Pacholder High Yield
PHF
PHF was delisted on the 10th of July, 2017.
21 hedge funds and large institutions have $3.77M invested in Pacholder High Yield in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
39% more capital invested
Capital invested by funds: $2.71M → $3.77M (+$1.06M)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
9% less funds holding
Funds holding: 23 → 21 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$630K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$489K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$182K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$64.9K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$30K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$148K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$136K |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$95K |
| 4 |
Morgan Stanley
New York
|
-$35.1K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | +$16 | +2 | New |
|
PHF Hedge Fund Activity: Q1 2014 in Review
21 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Pacholder High Yield (PHF) for Q1 2014, worth a combined $3.77M — up 39% from $2.71M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PHF and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Guggenheim Capital, adding an estimated $630K. The largest seller was TFS Capital, exiting entirely with an estimated $148K sold.
- 21 institutional investors held Pacholder High Yield (PHF) as of Q1 2014, down from 23 in Q4 2013.
- Funds reported $3.77M of Pacholder High Yield stock for Q1 2014, up 39% quarter-over-quarter.
- 3 funds opened new Pacholder High Yield positions in Q1 2014 and 5 closed out, a net change of -2 holders.
- The largest Pacholder High Yield buyer in Q1 2014 was Guggenheim Capital, an estimated $630K added.
- The largest Pacholder High Yield seller in Q1 2014 was TFS Capital, an estimated $148K sold.
Based on aggregated 13F filings for Q1 2014.