We are live on ! Find out more
JNK icon

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
Wells Fargo
1
Wells Fargo
California
$641M -$13M -104,684 -2%
Bank of America
2
Bank of America
North Carolina
$509M +$20.7M +166,646 +4%
State Street
3
State Street
Massachusetts
$459M -$858K -6,911 -0.2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276M +$19M +152,710 +7%
AUIM
5
Aegon USA Investment Management
Iowa
$210M -$7.98M -64,250 -4%
LPL Financial
6
LPL Financial
California
$203M -$3.43M -27,590 -2%
Morgan Stanley
7
Morgan Stanley
New York
$191M +$3.21M +25,833 +2%
BA
8
BlackRock Advisors
Delaware
$159M +$81.4M +655,204 +107%
U
9
UBS
Switzerland
$156M +$39.7M +319,409 +34%
ACM
10
Aviance Capital Management
Florida
$117M +$46.3M +372,987 +66%
WI
11
WBI Investments
New Jersey
$107M +$8.71M +70,105 +9%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$99.9M +$6.87M +55,310 +7%
Creative Planning
13
Creative Planning
Kansas
$96.6M +$11.9M +96,107 +14%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$93M +$4.95M +39,834 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$83.5M -$58.8M -473,786 -42%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$82.3M +$9.13M +73,532 +13%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$81M +$246K +1,983 +0.3%
MAA
18
Managed Account Advisors
New Jersey
$76.8M +$28.9M +233,037 +61%
CCMG
19
Clark Capital Management Group
Pennsylvania
$74M +$2.96M +23,870 +4%
RJA
20
Raymond James & Associates
Florida
$71.9M +$3.36M +27,044 +5%
Goldman Sachs
21
Goldman Sachs
New York
$67.7M +$3.92M +31,590 +6%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$66.7M -$15.4M -123,933 -19%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$65.2M +$1.75M +14,129 +3%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$64.5M -$72.3M -582,261 -53%
SCM
25
Saba Capital Management
New York
$56.1M +$55.6M +448,069 New

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.