PIMCO Active Bond Exchange-Traded Fund
BOND
225 hedge funds and large institutions have $895M invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 17 closing their positions.
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
31% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 65
2% more funds holding
Funds holding: 220 → 225 (+5)
1.54% more ownership
Funds ownership: 39.6% → 41.14% (+1.5%)
4% more capital invested
Capital invested by funds: $860M → $895M (+$34.7M)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
65% less call options, than puts
Call options by funds: $302K | Put options by funds: $865K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$25.8M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$10.7M |
| 3 |
JP Morgan Chase
New York
|
+$9.92M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$8.53M |
| 5 |
RMC
Regis Management Company
Menlo Park,
California
|
+$6.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.5M |
| 2 |
FFWA
FRG Family Wealth Advisors
Bellevue,
Washington
|
-$8.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.59M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.97M |
| 5 |
SCA
Stokes Capital Advisors
Greenwood,
South Carolina
|
-$2.94M |
BOND Hedge Fund Activity: Q1 2018 in Review
225 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q1 2018, worth a combined $895M — up 4% from $860M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BOND positions and 17 closed out — a net gain of 10 holders — while 85 added to existing stakes and 65 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $25.8M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.
- 225 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q1 2018, up from 220 in Q4 2017.
- Funds reported $895M of PIMCO Active Bond Exchange-Traded Fund stock for Q1 2018, up 4% quarter-over-quarter.
- 27 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q1 2018 and 17 closed out, a net change of +10 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $25.8M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q1 2018 was Morgan Stanley, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2018.