Whiting USA Trust II (NYSE:WHZ)

12.21
Data as of Sep 30
 0.00 / 0.00%
Today’s Change
11.13
Today|||52-Week Range
14.48
-7.29%
Year-to-Date
There is significant interest inWHZ by institutional investors. The 11.14% of outstanding shares they control represents a greater percentage of ownership than at any other company in the Oil & Gas Production industry. Additionally, during the quarter ended June 2014, these large investors purchased a net $330.8 thousand shares.
Other institutional6.14%
Mutual fund holders5.00%
Individual stakeholders--

Largest Quarterly Institutional
Transactions

Chart unavailable

Latest Institutional Activity

Top 10 Owners of Whiting USA Trust II

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Morgan Stanley Investment Managem...1.80%331,1694,083,314+81,169+32.47%
Kayne Anderson Capital Advisors L...1.51%277,5203,421,822-398,537-58.95%
Lucas Capital Management LLC1.21%222,6292,745,016+54,908+32.74%
Huntington Asset Advisors, Inc.1.05%192,4422,372,81000.00%
Cambria Investment Management, In...0.85%157,0941,936,969+3,441+2.24%
NWQ Investment Management Co. LLC0.63%116,7231,439,195+116,723--
Trust Asset Management LLC0.55%101,3351,249,461-171,791-62.90%
Susquehanna Financial Group LLLP0.52%96,0441,184,223+76,082+381.13%
AMG National Trust Bank0.52%94,7321,168,046-1,199-1.25%
Arrow Investment Advisors LLC0.41%74,900923,517+18,216+32.14%

Top 10 Mutual Funds Holding Whiting USA Trust II

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Kayne Anderson Energy Total Retur...1.94%357,7164,410,638-220,416-38.13%
Nuveen Preferred Income Opportuni...1.02%188,5302,324,575+188,530--
Cambria Shareholder Yield ETF0.85%157,0941,936,969+3,441+2.24%
Arrow Dow Jones Global Yield ETF0.35%63,768786,259+15,042+30.87%
Nuveen Flexible Investment Income...0.32%58,282718,617+58,282--
Nuveen NWQ Flexible Income Fund0.25%45,701563,493+29,789+187.21%
Camelot Premium Return Fund0.11%20,800256,46400.00%
TFS Market Neutral Fund0.10%18,476227,809-47,068-71.81%
Sterling Capital Long/Short Equit...0.03%6,17176,088+6,171--
Camelot Excalibur Small Cap Incom...0.02%3,50043,155+3,500--

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