PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
80 hedge funds and large institutions have $746M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 5 closing their positions.
680% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 5
271% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 7
70% more funds holding
Funds holding: 47 → 80 (+33)
50% more capital invested
Capital invested by funds: $496M → $746M (+$250M)
3.75% more ownership
Funds ownership: 85.77% → 89.51% (+3.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$118M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$43.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$21.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.1M |
| 5 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$10.4M |
| 2 |
JP Morgan Chase
New York
|
-$5.28M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$2.48M |
| 4 |
Jane Street
New York
|
-$1.91M |
| 5 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
-$1.81M |
LONZ Hedge Fund Activity: Q4 2024 in Review
80 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q4 2024, worth a combined $746M — up 50% from $496M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new LONZ positions and 5 closed out — a net gain of 34 holders — while 26 added to existing stakes and 7 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $118M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $10.4M.
- 80 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q4 2024, up from 47 in Q3 2024.
- Funds reported $746M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q4 2024, up 50% quarter-over-quarter.
- 39 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q4 2024 and 5 closed out, a net change of +34 holders.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q4 2024 was Allianz Asset Management, an estimated $118M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2024.