SPRING CREEK CAPITAL LLC | 217 |
| Berman Capital Advisors, LLC | 15.21 |
| NEXT Financial Group, Inc | 12.31 |
| QS Investors, LLC | 1.56 |
| World Asset Management Inc | 0.77 |
| Parametric Portfolio Associates LLC | 0.12 |
| Optimal Asset Management, Inc. | 0.09 |
Reductions
| Fund Name | % Reduced |
|---|---|
| BEL AIR INVESTMENT ADVISORS LLC | -32.55 |
| PICTET ASSET MANAGEMENT LTD | -20.91 |
| BBVA USA | -6.9 |
| MRJ CAPITAL INC | -4.35 |
| BAR HARBOR TRUST SERVICES | -1.68 |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | -0.82 |
Sold off
| Fund Name | $ Sold |
|---|---|
| IndexIQ Advisors LLC | -20,713,000 |
| ADVISOR PARTNERS LLC | -1,796,000 |
| Private Capital Group, LLC | -891,000 |
| Altium Wealth Management LLC | -725,000 |
| SPHINX TRADING, LP | -521,000 |
| Fieldpoint Private Securities, LLC | -4,000 |
| Freedman Financial Associates, Inc. | -3,000 |