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PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund

161 hedge funds and large institutions have $2.42B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

52% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $2.4M

38% more capital invested

Capital invested by funds: $1.76B → $2.42B (+$665M)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

14% more funds holding

Funds holding: 141161 (+20)

5.04% less ownership

Funds ownership: 69.5%64.46% (-5%)

Holders
161
Holders Change
+20
Holders Change %
+14.18%
% of All Funds
4.67%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
31
Increased
75
Reduced
41
Closed
10
Calls
$3.65M
Puts
$2.4M
Net Calls
+$1.24M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$30K -$10.2K -96 -26%
MAA
152
Managed Account Advisors
New Jersey
$30K +$11K +104 +59%
Janus Henderson Group
153
Janus Henderson Group
United Kingdom
$27K
BWFA
154
Baltimore-Washington Financial Advisors
Maryland
$27K +$27.2K +256 New
FBT
155
Founders Bank & Trust
Michigan
$21K -$5.73K -54 -21%
PAS
156
Partnervest Advisory Services
California
$21K
BPBT
157
Boston Private Bank & Trust
Massachusetts
$15K
WEC
158
Winslow Evans & Crocker
Massachusetts
$11K +$10.6K +100 New
JFGIW
159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$5.73K +54 New
ASN
160
Advisory Services Network
Georgia
$5K +$4.99K +47 New
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$4K -$24.3K -229 -86%
UCFA
162
United Capital Financial Advisors
Texas
-$16M -152,926 Closed
SONJCPFB
163
State of New Jersey Common Pension Fund B
New Jersey
-$10.5M -100,000 Closed
MMLI
164
Massachusetts Mutual Life Insurance
Massachusetts
-$7.24M -69,000 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
-$3.68M -34,728 Closed
Comerica Bank
166
Comerica Bank
Texas
-$1.69M -16,115 Closed
KFS
167
KMS Financial Services
Washington
-$250K -2,385 Closed
TIM
168
Tortoise Investment Management
New York
-$31K -300 Closed
PFO
169
Pathstone Family Office
New Jersey
-$21K -200 Closed
CG
170
Colony Group
Massachusetts
-$15K -143 Closed
EMA
171
Efficient Market Advisors
California
-$2.65K -25 -96%
S
172
SignatureFD
Georgia
-$2K -19 Closed

HYS Hedge Fund Activity: Q4 2013 in Review

161 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) for Q4 2013, worth a combined $2.42B — up 38% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HYS positions and 10 closed out — a net gain of 21 holders — while 75 added to existing stakes and 41 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $76.2M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $16M sold.

  • 161 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q4 2013, up from 141 in Q3 2013.
  • Funds reported $2.42B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q4 2013, up 38% quarter-over-quarter.
  • 31 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q4 2013 and 10 closed out, a net change of +21 holders.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q4 2013 was Charles Schwab Investment Advisory, an estimated $76.2M added.
  • The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q4 2013 was United Capital Financial Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2013.