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State Street SPDR Bloomberg High Yield Bond ETF

367 hedge funds and large institutions have $5.55B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 105 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 105

8% more funds holding

Funds holding: 339367 (+28)

1.24% more ownership

Funds ownership: 20.15%21.39% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

44% less capital invested

Capital invested by funds: $9.9B → $5.55B (-$4.35B)

90% less call options, than puts

Call options by funds: $20M | Put options by funds: $202M

Holders
367
Holders Change
+28
Holders Change %
+8.26%
% of All Funds
9.79%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.88%
New
80
Increased
134
Reduced
105
Closed
43
Calls
$20M
Puts
$202M
Net Calls
-$182M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$43.7M +$20.2M +170,392 +82%
William Blair & Company
27
William Blair & Company
Illinois
$43.1M +$26.8M +226,033 +155%
CSIA
28
Charles Schwab Investment Advisory
California
$41.9M +$2.11M +17,776 +5%
TFA
29
Transamerica Financial Advisors
Florida
$41.4M +$26.8M +225,670 +171%
BMM
30
Berkshire Money Management
Massachusetts
$41.2M +$42.2M +355,466 New
EB
31
Eastern Bank
Massachusetts
$38.8M +$10M +84,275 +34%
LA
32
Linden Advisors
New York
$38.7M +$39.7M +334,424 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$38.6M +$37.3M +313,932 +1,598%
QI
34
QS Investors
New York
$37.7M -$7.02M -59,145 -15%
CPO
35
Cerity Partners OCIO
New York
$34.3M +$1.83M +15,422 +5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$33.2M +$3.29M +27,719 +11%
JP Morgan Chase
37
JP Morgan Chase
New York
$33.1M +$29.7M +250,002 +702%
BG
38
BlackRock Group
United Kingdom
$30.3M
VanEck Associates
39
VanEck Associates
New York
$29.2M +$30M +252,496 New
HIM
40
Hanlon Investment Management
New Jersey
$28.2M +$28.8M +243,077 New
Neuberger Berman Group
41
Neuberger Berman Group
New York
$26.2M -$14.5M -121,992 -35%
Deutsche Bank
42
Deutsche Bank
Germany
$25.8M +$10.8M +91,437 +70%
BWM
43
Baystate Wealth Management
Massachusetts
$24.2M +$11.6M +97,375 +87%
DIP
44
DT Investment Partners
Pennsylvania
$23.4M +$384K +3,240 +2%
PCA
45
Personal Capital Advisors
California
$22.3M +$4.43M +37,335 +24%
MCM
46
MKP Capital Management
New York
$19.7M +$20.2M +170,000 New
BlackRock
47
BlackRock
New York
$19.3M
Ameriprise
48
Ameriprise
Minnesota
$19M +$1.71M +14,403 +10%
CC
49
Curian Capital
Colorado
$18.7M -$3.02M -25,436 -14%
GC
50
Guggenheim Capital
Illinois
$18.2M -$308K -2,596 -2%

JNK Hedge Fund Activity: Q4 2014 in Review

367 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2014, worth a combined $5.55B — down 44% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JNK positions and 43 closed out — a net gain of 37 holders — while 134 added to existing stakes and 105 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $385M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $4.87B sold.

  • 367 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2014, up from 339 in Q3 2014.
  • Funds reported $5.55B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2014, down 44% quarter-over-quarter.
  • 80 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2014 and 43 closed out, a net change of +37 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $385M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2014 was Americafirst Capital Management, an estimated $4.87B sold.

Based on aggregated 13F filings for Q4 2014.