PIMCO Active Bond Exchange-Traded Fund
BOND
171 hedge funds and large institutions have $816M invested in PIMCO Active Bond Exchange-Traded Fund in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 18 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
15% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 53
14% more capital invested
Capital invested by funds: $717M → $816M (+$99.7M)
2.61% more ownership
Funds ownership: 28.64% → 31.26% (+2.6%)
1% less call options, than puts
Call options by funds: $1.81M | Put options by funds: $1.82M
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
2% less funds holding
Funds holding: 175 → 171 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$41.7M |
| 2 |
JP Morgan Chase
New York
|
+$31.9M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$28.9M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$10.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$19.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$17.9M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$10.4M |
| 4 |
Morgan Stanley
New York
|
-$9.73M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$2.65M |
BOND Hedge Fund Activity: Q3 2015 in Review
171 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2015, worth a combined $816M — up 14% from $717M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of BOND and 17 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 61 added.
The largest buyer was Bank of America, adding an estimated $41.7M. The largest seller was FundX Investment Group, exiting entirely with an estimated $19.1M sold.
- 171 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2015, down from 175 in Q2 2015.
- Funds reported $816M of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2015, up 14% quarter-over-quarter.
- 17 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2015 and 18 closed out, a net change of -1 holder.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2015 was Bank of America, an estimated $41.7M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2015 was FundX Investment Group, an estimated $19.1M sold.
Based on aggregated 13F filings for Q3 2015.