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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

48 hedge funds and large institutions have $77.3M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

14% more funds holding

Funds holding: 4248 (+6)

6% more capital invested

Capital invested by funds: $72.6M → $77.3M (+$4.7M)

1.98% more ownership

Funds ownership: 37.64%39.62% (+2%)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
17
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JG
51
Jefferies Group
New York
-$429K -8,230 Closed
VAS
52
Valicenti Advisory Services
New York
-$209K -4,000 Closed
PP
53
Palladium Partners
Virginia
-$144K -2,765 Closed

MUNI Hedge Fund Activity: Q4 2013 in Review

48 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2013, worth a combined $77.3M — up 6.5% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MUNI positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $2.27M. The largest seller was Jane Street, exiting entirely with an estimated $1.37M sold.

  • 48 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2013, up from 42 in Q3 2013.
  • Funds reported $77.3M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2013, up 6.5% quarter-over-quarter.
  • 11 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2013 and 4 closed out, a net change of +7 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2013 was Bank of America, an estimated $2.27M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2013 was Jane Street, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2013.