We are live on ! Find out more
JNK icon

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
DSC
176
Duncker Streett & Co
Missouri
$1.42M -$224K -1,886 -13%
LS
177
Lattice Strategies
Pennsylvania
$1.4M -$1.11M -9,344 -44%
LNC
178
Lincoln National Corp
Pennsylvania
$1.39M +$666K +5,609 +88%
OIA
179
Optimum Investment Advisors
Illinois
$1.37M -$139K -1,171 -9%
ECM
180
ETrade Capital Management
Virginia
$1.35M +$55.7K +469 +4%
SPC
181
Sigma Planning Corp
Michigan
$1.32M +$1.35M +11,415 New
BHB
182
Bank Hapoalim BM
Israel
$1.32M
KWMG
183
King Wealth Management Group
Florida
$1.31M -$193K -1,629 -13%
NC
184
NewSquare Capital
Pennsylvania
$1.3M +$61.7K +520 +5%
SWP
185
Stratos Wealth Partners
Ohio
$1.27M +$1.3M +10,942 New
Fisher Asset Management
186
Fisher Asset Management
Washington
$1.26M -$3.68K -31 -0.3%
RIA
187
Regal Investment Advisors
Michigan
$1.23M +$120K +1,012 +10%
BUB
188
BBVA USA Bancshares
Texas
$1.22M +$11.4K +96 +0.9%
CAL
189
Capital Analysts LLC
Pennsylvania
$1.16M +$103K +864 +9%
Janus Henderson Group
190
Janus Henderson Group
United Kingdom
$1.16M
MAS
191
Madden Advisory Services
Florida
$1.15M -$30K -253 -2%
ICAS
192
Investors Capital Advisory Services
Massachusetts
$1.13M -$666K -5,610 -37%
GT
193
Glenview Trust
Kentucky
$1.12M +$1.15M +9,657 New
WPW
194
Waldron Private Wealth
Pennsylvania
$1.09M +$407K +3,433 +58%
IH
195
IFC Holdings
Florida
$1.08M +$54.3K +458 +5%
AI
196
Atria Investments
North Carolina
$1.07M -$258K -2,178 -19%
TAL
197
TIG Advisors LLC
New York
$1.03M +$1.06M +8,933 New
CAN
198
Cetera Advisor Networks
California
$1.01M +$220K +1,850 +27%
BPC
199
Banque Pictet & Cie
Switzerland
$1.01M +$138K +1,167 +15%
SAM
200
SignalPoint Asset Management
Missouri
$1M +$194K +1,631 +23%

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.