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DI

PIMCO Diversified Income Active Exchange-Traded Fund

Delisted

DI was delisted on the 31st of March, 2017.

12 hedge funds and large institutions have $23.1M invested in PIMCO Diversified Income Active Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

11% less capital invested

Capital invested by funds: $26M → $23.1M (-$2.87M)

14% less funds holding

Funds holding: 1412 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$13.6M -$363K -7,270 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.85M +$59.2K +1,186 +2%
VKH
3
Virtu KCG Holdings
New York
$1.95M +$29.8K +596 +2%
Jane Street
4
Jane Street
New York
$1.9M +$851K +17,041 +84%
Bank of America
5
Bank of America
North Carolina
$1.31M -$1.93M -38,659 -60%
CAN
6
Cetera Advisor Networks
California
$476K +$236K +4,717 +100%
Morgan Stanley
7
Morgan Stanley
New York
$461K +$218K +4,363 +92%
OAM
8
Occidental Asset Management
California
$260K +$25K +500 +11%
NFG
9
Next Financial Group
Texas
$260K +$75.9K +1,520 +42%
AG
10
Advisor Group
Arizona
$61K -$11.9K -239 -17%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$35K
CWM
12
Concert Wealth Management
California
$3K +$3.05K +61 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
-$2.75M -56,127 Closed
IA
14
IFP Advisors
Florida
-$53K -1,075 Closed
UBS Group
15
UBS Group
Switzerland
-$13K -260 Closed

DI Hedge Fund Activity: Q3 2016 in Review

12 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO Diversified Income Active Exchange-Traded Fund (DI) for Q3 2016, worth a combined $23.1M — down 11% from $26M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of DI and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $851K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.75M sold.

  • 12 institutional investors held PIMCO Diversified Income Active Exchange-Traded Fund (DI) as of Q3 2016, down from 14 in Q2 2016.
  • Funds reported $23.1M of PIMCO Diversified Income Active Exchange-Traded Fund stock for Q3 2016, down 11% quarter-over-quarter.
  • 1 fund opened new PIMCO Diversified Income Active Exchange-Traded Fund positions in Q3 2016 and 3 closed out, a net change of -2 holders.
  • The largest PIMCO Diversified Income Active Exchange-Traded Fund buyer in Q3 2016 was Jane Street, an estimated $851K added.
  • The largest PIMCO Diversified Income Active Exchange-Traded Fund seller in Q3 2016 was Susquehanna International Group, an estimated $2.75M sold.

Based on aggregated 13F filings for Q3 2016.