PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
183 hedge funds and large institutions have $3.14B invested in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 40 reducing their positions, and 17 closing their positions.
225% more call options, than puts
Call options by funds: $2.94M | Put options by funds: $906K
129% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 17
110% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 40
34% more capital invested
Capital invested by funds: $2.34B → $3.14B (+$802M)
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
14% more funds holding
Funds holding: 161 → 183 (+22)
2.6% more ownership
Funds ownership: 64.46% → 67.06% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$576M |
| 2 |
Morgan Stanley
New York
|
+$26.4M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
+$24.9M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$20.3M |
| 5 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$27.2M |
| 2 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$17.3M |
| 3 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$16.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.1M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$7.99M |
HYS Hedge Fund Activity: Q1 2014 in Review
183 of the 3,475 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 Q1 2014, worth a combined $3.14B — up 34% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HYS positions and 17 closed out — a net gain of 22 holders — while 84 added to existing stakes and 40 trimmed.
The largest buyer was Windhaven Investment Management, adding an estimated $576M. The largest seller was Weatherstone Capital Management, cutting an estimated $27.2M.
- 183 institutional investors held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) as of Q1 2014, up from 161 in Q4 2013.
- Funds reported $3.14B of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock for Q1 2014, up 34% quarter-over-quarter.
- 39 funds opened new PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund positions in Q1 2014 and 17 closed out, a net change of +22 holders.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund buyer in Q1 2014 was Windhaven Investment Management, an estimated $576M added.
- The largest PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund seller in Q1 2014 was Weatherstone Capital Management, an estimated $27.2M sold.
Based on aggregated 13F filings for Q1 2014.