Pacholder High Yield
PHF
PHF was delisted on the 10th of July, 2017.
26 hedge funds and large institutions have $8.72M invested in Pacholder High Yield in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
26% more capital invested
Capital invested by funds: $6.92M → $8.72M (+$1.81M)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
4% more funds holding
Funds holding: 25 → 26 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$847K |
| 2 |
SCM
Saba Capital Management
New York
|
+$652K |
| 3 |
Morgan Stanley
New York
|
+$241K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$98K |
| 5 |
JCM
JD Capital Management
Darien,
Connecticut
|
+$97.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$200K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$84K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$20.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16.4K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$14.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
27
Creative Planning
Overland Park,
Kansas
| – | -$84K | -11,375 | Closed |
|
28
Bank of America
Charlotte,
North Carolina
| – | -$10K | -1,300 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$160 | -22 | -39% |
|
PHF Hedge Fund Activity: Q2 2015 in Review
26 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Pacholder High Yield (PHF) for Q2 2015, worth a combined $8.72M — up 26% from $6.92M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PHF positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was American International Group, adding an estimated $847K. The largest seller was Guggenheim Capital, cutting an estimated $200K.
- 26 institutional investors held Pacholder High Yield (PHF) as of Q2 2015, up from 25 in Q1 2015.
- Funds reported $8.72M of Pacholder High Yield stock for Q2 2015, up 26% quarter-over-quarter.
- 3 funds opened new Pacholder High Yield positions in Q2 2015 and 2 closed out, a net change of +1 holder.
- The largest Pacholder High Yield buyer in Q2 2015 was American International Group, an estimated $847K added.
- The largest Pacholder High Yield seller in Q2 2015 was Guggenheim Capital, an estimated $200K sold.
Based on aggregated 13F filings for Q2 2015.