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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
TIM
376
Tortoise Investment Management
New York
$68K -$50.7K -466 -43%
ST
377
Smithfield Trust
Pennsylvania
$68K
PA
378
Parallel Advisors
California
$68K +$68.2K +626 New
ANBT
379
American National Bank & Trust
Texas
$67K +$3.38K +31 +5%
TFO
380
Tarbox Family Office
California
$61K +$871 +8 +1%
IIC
381
Integrated Investment Consultants
Michigan
$54K
HWP
382
Hefty Wealth Partners
Indiana
$54K +$10K +92 +23%
SEI Investments
383
SEI Investments
Pennsylvania
$52K +$50K +459 +2,295%
VCM
384
Vigilant Capital Management
Maine
$51K
AA
385
Ancora Advisors
Ohio
$48K +$47.2K +434 New
GI
386
Gradient Investments
Minnesota
$47K -$2.72K -25 -6%
IUHSA
387
Itau Unibanco Holding S.A.
Brazil
$47K
WEC
388
Winslow Evans & Crocker
Massachusetts
$45.9K -$5.55K -51 -11%
BL
389
Balentine LLC
Georgia
$44K
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$39K -$21.1K -194 -35%
BAM
391
Bruderman Asset Management
New York
$38K -$11.2K -103 -23%
CWM
392
Cranbrook Wealth Management
Michigan
$37K
BC
393
Barnett & Company
Tennessee
$36K
HDIM
394
Hanson & Doremus Investment Management
Vermont
$35.9K +$35.7K +328 New
ED
395
Exane Derivatives
France
$35.6K +$24.9K +229 +236%
CHC
396
City Holding Co
West Virginia
$35K
WB
397
Webster Bank
Connecticut
$30K +$30.3K +278 New
CAL
398
Capital Analysts LLC
Pennsylvania
$27K
ECM
399
Exchange Capital Management
Michigan
$26K
FPFS
400
First Personal Financial Services
North Carolina
$26K

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.