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State Street SPDR Bloomberg High Yield Bond ETF

347 hedge funds and large institutions have $5.87B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 145 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 122

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $5.48B → $5.87B (+$390M)

1.2% more ownership

Funds ownership: 18.71%19.9% (+1.2%)

1% more funds holding

Funds holding: 345347 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

99% less call options, than puts

Call options by funds: $198K | Put options by funds: $28.2M

Holders
347
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
9.97%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.18%
New
33
Increased
145
Reduced
122
Closed
28
Calls
$198K
Puts
$28.2M
Net Calls
-$28M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$243K -$1.45M -11,678 -86%
BRWM
277
B. Riley Wealth Management
Tennessee
$231K +$61.2K +493 +36%
V
278
Veritable
Delaware
$229K -$994 -8 -0.4%
WTC
279
WhitTier Trust Company
Nevada
$224K -$201K -1,618 -47%
JIC
280
Joel Isaacson & Co
New York
$209K
PAG
281
Pinnacle Advisory Group
Maryland
$209K +$208K +1,673 New
WS
282
Wedbush Securities
California
$205K -$7.08K -57 -3%
TIM
283
Tortoise Investment Management
New York
$201K -$325K -2,620 -62%
SSB
284
Sandy Spring Bank
Maryland
$188K
1IC
285
1919 Investment Counsel
Maryland
$178K -$1.37K -11 -0.8%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$163K -$10.3K -83 -6%
CFS
287
Community Financial System
New York
$163K -$4.1K -33 -2%
Bessemer Group
288
Bessemer Group
New Jersey
$151K -$373 -3 -0.2%
DA
289
Dunvegan Associates
California
$151K
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$123K -$18.4K -148 -13%
SCG
291
Strategic Capital Group
Washington
$119K -$258K -2,078 -69%
WA
292
WFG Advisors
Texas
$118K +$101K +817 +654%
BRWA
293
B. Riley Wealth Advisors
Florida
$113K -$313K -2,517 -74%
FHC
294
First Houston Capital
Texas
$111K +$110K +883 New
BMM
295
Buffington Mohr McNeal
Idaho
$104K
GAM
296
Gemmer Asset Management
California
$103K +$11.4K +92 +13%
PIM
297
Parasol Investment Management
Illinois
$102K +$101K +817 New
Lazard Asset Management
298
Lazard Asset Management
New York
$100K
HCM
299
Horrell Capital Management
Arkansas
$96K
HI
300
Hudock Inc
Pennsylvania
$92K +$8.57K +69 +10%

JNK Hedge Fund Activity: Q2 2014 in Review

347 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2014, worth a combined $5.87B — up 7.1% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JNK positions and 28 closed out — a net gain of 5 holders — while 145 added to existing stakes and 122 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $81.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $72.3M.

  • 347 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2014, up from 345 in Q1 2014.
  • Funds reported $5.87B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2014 and 28 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2014 was BlackRock Advisors, an estimated $81.4M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2014 was Schroder Investment Management Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2014.