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State Street SPDR Bloomberg High Yield Bond ETF

367 hedge funds and large institutions have $5.55B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 105 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 105

8% more funds holding

Funds holding: 339367 (+28)

1.24% more ownership

Funds ownership: 20.15%21.39% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

44% less capital invested

Capital invested by funds: $9.9B → $5.55B (-$4.35B)

90% less call options, than puts

Call options by funds: $20M | Put options by funds: $202M

Holders
367
Holders Change
+28
Holders Change %
+8.26%
% of All Funds
9.79%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.88%
New
80
Increased
134
Reduced
105
Closed
43
Calls
$20M
Puts
$202M
Net Calls
-$182M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
Clal Insurance
Israel
$672K +$685K +5,777 New
HT
227
HAP Trading
New York
$662K +$678K +5,712 New
SFPM
228
Sensible Financial Planning & Management
Massachusetts
$661K +$40.5K +341 +6%
CCT
229
Capital City Trust
Florida
$659K
SGAM
230
Steinberg Global Asset Management
Florida
$654K -$419K -3,535 -38%
Manulife (Manufacturers Life Insurance)
231
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$650K +$385M +3,243,612 +137%
OC
232
Oppenheimer & Co
New York
$638K +$232K +1,959 +55%
TSS
233
Two Sigma Securities
New York
$610K +$625K +5,263 New
CWM
234
Concert Wealth Management
California
$605K +$112K +946 +22%
UCFA
235
United Capital Financial Advisors
Texas
$598K +$15.9K +134 +3%
QA
236
Quintium Advisors
Tennessee
$597K +$611K +5,150 New
SCA
237
Salient Capital Advisors
Texas
$589K
PBT
238
Pictet Bank & Trust
Bahamas
$587K
BCM
239
Bluefin Capital Management
New York
$584K -$26M -218,973 -98%
WC
240
Whitnell & Co
Illinois
$574K -$250K -2,108 -30%
MHS
241
M Holdings Securities
Oregon
$569K +$179K +1,511 +44%
OC
242
Oarsman Capital
Wisconsin
$567K +$4.03K +34 +0.7%
AWA
243
Arete Wealth Advisors
Illinois
$565K -$373K -3,141 -39%
ATC
244
Adirondack Trust Company
New York
$560K -$66.2K -558 -10%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$552K -$282K -2,380 -33%
WAM
246
Wolverine Asset Management
Illinois
$552K -$87K -733 -13%
PWM
247
Perigon Wealth Management
California
$543K -$232K -1,953 -29%
HIM
248
Hillsdale Investment Management
Ontario, Canada
$529K +$127K +1,067 +30%
WF
249
Welch & Forbes
Massachusetts
$525K
HighTower Advisors
250
HighTower Advisors
Illinois
$523K -$53.2K -448 -9%

JNK Hedge Fund Activity: Q4 2014 in Review

367 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2014, worth a combined $5.55B — down 44% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JNK positions and 43 closed out — a net gain of 37 holders — while 134 added to existing stakes and 105 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $385M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $4.87B sold.

  • 367 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2014, up from 339 in Q3 2014.
  • Funds reported $5.55B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2014, down 44% quarter-over-quarter.
  • 80 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2014 and 43 closed out, a net change of +37 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $385M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2014 was Americafirst Capital Management, an estimated $4.87B sold.

Based on aggregated 13F filings for Q4 2014.