Pacholder High Yield
PHF
PHF was delisted on the 10th of July, 2017.
29 hedge funds and large institutions have $23.2M invested in Pacholder High Yield in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
7% more funds holding
Funds holding: 27 → 29 (+2)
7% more capital invested
Capital invested by funds: $21.7M → $23.2M (+$1.5M)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$3.29M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$207K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$166K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$114K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$53.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.14M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$962K |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$156K |
| 4 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$73.4K |
| 5 |
Citigroup
New York
|
-$67.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
BBPWM
28
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $6K | +$5.2K | +728 | New |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $4K | +$3.88K | +544 | New |
|
PHF Hedge Fund Activity: Q3 2016 in Review
29 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Pacholder High Yield (PHF) for Q3 2016, worth a combined $23.2M — up 6.9% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PHF positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Icon Advisers, adding an estimated $3.29M. The largest seller was Bulldog Investors, cutting an estimated $1.14M.
- 29 institutional investors held Pacholder High Yield (PHF) as of Q3 2016, up from 27 in Q2 2016.
- Funds reported $23.2M of Pacholder High Yield stock for Q3 2016, up 6.9% quarter-over-quarter.
- 3 funds opened new Pacholder High Yield positions in Q3 2016 and 1 closed out, a net change of +2 holders.
- The largest Pacholder High Yield buyer in Q3 2016 was Icon Advisers, an estimated $3.29M added.
- The largest Pacholder High Yield seller in Q3 2016 was Bulldog Investors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q3 2016.