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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 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 165 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 106

27% more capital invested

Capital invested by funds: $5.55B → $7.05B (+$1.5B)

21% more funds holding in top 10

Funds holding in top 10: 3340 (+7)

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

1% more funds holding

Funds holding: 367371 (+4)

0% more ownership

Funds ownership: 21.39%21.39% (+0%)

80% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $82.6M

Holders
371
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
9.89%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
1.07%
New
56
Increased
165
Reduced
106
Closed
47
Calls
$16.7M
Puts
$82.6M
Net Calls
-$65.9M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
401
Hillsdale Investment Management
Ontario, Canada
-$529K -4,567 Closed
WF
402
Welch & Forbes
Massachusetts
-$525K -4,536 Closed
KSA
403
Ken Stern & Associates
California
-$438K -3,779 Closed
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
-$406K -3,500 Closed
CI
405
Cambiar Investors
Colorado
-$386K -3,333 Closed
RCM
406
Rotella Capital Management
Washington
-$382K -3,300 Closed
CP
407
Corbenic Partners
Pennsylvania
-$360K -3,111 Closed
PA
408
Paracle Advisors
Washington
-$323K -2,794 Closed
TNBTD
409
Trustmark National Bank Trust Department
Mississippi
-$273K -2,353 Closed
IT
410
Independence Trust
Tennessee
-$243K -2,100 Closed
CAM
411
Capstone Asset Management
Texas
-$233K -2,008 Closed
UAS
412
United Asset Strategies
New York
-$202K -1,741 Closed
BRWA
413
B. Riley Wealth Advisors
Florida
-$106 -913 Closed
GH
414
GAM Holding
Switzerland
-$97K -833 Closed
1832 Asset Management
415
1832 Asset Management
Ontario, Canada
-$41K -350 Closed
AllianceBernstein
416
AllianceBernstein
Tennessee
-$34K -292 Closed
AP
417
Atwood & Palmer
Missouri
-$22K -184 Closed
UFA
418
US Financial Advisors
Massachusetts
-$19K -165 Closed
RMAM
419
Raab & Moskowitz Asset Management
New Jersey
-$10K -83 Closed
BOK
420
Bank of Kentucky
Kentucky
-$7K -64 Closed
Walleye Trading
421
Walleye Trading
New York
-$7.27K -62 Closed
CTC
422
Central Trust Company
Missouri
-$4K -34 Closed

JNK Hedge Fund Activity: Q1 2015 in Review

371 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2015, worth a combined $7.05B — up 27% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new JNK positions and 47 closed out — a net gain of 9 holders — while 165 added to existing stakes and 106 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $150M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $313M.

  • 371 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2015, up from 367 in Q4 2014.
  • Funds reported $7.05B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2015, up 27% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2015 and 47 closed out, a net change of +9 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2015 was BlackRock Advisors, an estimated $150M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $313M sold.

Based on aggregated 13F filings for Q1 2015.