Q1 2014 13F Holders as of 31 Mar 2014
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Type / Class
-
Equity / TR UNIT
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Number of holders
-
30
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Total 13F shares, excl. options
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2.16M
-
Shares change
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-330K
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Total reported value, excl. options
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$31.4M
-
Value change
-
-$4.81M
-
Number of buys
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10
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Number of sells
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-17
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Price
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$14.56
Significant Holders of VOC Energy Trust - TR UNIT (VOC) as of Q1 2014
39 filings reported holding VOC - VOC Energy Trust - TR UNIT as of Q1 2014.
VOC Energy Trust - TR UNIT (VOC) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.16M shares
.
Largest 10 shareholders include KAYNE ANDERSON CAPITAL ADVISORS LP (1.24M shares), UBS AG (189K shares), MORGAN STANLEY (143K shares), LUCAS CAPITAL MANAGEMENT (138K shares), AMG National Trust Bank (80.4K shares), ROYAL BANK OF CANADA (50.2K shares), JPMORGAN CHASE & CO (43.6K shares), BlackRock Institutional Trust Company, N.A. (36.1K shares), HighTower Advisors, LLC (31.9K shares), and RENAISSANCE TECHNOLOGIES LLC (27.2K shares).
This table shows the top 30 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.