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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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$984K -$207K -1,744 -17%
CO
202
Caldwell & Orkin
Georgia
$981K +$1M +8,467 New
BHBT
203
Burke & Herbert Bank & Trust
Virginia
$970K -$72.3K -609 -7%
WCM
204
Weatherstone Capital Management
Colorado
$968K +$987K +8,316 New
EMA
205
Efficient Market Advisors
California
$947K -$417K -3,512 -30%
YMRC
206
Yorktown Management & Research Company
Virginia
$927K +$435K +3,667 +85%
CFG
207
CNO Financial Group
Indiana
$927K +$949K +8,000 New
SS
208
Simplicity Solutions
Minnesota
$906K +$928K +7,824 New
SC
209
Scotia Capital
Ontario, Canada
$885K -$41.6K -351 -4%
NA
210
Nottingham Advisors
New York
$867K +$882K +7,429 New
NFG
211
Next Financial Group
Texas
$849K -$155K -1,305 -15%
FA
212
FCG Advisors
New Jersey
$835K -$2.3M -19,366 -73%
MA
213
MUFG Americas
New York
$825K +$158K +1,334 +23%
SF
214
Synovus Financial
Georgia
$812K +$143K +1,202 +21%
BCI
215
Brinker Capital Investments
Pennsylvania
$799K +$73.1K +616 +10%
BCMIO
216
Beacon Capital Management Inc (Ohio)
Ohio
$777K +$1.19K +10 +0.1%
SPL
217
Smart Portfolios LLC
Washington
$763K -$2.64M -22,261 -77%
IA
218
Icon Advisers
Colorado
$737K +$756K +6,367 New
FHA
219
First Horizon Advisors
Tennessee
$734K -$3.32M -27,995 -82%
Simplex Trading
220
Simplex Trading
Illinois
$692K +$709K +5,975 New
CFA
221
Cahill Financial Advisors
Minnesota
$679K +$41.6K +351 +6%
WT
222
Whittier Trust
California
$678K -$246K -2,077 -26%
NC
223
Nicholas Company
Wisconsin
$675K +$554K +4,666 +400%
Nomura Asset Management
224
Nomura Asset Management
Japan
$673K +$168K +1,420 +33%
CFMC
225
Curbstone Financial Management Corp
New Hampshire
$672K

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.