We are live on ! Find out more
JNK icon

State Street SPDR Bloomberg High Yield Bond ETF

387 hedge funds and large institutions have $9.74B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2016 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 107

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

38% more capital invested

Capital invested by funds: $7.05B → $9.74B (+$2.69B)

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

4% more funds holding

Funds holding: 371387 (+16)

1.26% more ownership

Funds ownership: 25.62%26.88% (+1.3%)

25% less call options, than puts

Call options by funds: $35.7M | Put options by funds: $47.8M

Holders
387
Holders Change
+16
Holders Change %
+4.31%
% of All Funds
10.31%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
1.09%
New
68
Increased
165
Reduced
107
Closed
47
Calls
$35.7M
Puts
$47.8M
Net Calls
-$12.1M
Net Calls Change
+$59.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IndexIQ Advisors
New York
$147K +$68.7K +689 +91%
3C
327
361 Capital
Colorado
$146K -$187K -1,872 -57%
CB
328
Community Bank
New York
$117K +$7.78K +78 +7%
GAM
329
Gemmer Asset Management
California
$116K -$2.49K -25 -2%
CFN
330
Cordasco Financial Network
Florida
$114K +$96.1K +964 +674%
KF
331
Krilogy Financial
Missouri
$110K -$85.4K -856 -45%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$108K -$83.2K -834 -44%
CPIG
333
Chicago Partners Investment Group
Illinois
$103K
HFA
334
High Falls Advisors
New York
$96K +$1.59K +16 +2%
TIM
335
Tortoise Investment Management
New York
$95K -$36.6K -367 -28%
CFA
336
CT Financial Advisors
Pennsylvania
$94.6K
BC
337
Barnett & Company
Tennessee
$94K +$91K +913 New
KKAMG
338
Kernodle & Katon Asset Management Group
Arkansas
$87K
Lazard Asset Management
339
Lazard Asset Management
New York
$82K
JFGIW
340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K +$34.4K +345 +83%
ST
341
Smithfield Trust
Pennsylvania
$72K
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$68K
CCA
343
Catalyst Capital Advisors
New York
$67K -$98K -983 -60%
CAL
344
Capital Analysts LLC
Pennsylvania
$65.9K -$40.2K -403 -39%
GWM
345
Gupta Wealth Management
California
$60K +$1.5K +15 +3%
AWMS
346
Advocacy Wealth Management Services
Georgia
$56K +$53.9K +541 New
WEC
347
Winslow Evans & Crocker
Massachusetts
$48.4K -$42.9K -430 -48%
VCM
348
Vigilant Capital Management
Maine
$48K
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$47K -$186K -1,864 -80%
EWM
350
Evercore Wealth Management
New York
$46K

JNK Hedge Fund Activity: Q1 2016 in Review

387 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2016, worth a combined $9.74B — up 38% from $7.05B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new JNK positions and 47 closed out — a net gain of 21 holders — while 165 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $264M. The largest seller was LPL Financial, cutting an estimated $95.5M.

  • 387 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2016, up from 371 in Q4 2015.
  • Funds reported $9.74B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2016, up 38% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2016 and 47 closed out, a net change of +21 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2016 was BlackRock Advisors, an estimated $264M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2016 was LPL Financial, an estimated $95.5M sold.

Based on aggregated 13F filings for Q1 2016.