PIMCO Active Bond Exchange-Traded Fund
BOND
184 hedge funds and large institutions have $876M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
20% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 54
8% more funds holding
Funds holding: 171 → 184 (+13)
7% more capital invested
Capital invested by funds: $816M → $876M (+$59.3M)
2.27% more ownership
Funds ownership: 31.26% → 33.52% (+2.3%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$34M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$28.7M |
| 3 |
RMC
Regis Management Company
Menlo Park,
California
|
+$17.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.2M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$9.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$19.7M |
| 2 |
JP Morgan Chase
New York
|
-$16M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.65M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$7.94M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$4.96M |
BOND Hedge Fund Activity: Q4 2015 in Review
184 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2015, worth a combined $876M — up 7.3% from $816M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BOND positions and 17 closed out — a net gain of 16 holders — while 65 added to existing stakes and 54 trimmed.
The largest buyer was LPL Financial, adding an estimated $34M. The largest seller was Horizon Investments, exiting entirely with an estimated $19.7M sold.
- 184 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2015, up from 171 in Q3 2015.
- Funds reported $876M of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2015, up 7.3% quarter-over-quarter.
- 33 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2015 and 17 closed out, a net change of +16 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2015 was LPL Financial, an estimated $34M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2015 was Horizon Investments, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2015.