Pacholder High Yield
PHF
PHF was delisted on the 10th of July, 2017.
26 hedge funds and large institutions have $32.3M invested in Pacholder High Yield in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
21% more capital invested
Capital invested by funds: $26.8M → $32.3M (+$5.5M)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4% less funds holding
Funds holding: 27 → 26 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.03M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$1.12M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$585K |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$437K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$356K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.75M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$282K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$154K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$86K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$76K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $3K | +$769 | +100 | +33% |
|
|
TJHA
27
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$154K | -21,390 | Closed |
|
|
28
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$76K | -10,501 | Closed |
|
|
BBPWM
29
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$6K | -728 | Closed |
|
PHF Hedge Fund Activity: Q1 2017 in Review
26 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Pacholder High Yield (PHF) for Q1 2017, worth a combined $32.3M — up 21% from $26.8M a quarter earlier.
Fund positioning in PHF was balanced in Q1 2017: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 5 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.03M. The largest seller was Advisor Group, cutting an estimated $1.75M.
- 26 institutional investors held Pacholder High Yield (PHF) as of Q1 2017, down from 27 in Q4 2016.
- Funds reported $32.3M of Pacholder High Yield stock for Q1 2017, up 21% quarter-over-quarter.
- 3 funds opened new Pacholder High Yield positions in Q1 2017 and 3 closed out, a net change of 0 holders.
- The largest Pacholder High Yield buyer in Q1 2017 was Sit Investment Associates, an estimated $3.03M added.
- The largest Pacholder High Yield seller in Q1 2017 was Advisor Group, an estimated $1.75M sold.
Based on aggregated 13F filings for Q1 2017.