We are live on ! Find out more
JNK icon

State Street SPDR Bloomberg High Yield Bond ETF

371 hedge funds and large institutions have $7.05B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 116 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 43

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

11% more capital invested

Capital invested by funds: $6.33B → $7.05B (+$726M)

9% more funds holding

Funds holding: 340371 (+31)

1.33% more ownership

Funds ownership: 24.29%25.62% (+1.3%)

18% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 141

73% less call options, than puts

Call options by funds: $26.7M | Put options by funds: $98M

Holders
371
Holders Change
+31
Holders Change %
+9.12%
% of All Funds
9.73%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.79%
New
78
Increased
116
Reduced
141
Closed
43
Calls
$26.7M
Puts
$98M
Net Calls
-$71.4M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
WFG Advisors
Texas
$194K -$14.1K -133 -7%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$191K -$391K -3,685 -66%
CCA
303
Catalyst Capital Advisors
New York
$166K -$15.9K -150 -8%
WA
304
WestEnd Advisors
North Carolina
$163K +$18.7K +176 +12%
AIM
305
Advantage Investment Management
Iowa
$156K +$146K +1,376 +882%
RFA
306
Reilly Financial Advisors
California
$132K -$33.5K -316 -20%
TIM
307
Tortoise Investment Management
New York
$132K +$42.7K +402 +45%
Bessemer Group
308
Bessemer Group
New Jersey
$122K
DA
309
Dunvegan Associates
California
$120K
GAM
310
Gemmer Asset Management
California
$118K -$80K -754 -39%
NEAM
311
New England Asset Management
Connecticut
$115K
BIT
312
BlackRock Institutional Trust
California
$115K +$120K +1,133 New
CB
313
Community Bank
New York
$107K +$2.02K +19 +2%
CAL
314
Capital Analysts LLC
Pennsylvania
$106K -$1.24M -11,666 -92%
CPIG
315
Chicago Partners Investment Group
Illinois
$102K
CFA
316
CT Financial Advisors
Pennsylvania
$93.6K
AWM
317
Avior Wealth Management
Nebraska
$93K +$1.06K +10 +1%
HFA
318
High Falls Advisors
New York
$93K +$97.1K +915 New
WEC
319
Winslow Evans & Crocker
Massachusetts
$91.7K -$19.7K -186 -17%
EMA
320
Efficient Market Advisors
California
$86K -$462K -4,359 -84%
KKAMG
321
Kernodle & Katon Asset Management Group
Arkansas
$86K +$90K +848 New
Lazard Asset Management
322
Lazard Asset Management
New York
$81K
IA
323
IndexIQ Advisors
New York
$78K +$60.7K +572 +313%
WP
324
WealthPLAN Partners
Nebraska
$77.8K +$154K +1,452 New
PAI
325
Pittenger & Anderson Inc
Nebraska
$75K -$106K -995 -57%

JNK Hedge Fund Activity: Q4 2015 in Review

371 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2015, worth a combined $7.05B — up 11% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JNK positions and 43 closed out — a net gain of 35 holders — while 116 added to existing stakes and 141 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $187M. The largest seller was Bank of America, cutting an estimated $233M.

  • 371 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2015, up from 340 in Q3 2015.
  • Funds reported $7.05B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2015, up 11% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2015 and 43 closed out, a net change of +35 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2015 was BlackRock Advisors, an estimated $187M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2015 was Bank of America, an estimated $233M sold.

Based on aggregated 13F filings for Q4 2015.