Whiting USA Trust II (NYSE:WHZ)

Data as of 4:04pm ET
 +0.21 / +1.77%
Today’s Change
Today|||52-Week Range
There is significant interest inWHZ by institutional investors. The 11.15% 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 March 2014, these large investors purchased a net $326.6 thousand shares.
Other institutional6.60%
Mutual fund holders4.56%
Individual stakeholders--

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014NWQ INVESTMENT MANAGEMENT CO. LL...  Bought 116.7 Thousand shares of Whiting USA Trust II
6/30/2014MORGAN STANLEY INVESTMENT MANAGE...  Bought 81.2 Thousand shares of Whiting USA Trust II
6/30/2014SUSQUEHANNA FINANCIAL GROUP LLLP  Bought 76.1 Thousand shares of Whiting USA Trust II

Top 10 Owners of Whiting USA Trust II

Total value ($)Shares
bought / sold
Morgan Stanley Investment Managem...1.80%331,1694,331,691+81,169+32.47%
Kayne Anderson Capital Advisors L...1.51%277,5203,629,962-398,537-58.95%
Lucas Capital Management LLC1.21%222,6292,911,987+54,908+32.74%
Huntington Asset Advisors, Inc.1.05%192,4422,517,14100.00%
Cambria Investment Management, In...0.85%157,0942,054,790+3,441+2.24%
NWQ Investment Management Co. LLC0.63%116,7231,526,737+116,723--
Trust Asset Management LLC0.55%101,3351,325,462-171,791-62.90%
Susquehanna Financial Group LLLP0.52%96,0441,256,256+76,082+381.13%
AMG National Trust Bank0.52%94,7321,239,095-1,199-1.25%
Arrow Investment Advisors LLC0.41%74,900979,692+18,216+32.14%

Top 10 Mutual Funds Holding Whiting USA Trust II

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Kayne Anderson Energy Total Retur...3.14%578,1327,561,967+40+0.01%
Cambria Shareholder Yield ETF0.85%157,0942,054,790+3,441+2.24%
Arrow Dow Jones Global Yield ETF0.35%63,768834,085+15,042+30.87%
Camelot Premium Return Fund0.11%20,800272,06400.00%
TFS Market Neutral Fund0.10%18,476241,666-47,068-71.81%
Transamerica MLP & Energy Income ...0.00%00-97,937-100.00%
Sterling Capital Long/Short Equit...0.00%00-10,900-100.00%

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