PIMCO Active Bond Exchange-Traded Fund
BOND
177 hedge funds and large institutions have $849M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
29% more capital invested
Capital invested by funds: $658M → $849M (+$190M)
19% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 53
7% more funds holding
Funds holding: 166 → 177 (+11)
5.32% more ownership
Funds ownership: 26.15% → 31.47% (+5.3%)
63% less call options, than puts
Call options by funds: $297K | Put options by funds: $804K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$52M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$50.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.1M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
+$20.9M |
| 5 |
Morgan Stanley
New York
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$14.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.88M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$7.4M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$1.75M |
BOND Hedge Fund Activity: Q1 2015 in Review
177 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2015, worth a combined $849M — up 29% from $658M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BOND positions and 15 closed out — a net gain of 14 holders — while 63 added to existing stakes and 53 trimmed.
The largest buyer was Janney Capital Management, opening a new position worth an estimated $52M. The largest seller was WBI Investments, exiting entirely with an estimated $14.7M sold.
- 177 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2015, up from 166 in Q4 2014.
- Funds reported $849M of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2015, up 29% quarter-over-quarter.
- 29 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2015 and 15 closed out, a net change of +14 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2015 was Janney Capital Management, an estimated $52M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2015 was WBI Investments, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2015.