PIMCO Active Bond Exchange-Traded Fund
BOND
203 hedge funds and large institutions have $1.11B invested in PIMCO Active Bond Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 59 reducing their positions, and 19 closing their positions.
2,113% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $480K
47% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 59
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
2.31% more ownership
Funds ownership: 30.29% → 32.59% (+2.3%)
4% more capital invested
Capital invested by funds: $1.07B → $1.11B (+$40.6M)
1% more funds holding
Funds holding: 201 → 203 (+2)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.3M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$19.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.3M |
| 4 |
NIM
Northeast Investment Management
Boston,
Massachusetts
|
+$11.4M |
| 5 |
Jane Street
New York
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAS
INR Advisory Services
Media,
Pennsylvania
|
-$47.3M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$10.8M |
| 3 |
Goldman Sachs
New York
|
-$9.15M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.92M |
| 5 |
Morgan Stanley
New York
|
-$5.33M |
BOND Hedge Fund Activity: Q1 2014 in Review
203 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2014, worth a combined $1.11B — up 3.8% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BOND positions and 19 closed out — a net gain of 2 holders — while 87 added to existing stakes and 59 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $22.3M. The largest seller was INR Advisory Services, cutting an estimated $47.3M.
- 203 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2014, up from 201 in Q4 2013.
- Funds reported $1.11B of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2014, up 3.8% quarter-over-quarter.
- 21 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2014 and 19 closed out, a net change of +2 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2014 was Fidelity Investments, an estimated $22.3M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2014 was INR Advisory Services, an estimated $47.3M sold.
Based on aggregated 13F filings for Q1 2014.