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
NFG
351
Next Financial Group
Texas
$17K -$7.75K -73 -30%
EWM
352
Endurance Wealth Management
Rhode Island
$16K
IFA
353
Interactive Financial Advisors
Illinois
$15K
CFN
354
Cordasco Financial Network
Florida
$15K +$15.2K +143 New
AIA
355
Allegis Investment Advisors
Idaho
$15K +$15.8K +149 New
JWA
356
JFS Wealth Advisors
Pennsylvania
$15K +$15.8K +149 New
CA
357
CapWealth Advisors
Tennessee
$14K
PSUF
358
People's United Financial
Connecticut
$13K
CFA
359
Carroll Financial Associates
North Carolina
$12K -$14.5K -137 -53%
RPG
360
Risk Paradigm Group
Texas
$10.2K -$5.84K -55 -35%
AIA
361
Alerus Investment Advisors
Minnesota
$10K +$10.4K +98 New
JIR
362
James Investment Research
Ohio
$8K
JGIA
363
Jackson Grant Investment Advisers
Connecticut
$8K +$7.85K +74 New
LWA
364
Lenox Wealth Advisors
New York
$7K -$8.17K -77 -53%
SSB
365
Sandy Spring Bank
Maryland
$5K -$20.3K -191 -81%
TWA
366
TCI Wealth Advisors
Arizona
$5K
FNBT
367
FineMark National Bank & Trust
Florida
$4K
AIS
368
Accurate Investment Solutions
Pennsylvania
$4K +$3.71K +35 New
WAM
369
Wealthspire Advisors (Maryland)
Maryland
$4K +$4.03K +38 New
PFG
370
Piershale Financial Group
Illinois
$4K +$4.56K +43 New
TCM
371
Tradewinds Capital Management
Washington
$3K
First Manhattan
372
First Manhattan
New York
$3K +$3.18K +30 New
LWM
373
Lenox Wealth Management
Ohio
$3K +$3.29K +31 New
AAM
374
Advisors Asset Management
Colorado
$2K
ASN
375
Advisory Services Network
Georgia
$1K

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.