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State Street SPDR Bloomberg High Yield Bond ETF

437 hedge funds and large institutions have $9.41B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 167 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 34

130% more call options, than puts

Call options by funds: $134M | Put options by funds: $58.3M

27% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 131

12% more funds holding in top 10

Funds holding in top 10: 4955 (+6)

10% more funds holding

Funds holding: 397437 (+40)

0.26% more ownership

Funds ownership: 25.98%26.24% (+0.26%)

2% less capital invested

Capital invested by funds: $9.56B → $9.41B (-$147M)

Holders
437
Holders Change
+40
Holders Change %
+10.08%
% of All Funds
10.93%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
1.38%
New
79
Increased
167
Reduced
131
Closed
34
Calls
$134M
Puts
$58.3M
Net Calls
+$75.6M
Net Calls Change
+$91.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
351
Reilly Financial Advisors
California
$224K +$6.97K +64 +3%
DWT
352
Dorsey & Whitney Trust
South Dakota
$210K
LWM
353
LBA Wealth Management
Florida
$208K
WCWM
354
Wooster Corthell Wealth Management
Connecticut
$208K
BHB
355
Bank Hapoalim BM
Israel
$204K
CIBC World Market
356
CIBC World Market
Ontario, Canada
$202K +$1.85K +17 +0.9%
CPP
357
Crow Point Partners
Massachusetts
$141K -$139K -1,277 -50%
CFG
358
Citizens Financial Group
Rhode Island
$140K -$83.1K -763 -37%
NFG
359
Next Financial Group
Texas
$137K -$14.6K -134 -10%
KF
360
Krilogy Financial
Missouri
$132K +$435 +4 +0.3%
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$124K +1,137 New
CB
362
Community Bank
New York
$124K
GAM
363
Gemmer Asset Management
California
$119K -$11.4K -105 -9%
AIM
364
Arcadia Investment Management
Michigan
$113K +$48K +441 +74%
CPIG
365
Chicago Partners Investment Group
Illinois
$109K
TF
366
Tompkins Financial
New York
$103K -$944K -8,675 -90%
CFA
367
CT Financial Advisors
Pennsylvania
$101K
SFG
368
SevenBridge Financial Group
Pennsylvania
$98K
EWA
369
EP Wealth Advisors
California
$97K +$259K +2,382 +66%
NC
370
Nicholas Company
Wisconsin
$91K -$998K -9,167 -92%
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$91K
Lazard Asset Management
372
Lazard Asset Management
New York
$87K
SBL
373
Sargent Bickham Lagudis
Colorado
$78K -$115K -1,059 -60%
JFGIW
374
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K +$10.1K +93 +16%
Walleye Trading
375
Walleye Trading
New York
$71K -$215K -1,977 -75%

JNK Hedge Fund Activity: Q4 2016 in Review

437 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2016, worth a combined $9.41B — down 1.5% from $9.56B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new JNK positions and 34 closed out — a net gain of 45 holders — while 167 added to existing stakes and 131 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $276M. The largest seller was BlackRock Advisors, cutting an estimated $324M.

  • 437 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2016, up from 397 in Q3 2016.
  • Funds reported $9.41B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2016, down 1.5% quarter-over-quarter.
  • 79 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2016 and 34 closed out, a net change of +45 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2016 was Goldman Sachs, an estimated $276M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2016 was BlackRock Advisors, an estimated $324M sold.

Based on aggregated 13F filings for Q4 2016.