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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
EWM
401
Evercore Wealth Management
New York
$24K
WTB
402
Washington Trust Bank
Washington
$22K +$21.6K +198 New
ClearBridge Investments
403
ClearBridge Investments
New York
$21K -$327 -3 -2%
CFA
404
Carroll Financial Associates
North Carolina
$19K +$1.31K +12 +7%
PCFFS
405
Pacific Center for Financial Services
California
$18K +$18.2K +167 New
PA
406
Perennial Advisors
New York
$18K +$18.2K +167 New
EWM
407
Endurance Wealth Management
Rhode Island
$17K
IFA
408
Interactive Financial Advisors
Illinois
$16K
PSUF
409
People's United Financial
Connecticut
$14K
JCM
410
Jacobi Capital Management
Pennsylvania
$13K -$4.03K -37 -24%
FNBT
411
FineMark National Bank & Trust
Florida
$13K +$13.2K +121 New
FANJ
412
Financial Architects (New Jersey)
New Jersey
$11K +$10.5K +96 New
DBT
413
Dubuque Bank & Trust
Iowa
$10K
HI
414
Hudock Inc
Pennsylvania
$10K +$218 +2 +2%
Northern Trust
415
Northern Trust
Illinois
$10K +$343K +3,148 +50%
JGIA
416
Jackson Grant Investment Advisers
Connecticut
$9K +$218 +2 +3%
KKAMG
417
Kernodle & Katon Asset Management Group
Arkansas
$8K -$51.7K -475 -86%
JIR
418
James Investment Research
Ohio
$8K
TWA
419
TCI Wealth Advisors
Arizona
$7K +$2.29K +21 +46%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$7K +$7.08K +65 New
YWP
421
YorkBridge Wealth Partners
New York
$7K +$7.29K +67 New
LWA
422
Lenox Wealth Advisors
New York
$6K
TCM
423
TD Capital Management
Tennessee
$6K +$5.66K +52 New
AWM
424
AllSquare Wealth Management
New York
$6K +$5.77K +53 New
FMP
425
Financial Management Professionals
Texas
$5K

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.