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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
JGIA
376
Jackson Grant Investment Advisers
Connecticut
$8K +$100 +1 +1%
LWA
377
Lenox Wealth Advisors
New York
$7K
ANBT
378
American National Bank & Trust
Texas
$7K +$6.68K +67 New
TWA
379
TCI Wealth Advisors
Arizona
$5K
SFPM
380
Sensible Financial Planning & Management
Massachusetts
$4K -$16.4K -164 -82%
AIS
381
Accurate Investment Solutions
Pennsylvania
$4K
WAM
382
Wealthspire Advisors (Maryland)
Maryland
$4K +$100 +1 +3%
First Manhattan
383
First Manhattan
New York
$3K
LWM
384
Lenox Wealth Management
Ohio
$3K
IF
385
Ironwood Financial
Arizona
$3K +$2.59K +26 New
AAM
386
Advisors Asset Management
Colorado
$2K
AF
387
Allworth Financial
California
$2K +$1.59K +16 New
FPFS
388
First Personal Financial Services
North Carolina
$2K +$2.29K +23 New
N
389
Nuveen
North Carolina
$289 +$43.4K +435 +18%
PIA
390
Phoenix Investment Adviser
New York
$120 -$27.6M -276,833 -100%
PG
391
Patten Group
Tennessee
$57
EWM
392
Endurance Wealth Management
Rhode Island
$16
Mitsubishi UFJ Trust & Banking
393
Mitsubishi UFJ Trust & Banking
Japan
-$33.9M -333,333 Closed
PCM
394
Panning Capital Management
New York
-$33.9M -333,333 Closed
Verition Fund Management
395
Verition Fund Management
Connecticut
-$20.6M -202,634 Closed
PP
396
Paloma Partners
Connecticut
-$16.3M -160,000 Closed
BIM
397
BlackRock Investment Management
Delaware
-$9.59M -94,249 Closed
NMIS
398
Northwestern Mutual Investment Services
Wisconsin
-$9.03M -88,715 Closed
CIM
399
Calvert Investment Management
Maryland
-$3.94M -38,717 Closed
CCP
400
Cardan Capital Partners
Colorado
-$3.84M -37,735 Closed

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.