PIMCO Active Bond Exchange-Traded Fund
BOND
166 hedge funds and large institutions have $623M invested in PIMCO Active Bond Exchange-Traded Fund in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 71 reducing their positions, and 41 closing their positions.
8% less funds holding
Funds holding: 181 → 166 (-15)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
29% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 41
39% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 71
49% less call options, than puts
Call options by funds: $375K | Put options by funds: $740K
80% less capital inflows, than outflows
Capital inflows: $82.8M | Capital outflows: $419M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$10.9M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$6.24M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.3M |
| 4 |
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
+$2.52M |
| 5 |
Freedom Investment Management
Hartford,
Connecticut
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$68.6M |
| 2 |
Citigroup
New York
|
-$62.5M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$33M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$31.3M |
| 5 |
Morgan Stanley
New York
|
-$30M |
BOND Hedge Fund Activity: Q4 2014 in Review
166 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2014, worth a combined $623M — down 39% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of BOND and 29 opened new positions — a net loss of 12 holders — while 71 trimmed existing stakes and 43 added.
The largest buyer was Susquehanna International Group, adding an estimated $10.9M. The largest seller was Envestnet Asset Management, cutting an estimated $68.6M.
- 166 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2014, down from 181 in Q3 2014.
- Funds reported $623M of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2014, down 39% quarter-over-quarter.
- 29 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2014 and 41 closed out, a net change of -12 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2014 was Susquehanna International Group, an estimated $10.9M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2014 was Envestnet Asset Management, an estimated $68.6M sold.
Based on aggregated 13F filings for Q4 2014.