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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
EAMA
326
EFG Asset Management (Americas)
Florida
$90K +$10.9K +92 +13%
WA
327
WestEnd Advisors
North Carolina
$84.4K +$3.08K +26 +4%
CCA
328
Catalyst Capital Advisors
New York
$77K +$79.1K +667 New
WTB
329
Washington Trust Bank
Washington
$76K
AWM
330
Avior Wealth Management
Nebraska
$63K -$949 -8 -1%
TF
331
Tompkins Financial
New York
$58K +$59K +497 New
CFA
332
CT Financial Advisors
Pennsylvania
$57.1K +$58.5K +493 New
ASN
333
Advisory Services Network
Georgia
$56K +$57.2K +482 New
FANJ
334
Financial Architects (New Jersey)
New Jersey
$49K +$43.9K +370 +673%
WEC
335
Winslow Evans & Crocker
Massachusetts
$45.4K +$25.7K +217 +123%
1832 Asset Management
336
1832 Asset Management
Ontario, Canada
$41K
CHC
337
City Holding Co
West Virginia
$37K
NEAM
338
New England Asset Management
Connecticut
$35K
AllianceBernstein
339
AllianceBernstein
Tennessee
$34K
CWM
340
Cranbrook Wealth Management
Michigan
$32K +$33.1K +279 New
OSNBOA
341
Old Second National Bank of Aurora
Illinois
$31K +$31.4K +265 New
VIA
342
Vantage Investment Advisors
Pennsylvania
$30K
JIR
343
James Investment Research
Ohio
$28K
CLOS
344
Compagnie Lombard Odier SCmA
Switzerland
$24K
AP
345
Atwood & Palmer
Missouri
$22K
ACS
346
Archford Capital Strategies
Illinois
$21K
AC
347
Alexandria Capital
Virginia
$20K +$20.8K +175 New
UFA
348
US Financial Advisors
Massachusetts
$19K +$19.6K +165 New
IFA
349
Interactive Financial Advisors
Illinois
$17K +$356 +3 +2%
DBT
350
Dubuque Bank & Trust
Iowa
$17K +$7.71K +65 +76%

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.