PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund
161 hedge funds and large institutions have $2.34B invested in PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 10 closing their positions.
212% more capital inflows, than outflows
Capital inflows: $349M | Capital outflows: $112M
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
85% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 41
52% more call options, than puts
Call options by funds: $3.65M | Put options by funds: $2.4M
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
14% more funds holding
Funds holding: 141 → 161 (+20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$76.2M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$43M |
| 3 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$26.5M |
| 4 |
Morgan Stanley
New York
|
+$21.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
United Capital Financial Advisors
Irving,
Texas
|
-$16M |
| 2 |
State of New Jersey Common Pension Fund B
Trenton,
New Jersey
|
-$10.5M |
| 3 |
Windhaven Investment Management
Boston,
Massachusetts
|
-$9.15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.8M |
| 5 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$7.97M |
HYS Hedge Fund Activity: Q4 2013 in Review
161 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund (HYS) for Q4 2013, worth a combined $2.34B — up 13% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HYS positions and 10 closed out — a net gain of 21 holders — while 76 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 Exchange-Traded Fund (HYS) as of Q4 2013, up from 141 in Q3 2013.
- Funds reported $2.34B of PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund stock for Q4 2013, up 13% quarter-over-quarter.
- 31 funds opened new PIMCO 0-5 Year High Yield Corporate Bond 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 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 Exchange-Traded Fund seller in Q4 2013 was United Capital Financial Advisors, an estimated $16M sold.
Based on aggregated 13F filings for Q4 2013.