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State Street SPDR Bloomberg High Yield Bond ETF

347 hedge funds and large institutions have $5.87B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 145 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 122

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $5.48B → $5.87B (+$390M)

1.2% more ownership

Funds ownership: 18.71%19.9% (+1.2%)

1% more funds holding

Funds holding: 345347 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

99% less call options, than puts

Call options by funds: $198K | Put options by funds: $28.2M

Holders
347
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
9.97%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.18%
New
33
Increased
145
Reduced
122
Closed
28
Calls
$198K
Puts
$28.2M
Net Calls
-$28M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$21.7M +$134K +1,075 +7%
CS
52
Credit Suisse
Switzerland
$21M -$9.59M -77,184 -31%
BlackRock
53
BlackRock
New York
$20.8M +$18.5M +148,875 +851%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$20.3M +$246K +1,982 +1%
BCM
55
Brookstone Capital Management
Illinois
$19.9M +$3.55M +28,585 +22%
WCM
56
Weatherstone Capital Management
Colorado
$19.5M +$18.7M +150,607 +2,848%
PO
57
Private Ocean
California
$18.7M +$417K +3,360 +2%
Ameriprise
58
Ameriprise
Minnesota
$17.1M +$5.18M +41,673 +44%
MC
59
Miles Capital
Iowa
$15.8M +$559K +4,502 +4%
PI
60
Placemark Investments
Illinois
$15.5M +$861K +6,931 +6%
KCMRT
61
Kemper Corp Master Retirement Trust
Illinois
$15.4M
Wellington Management Group
62
Wellington Management Group
Massachusetts
$15.4M
AA
63
ALPS Advisors
Colorado
$14.5M +$1.07M +8,616 +8%
PCA
64
Personal Capital Advisors
California
$14.1M +$3.48M +28,019 +33%
RJT
65
Raymond James Trust
Florida
$13.9M +$42.4K +341 +0.3%
Federated Hermes
66
Federated Hermes
Pennsylvania
$13.2M -$2.38M -19,170 -15%
AA
67
Advisory Alpha
Michigan
$13M -$168K -1,355 -1%
BWM
68
Baystate Wealth Management
Massachusetts
$12.7M +$1.07M +8,579 +9%
KKRC
69
Kohlberg Kravis Roberts & Co
New York
$12.5M
MIU
70
Man Investments (UK)
United Kingdom
$12.3M -$8.73M -70,325 -42%
UBS AM
71
UBS AM
Illinois
$12M
NG
72
NatWest Group
United Kingdom
$11.6M -$1.85M -14,900 -14%
WCM
73
Windsor Capital Management
Arizona
$11.2M +$70.7K +569 +0.6%
HCP
74
Holt Capital Partners
Texas
$11M +$691K +5,567 +7%
AFS
75
Aft Forsyth & Sober
Florida
$11M +$2.97M +23,891 +37%

JNK Hedge Fund Activity: Q2 2014 in Review

347 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2014, worth a combined $5.87B — up 7.1% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JNK positions and 28 closed out — a net gain of 5 holders — while 145 added to existing stakes and 122 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $81.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $72.3M.

  • 347 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2014, up from 345 in Q1 2014.
  • Funds reported $5.87B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2014 and 28 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2014 was BlackRock Advisors, an estimated $81.4M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2014 was Schroder Investment Management Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2014.