PIMCO Active Bond Exchange-Traded Fund
BOND
190 hedge funds and large institutions have $1.12B invested in PIMCO Active Bond Exchange-Traded Fund in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 17 closing their positions.
670% more call options, than puts
Call options by funds: $4.89M | Put options by funds: $635K
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
4% more funds holding
Funds holding: 183 → 190 (+7)
0.02% less ownership
Funds ownership: 28.35% → 28.33% (-0.02%)
12% less capital invested
Capital invested by funds: $1.28B → $1.12B (-$158M)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
21% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.38M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.09M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$4.73M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$38.9M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$15.4M |
| 3 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
-$13.4M |
| 4 |
Jane Street
New York
|
-$13.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$12.3M |
BOND Hedge Fund Activity: Q3 2013 in Review
190 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2013, worth a combined $1.12B — down 12% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BOND positions and 17 closed out — a net gain of 9 holders — while 62 added to existing stakes and 78 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $10.1M. The largest seller was Morgan Stanley, cutting an estimated $38.9M.
- 190 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2013, up from 183 in Q2 2013.
- Funds reported $1.12B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2013, down 12% quarter-over-quarter.
- 26 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2013 and 17 closed out, a net change of +9 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2013 was Fidelity Investments, an estimated $10.1M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2013 was Morgan Stanley, an estimated $38.9M sold.
Based on aggregated 13F filings for Q3 2013.