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State Street SPDR Bloomberg High Yield Bond ETF

476 hedge funds and large institutions have $9.87B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2017 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 168 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 48

7% more funds holding

Funds holding: 446476 (+30)

0.79% more ownership

Funds ownership: 25.93%26.72% (+0.79%)

0% less capital invested

Capital invested by funds: $9.87B → $9.87B (-$989K)

2% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 171

11% less funds holding in top 10

Funds holding in top 10: 4641 (-5)

96% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $64.6M

Holders
476
Holders Change
+30
Holders Change %
+6.73%
% of All Funds
10.8%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.93%
New
83
Increased
168
Reduced
171
Closed
48
Calls
$2.85M
Puts
$64.6M
Net Calls
-$61.8M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.49B +$774M +6,988,714 +106%
Bank of America
2
Bank of America
North Carolina
$599M +$24.8M +224,172 +4%
Wells Fargo
3
Wells Fargo
California
$597M +$20.4M +183,856 +4%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$554M +$43.5M +392,922 +8%
UBS Group
5
UBS Group
Switzerland
$552M +$17.4M +157,353 +3%
BlackRock
6
BlackRock
New York
$444M -$88.8M -801,575 -17%
AssetMark Inc
7
AssetMark Inc
California
$339M +$41.7M +376,712 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$308M -$52.6M -475,033 -15%
LPL Financial
9
LPL Financial
California
$256M +$24.9M +224,557 +11%
NSLI
10
Nan Shan Life Insurance
Taiwan
$233M
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$220M
TAIM
12
TD Ameritrade Investment Management
Nebraska
$193M +$6.98M +63,004 +4%
SEI Investments
13
SEI Investments
Pennsylvania
$185M -$5.96M -53,819 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$171M +$22.9M +206,678 +15%
Morgan Stanley
15
Morgan Stanley
New York
$163M +$34M +307,120 +26%
CCMG
16
Clark Capital Management Group
Pennsylvania
$158M +$15.4M +138,924 +11%
Goldman Sachs
17
Goldman Sachs
New York
$153M +$47.6M +429,665 +45%
RJA
18
Raymond James & Associates
Florida
$138M +$7.69M +69,415 +6%
GFPC
19
Global Financial Private Capital
Florida
$138M -$10.1M -90,927 -7%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$137M +$125M +1,132,233 +1,053%
PCA
21
Personal Capital Advisors
California
$123M +$13.7M +124,037 +13%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$105M +$3.15M +28,393 +3%
FA
23
FDx Advisors
Illinois
$98.7M -$19.8M -178,687 -17%
Ameriprise
24
Ameriprise
Minnesota
$85.7M -$49.1M -443,050 -36%
MFM
25
MD Financial Management
Ontario, Canada
$73M +$73.4M +662,465 New

JNK Hedge Fund Activity: Q4 2017 in Review

476 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2017, worth a combined $9.87B — down 0.01% from $9.87B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new JNK positions and 48 closed out — a net gain of 35 holders — while 168 added to existing stakes and 171 trimmed.

The largest buyer was State Street, adding an estimated $774M. The largest seller was Toews Corporation, cutting an estimated $128M.

  • 476 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2017, up from 446 in Q3 2017.
  • Funds reported $9.87B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2017, down 0.01% quarter-over-quarter.
  • 83 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2017 and 48 closed out, a net change of +35 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2017 was State Street, an estimated $774M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2017 was Toews Corporation, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2017.