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State Street SPDR Bloomberg High Yield Bond ETF

519 hedge funds and large institutions have $9.46B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 190 increasing their positions, 137 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

39% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 137

22% more funds holding in top 10

Funds holding in top 10: 3644 (+8)

11% more funds holding

Funds holding: 468519 (+51)

5% more capital invested

Capital invested by funds: $8.98B → $9.46B (+$474M)

1.12% more ownership

Funds ownership: 88.94%90.06% (+1.1%)

90% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $150M

Holders
519
Holders Change
+51
Holders Change %
+10.9%
% of All Funds
10.23%
Holding in Top 10
44
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.22%
% of All Funds
0.87%
New
112
Increased
190
Reduced
137
Closed
55
Calls
$15.4M
Puts
$150M
Net Calls
-$135M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
26
MD Financial Management
Ontario, Canada
$90M +$23.3M +215,065 +35%
Man Group
27
Man Group
United Kingdom
$87.6M -$7.33M -67,642 -8%
NA
28
NextCapital Advisers
Illinois
$84.3M +$12.4M +114,004 +17%
Morgan Stanley
29
Morgan Stanley
New York
$81.9M -$75.8M -699,103 -48%
AHSSHC
30
Adventist Health System Sunbelt Healthcare Corp
Florida
$76.5M +$15.1M +139,200 +25%
FTUS
31
Flow Traders U.S.
New York
$74.9M +$41.5M +382,561 +127%
WI
32
WBI Investments
New Jersey
$67.8M +$44.5M +410,728 +197%
Victory Capital Management
33
Victory Capital Management
Texas
$64.5M +$10.9M +100,455 +21%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$60.1M +$10.9M +100,483 +22%
RJA
35
Raymond James & Associates
Florida
$58.3M +$2.32M +21,371 +4%
PO
36
Private Ocean
California
$57.5M +$936K +8,633 +2%
Deutsche Bank
37
Deutsche Bank
Germany
$57.5M +$9.5M +87,647 +20%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$57M -$4.82M -44,422 -8%
Fisher Asset Management
39
Fisher Asset Management
Washington
$56.5M -$1.13M -10,429 -2%
Rafferty Asset Management
40
Rafferty Asset Management
New York
$56.2M +$24.2M +223,268 +77%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$52.8M -$374K -3,450 -0.7%
UBS Group
42
UBS Group
Switzerland
$52.2M -$1.14M -10,553 -2%
AI
43
Atria Investments
North Carolina
$50.4M +$21.1M +195,052 +73%
JP Morgan Chase
44
JP Morgan Chase
New York
$49.1M -$54.7M -504,401 -53%
TF
45
Trek Financial
Arizona
$43.5M +$23.5M +217,069 +121%
SMDAM
46
Sumitomo Mitsui DS Asset Management
Japan
$43.5M +$3.79M +34,987 +10%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.9M -$212M -1,958,813 -83%
LPL Financial
48
LPL Financial
California
$42.7M +$1.84M +16,974 +5%
DIP
49
DT Investment Partners
Pennsylvania
$36.4M +$3.58M +33,039 +11%
BCM
50
BlueCrest Capital Management
Jersey
$35.3M +$34.9M +322,106 New

JNK Hedge Fund Activity: Q4 2019 in Review

519 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2019, worth a combined $9.46B — up 5.3% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNK positions and 55 closed out — a net gain of 57 holders — while 190 added to existing stakes and 137 trimmed.

The largest buyer was BTS Asset Management, adding an estimated $719M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $212M.

  • 519 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2019, up from 468 in Q3 2019.
  • Funds reported $9.46B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 112 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2019 and 55 closed out, a net change of +57 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2019 was BTS Asset Management, an estimated $719M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $212M sold.

Based on aggregated 13F filings for Q4 2019.