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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

31 hedge funds and large institutions have $95.1M invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more funds holding

Funds holding: 2931 (+2)

12% less capital invested

Capital invested by funds: $109M → $95.1M (-$13.4M)

14.59% less ownership

Funds ownership: 54.5%39.92% (-15%)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
12
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JG
1
Jefferies Group
New York
$41.5M +$39.2M +379,340 +1,423%
First Trust Advisors
2
First Trust Advisors
Illinois
$8.76M -$339K -3,282 -4%
QA
3
Quantitative Advantage
Minnesota
$5.74M -$256K -2,477 -4%
Bank of America
4
Bank of America
North Carolina
$5.51M +$3.7M +35,810 +198%
Goldman Sachs
5
Goldman Sachs
New York
$5.28M -$2.44M -23,593 -31%
Wells Fargo
6
Wells Fargo
California
$4.68M +$3.18M +30,780 +205%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.97M +$1.11M +10,776 +38%
HFS
8
HL Financial Services
Kentucky
$3.94M -$11.3K -109 -0.3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.55M +$3.59M +34,723 New
LPL Financial
10
LPL Financial
California
$2.3M +$20.5K +198 +0.9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.85M +$223K +2,156 +14%
Morgan Stanley
12
Morgan Stanley
New York
$1.77M +$194K +1,880 +12%
VKH
13
Virtu KCG Holdings
New York
$1.75M +$1.77M +17,141 New
U
14
UBS
Switzerland
$1.03M +$149K +1,445 +17%
Jane Street
15
Jane Street
New York
$640K +$647K +6,260 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$553K
WS
17
Wedbush Securities
California
$434K +$74.9K +725 +21%
GC
18
Guggenheim Capital
Illinois
$386K +$390K +3,773 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$282K -$140K -1,360 -33%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$273K +$229K +2,218 +493%
PNAA
21
Pictet North America Advisors
Switzerland
$262K
Comerica Bank
22
Comerica Bank
Texas
$230K -$4.24K -41 -2%
MAA
23
Managed Account Advisors
New Jersey
$147K +$9.19K +89 +7%
Citigroup
24
Citigroup
New York
$117K -$7.75K -75 -6%
AIG
25
American International Group
New York
$87.3K +$7.75K +75 +10%

CORP Hedge Fund Activity: Q3 2014 in Review

31 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) for Q3 2014, worth a combined $95.1M — down 12% from $109M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CORP positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Jefferies Group, adding an estimated $39.2M. The largest seller was F-Squared Investment Management, exiting entirely with an estimated $63.1M sold.

  • 31 institutional investors held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) as of Q3 2014, up from 29 in Q2 2014.
  • Funds reported $95.1M of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock for Q3 2014, down 12% quarter-over-quarter.
  • 7 funds opened new PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund positions in Q3 2014 and 5 closed out, a net change of +2 holders.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund buyer in Q3 2014 was Jefferies Group, an estimated $39.2M added.
  • The largest PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund seller in Q3 2014 was F-Squared Investment Management, an estimated $63.1M sold.

Based on aggregated 13F filings for Q3 2014.