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State Street SPDR Bloomberg High Yield Bond ETF

397 hedge funds and large institutions have $9.56B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2016 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

59% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 113

11% more funds holding in top 10

Funds holding in top 10: 4449 (+5)

8% more capital invested

Capital invested by funds: $8.82B → $9.56B (+$744M)

4% more funds holding

Funds holding: 381397 (+16)

1.56% more ownership

Funds ownership: 24.42%25.98% (+1.6%)

33% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $48.6M

Holders
397
Holders Change
+16
Holders Change %
+4.2%
% of All Funds
10.59%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
1.31%
New
49
Increased
180
Reduced
113
Closed
30
Calls
$32.6M
Puts
$48.6M
Net Calls
-$16M
Net Calls Change
-$452M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Probity Advisors
Texas
$5.03M -$3.6M -33,048 -73%
NMC
127
Nine Masts Capital
Hong Kong
$5.02M -$170K -1,567 -3%
RJT
128
Raymond James Trust
Florida
$4.96M +$196K +1,802 +4%
Allianz Asset Management
129
Allianz Asset Management
Germany
$4.89M -$853K -7,844 -15%
BCI
130
Brinker Capital Investments
Pennsylvania
$4.89M +$779K +7,157 +19%
NC
131
NewSquare Capital
Pennsylvania
$4.71M +$1.07M +9,832 +30%
WT
132
Whittier Trust
California
$4.66M -$3.45M -31,704 -43%
BMM
133
Berkshire Money Management
Massachusetts
$4.45M -$3.46M -31,829 -44%
MFS
134
MSI Financial Services
Massachusetts
$4.42M +$62.2K +572 +1%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$4.17M -$299K -2,749 -7%
AI
136
Atria Investments
North Carolina
$4.14M +$4.09M +37,549 New
WC
137
Wexford Capital
Florida
$4.12M +$4.07M +37,383 New
Nomura Asset Management
138
Nomura Asset Management
Japan
$4.09M +$2.07M +19,000 +105%
Citigroup
139
Citigroup
New York
$4.04M -$81.2M -746,074 -95%
PCM
140
Palouse Capital Management
Washington
$3.75M +$118K +1,088 +3%
IA
141
IFP Advisors
Florida
$3.75M +$190K +1,744 +5%
WI
142
WBI Investments
New Jersey
$3.58M +$3.53M +32,453 New
AIP
143
Ameritas Investment Partners
Nebraska
$3.47M +$103K +947 +3%
Creative Planning
144
Creative Planning
Kansas
$3.28M -$5.22K -48 -0.2%
FEG
145
Financial Enhancement Group
Indiana
$3.24M +$324K +2,975 +11%
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$3.24M +$478K +4,390 +18%
AUIM
147
Aegon USA Investment Management
Iowa
$3.23M
DADC
148
D.A. Davidson & Co
Montana
$3.13M -$104K -959 -3%
SWP
149
Stratos Wealth Partners
Ohio
$3.1M +$216K +1,984 +8%
CCA
150
Clearwater Capital Advisors
Illinois
$3.06M +$307K +2,822 +11%

JNK Hedge Fund Activity: Q3 2016 in Review

397 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2016, worth a combined $9.56B — up 8.4% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JNK positions and 30 closed out — a net gain of 19 holders — while 180 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $281M. The largest seller was British Columbia Investment Management, cutting an estimated $197M.

  • 397 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2016, up from 381 in Q2 2016.
  • Funds reported $9.56B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2016, up 8.4% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2016 and 30 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2016 was BlackRock Advisors, an estimated $281M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2016 was British Columbia Investment Management, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2016.