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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
Schroder Investment Management Group
76
Schroder Investment Management Group
United Kingdom
$9.68M -$1.42M -11,985 -13%
HI
77
Hudock Inc
Pennsylvania
$9.6M +$9.1M +76,661 +1,239%
Axa
78
Axa
France
$9.55M +$602K +5,070 +7%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$9.5M +$5.04M +42,478 +107%
US Bancorp
80
US Bancorp
Minnesota
$9.24M +$8.61M +72,560 +1,000%
EC
81
Estate Counselors
Wisconsin
$9.06M +$9.28M +78,200 New
PAG
82
Private Advisor Group
New Jersey
$8.96M +$2.75M +23,135 +43%
ECM
83
Exchange Capital Management
Michigan
$8.4M -$118K -992 -1%
Prudential Financial
84
Prudential Financial
New Jersey
$8.28M
Parallax Volatility Advisers
85
Parallax Volatility Advisers
California
$8.21M +$8.41M +70,894 New
First Trust Advisors
86
First Trust Advisors
Illinois
$7.71M -$21K -177 -0.3%
AAMU
87
AEGON Asset Management (UK)
United Kingdom
$6.97M +$7.14M +60,190 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$6.96M -$1.53M -12,925 -18%
FIM
89
Freedom Investment Management
Connecticut
$6.94M -$1.08M -9,074 -13%
NYLIM
90
New York Life Investment Management
New York
$6.83M +$447K +3,767 +7%
EVM
91
Eaton Vance Management
Massachusetts
$6.76M +$6.92M +58,333 New
RJT
92
Raymond James Trust
Florida
$6.74M -$5.74M -48,337 -45%
AT
93
Arden Trust
Delaware
$6.69M -$994K -8,374 -13%
VAM
94
Visionary Asset Management
Texas
$5.65M -$13.9M -117,225 -71%
BKBG
95
BHF Kleinwort Benson Group
Belgium
$5.65M +$40.7K +343 +0.7%
CG
96
Colony Group
Massachusetts
$5.52M -$1.05M -8,838 -16%
PFM
97
Phillips Financial Management
Indiana
$5.39M +$269K +2,267 +5%
EWMCB
98
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.39M +$5.52M +46,535 New
ClearBridge Investments
99
ClearBridge Investments
New York
$5.36M -$73.6K -620 -1%
TAT
100
TD Ameritrade Trust
Colorado
$5.3M +$147K +1,237 +3%

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.