Whiting USA Trust II (NYSE:WHZ)

13.03
Data as of Jul 29
 +0.03 / +0.23%
Today’s Change
11.13
Today|||52-Week Range
14.48
-1.06%
Year-to-Date
Institutional investors control 13.05% of the outstanding shares in WHZ. This represents a greater percentage of ownership than at almost any other company in the Oil & Gas Production industry. Additionally, during the quarter ended March 2014, these large investors purchased a net $83.9 thousand shares.
Other institutional8.51%
Mutual fund holders4.54%
Individual stakeholders--

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014STRATOS WEALTH PARTNERS LTD.  Bought 17.6 Thousand shares of Whiting USA Trust II
6/30/2014TFS CAPITAL LLC  Bought 7.2 Thousand shares of Whiting USA Trust II
6/30/2014WUNDERLICH SECURITIES, INC. (INV...  Sold 2.8 Thousand shares of Whiting USA Trust II

Top 10 Owners of Whiting USA Trust II

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Kayne Anderson Capital Advisors L...3.67%676,0578,599,445-10,000-1.46%
Trust Asset Management LLC1.48%273,1263,474,163+273,126--
Morgan Stanley Investment Managem...1.36%250,0003,180,000+250,000--
BOKF, NA1.27%234,0262,976,811+14,959+6.83%
Huntington Asset Advisors, Inc.1.05%192,4422,447,86200.00%
Lucas Capital Management LLC0.91%167,7212,133,411-539,987-76.30%
Cambria Investment Management, In...0.84%153,6531,954,466+153,653--
AMG National Trust Bank0.52%95,9311,220,242+968+1.02%
Arrow Investment Advisors LLC0.31%56,684721,020+10,940+23.92%
Raymond James & Associates, Inc. ...0.21%38,819493,778-750-1.90%

Top 10 Mutual Funds Holding Whiting USA Trust II

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Kayne Anderson Energy Total Retur...3.14%578,0927,353,330+3+0.00%
Cambria Shareholder Yield ETF0.84%153,6531,954,466+153,653--
Arrow Dow Jones Global Yield ETF0.35%63,768811,129+15,042+30.87%
Camelot Premium Return Fund0.11%20,800264,57600.00%
TFS Market Neutral Fund0.10%18,476235,015-47,068-71.81%
Sterling Capital Long/Short Equit...0.00%00-10,900-100.00%
Transamerica MLP & Energy Income ...0.00%00-97,937-100.00%

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