Pacholder High Yield
PHF
PHF was delisted on the 10th of July, 2017.
27 hedge funds and large institutions have $5.06M invested in Pacholder High Yield in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
33% more capital invested
Capital invested by funds: $3.79M → $5.06M (+$1.27M)
23% more funds holding
Funds holding: 22 → 27 (+5)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$819K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$639K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$173K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$119K |
| 5 |
Morgan Stanley
New York
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$103K |
| 2 |
LPL Financial
San Diego,
California
|
-$98K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$67.8K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$67.1K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$62.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $2K | +$1.94K | +255 | New |
|
|
BRWA
27
B. Riley Wealth Advisors
Boca Raton,
Florida
| $18 | +$18.3K | +2,407 | New |
|
|
VKH
28
Virtu KCG Holdings
New York
| – | -$103K | -13,108 | Closed |
|
|
29
LPL Financial
San Diego,
California
| – | -$98K | -12,568 | Closed |
|
PHF Hedge Fund Activity: Q4 2014 in Review
27 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Pacholder High Yield (PHF) for Q4 2014, worth a combined $5.06M — up 33% from $3.79M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PHF positions and 2 closed out — a net gain of 6 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was American International Group, adding an estimated $819K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $103K sold.
- 27 institutional investors held Pacholder High Yield (PHF) as of Q4 2014, up from 22 in Q3 2014.
- Funds reported $5.06M of Pacholder High Yield stock for Q4 2014, up 33% quarter-over-quarter.
- 8 funds opened new Pacholder High Yield positions in Q4 2014 and 2 closed out, a net change of +6 holders.
- The largest Pacholder High Yield buyer in Q4 2014 was American International Group, an estimated $819K added.
- The largest Pacholder High Yield seller in Q4 2014 was Virtu KCG Holdings, an estimated $103K sold.
Based on aggregated 13F filings for Q4 2014.