Wellington Management Clo 2 Ltd - Collateralized Loan Obligation CLO Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q3 2025

Type / Class
Debt / Collateralized Loan Obligation CLO
Market price (% of par)
102.61%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$1,510,000
Total reported market value
$1,549,358
Principal change
$0
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 1 institutional investors reported holding $1,510,000 in principal (par value) of Wellington Management Clo 2 Ltd - Collateralized Loan Obligation CLO.

Institutional Holders of Wellington Management Clo 2 Ltd - Collateralized Loan Obligation CLO across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q3 $1,510,000 $1,549,358 102.61% 1
2025 Q2 $1,510,000 $1,533,335 +$517,881 101.55% 1
2025 Q1 $1,000,000 $1,004,869 100.49% 1
2024 Q4 $1,000,000 $1,044,646 104.46% 1
2024 Q3 $1,000,000 $1,032,394 103.24% 1
2024 Q2 $1,000,000 $1,019,491 101.95% 1
2024 Q1 $1,000,000 $1,002,668 +$1,002,668 100.27% 1