PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
52 hedge funds and large institutions have $102M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 8 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $88.2M → $102M (+$13.5M)
4.88% more ownership
Funds ownership: 40.58% → 45.47% (+4.9%)
4% less funds holding
Funds holding: 54 → 52 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $494K
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$934K |
| 2 |
DD
Dominick & Dominick
New York
|
-$804K |
| 3 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$673K |
| 4 |
CC
Curian Capital
Denver,
Colorado
|
-$355K |
| 5 |
Goldman Sachs
New York
|
-$324K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $20K | – | – | – |
|
52
Envestnet Asset Management
Chicago,
Illinois
| $1K | – | – | – |
|
|
53
Goldman Sachs
New York
| – | -$324K | -6,068 | Closed |
|
|
CAN
54
Cetera Advisor Networks
El Segundo,
California
| – | -$289K | -5,400 | Closed |
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$259K | -4,837 | Closed |
|
|
DI
56
Dalton Investments
Las Vegas,
Nevada
| – | -$222K | -4,162 | Closed |
|
57
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$212K | -3,977 | Closed |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| – | -$15K | -289 | Closed |
|
|
WCM
59
Wealthcare Capital Management
Richmond,
Virginia
| – | -$10K | -190 | Closed |
|
60
Ameriprise
Minneapolis,
Minnesota
| – | -$4K | -73 | Closed |
|
61
Parallax Volatility Advisers
San Francisco,
California
| – | +$54 | +1 | New |
|
MUNI Hedge Fund Activity: Q4 2014 in Review
52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q4 2014, worth a combined $102M — up 15% from $88.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MUNI and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 25 added.
The largest buyer was Live Your Vision, adding an estimated $1.33M. The largest seller was Morgan Stanley, cutting an estimated $934K.
- 52 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q4 2014, down from 54 in Q3 2014.
- Funds reported $102M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q4 2014, up 15% quarter-over-quarter.
- 7 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q4 2014 and 8 closed out, a net change of -1 holder.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q4 2014 was Live Your Vision, an estimated $1.33M added.
- The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q4 2014 was Morgan Stanley, an estimated $934K sold.
Based on aggregated 13F filings for Q4 2014.