PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
54 hedge funds and large institutions have $88.2M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
8% more funds holding
Funds holding: 50 → 54 (+4)
7% more capital invested
Capital invested by funds: $82.7M → $88.2M (+$5.51M)
1.02% more ownership
Funds ownership: 39.56% → 40.58% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $502K
Top Buyers
| 1 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$1.08M |
| 2 |
Jane Street
New York
|
+$1.04M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.02M |
| 4 |
FM
Foster & Motley
Cincinnati,
Ohio
|
+$947K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$660K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $20K | -$30.8K | -578 | -61% |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| $15K | +$15.4K | +289 | New |
|
|
WCM
53
Wealthcare Capital Management
Richmond,
Virginia
| $10K | +$10.1K | +190 | New |
|
54
Ameriprise
Minneapolis,
Minnesota
| $4K | – | – | – |
|
55
Envestnet Asset Management
Chicago,
Illinois
| $1K | – | – | – |
|
|
PNAA
56
Pictet North America Advisors
Geneva 73,
Switzerland
| – | -$341K | -6,400 | Closed |
|
57
Bank of New York Mellon
New York
| – | -$299K | -5,621 | Closed |
|
58
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$220K | -4,141 | Closed |
|
|
EFS
59
Essex Financial Services
Essex,
Connecticut
| – | -$219K | -2,155 | Closed |
|
MUNI Hedge Fund Activity: Q3 2014 in Review
54 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q3 2014, worth a combined $88.2M — up 6.7% from $82.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MUNI positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Johnson Investment Counsel, opening a new position worth an estimated $1.08M. The largest seller was Royal Bank of Canada, cutting an estimated $726K.
- 54 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q3 2014, up from 50 in Q2 2014.
- Funds reported $88.2M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q3 2014, up 6.7% quarter-over-quarter.
- 8 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q3 2014 and 4 closed out, a net change of +4 holders.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q3 2014 was Johnson Investment Counsel, an estimated $1.08M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q3 2014 was Royal Bank of Canada, an estimated $726K sold.
Based on aggregated 13F filings for Q3 2014.