PIMCO Active Bond Exchange-Traded Fund
BOND
201 hedge funds and large institutions have $1.08B invested in PIMCO Active Bond Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 31 closing their positions.
1,246% more call options, than puts
Call options by funds: $8.17M | Put options by funds: $607K
39% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 31
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
6% more funds holding
Funds holding: 190 → 201 (+11)
1.96% more ownership
Funds ownership: 28.33% → 30.29% (+2%)
4% less capital invested
Capital invested by funds: $1.13B → $1.08B (-$49M)
23% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.99M |
| 3 |
IAS
INR Advisory Services
Media,
Pennsylvania
|
+$5.44M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$4.81M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$23.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$22.6M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$20.7M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$15.7M |
| 5 |
Citigroup
New York
|
-$9.89M |
BOND Hedge Fund Activity: Q4 2013 in Review
201 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2013, worth a combined $1.08B — down 4.3% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BOND positions and 31 closed out — a net gain of 12 holders — while 57 added to existing stakes and 74 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $10.2M. The largest seller was Freedom Investment Management, cutting an estimated $23.7M.
- 201 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2013, up from 190 in Q3 2013.
- Funds reported $1.08B of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2013, down 4.3% quarter-over-quarter.
- 43 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2013 and 31 closed out, a net change of +12 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2013 was Envestnet Asset Management, an estimated $10.2M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2013 was Freedom Investment Management, an estimated $23.7M sold.
Based on aggregated 13F filings for Q4 2013.