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PHF

Pacholder High Yield
PHF

Delisted

PHF was delisted on the 10th of July, 2017.

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20 hedge funds and large institutions have $1.93M invested in Pacholder High Yield in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

3% more capital invested

Capital invested by funds: $1.86M → $1.93M (+$62.8K)

9% less funds holding

Funds holding: 22 → 20 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$226K
2
U
UBS
Switzerland
+$7.89K
3
Morgan Stanley
Morgan Stanley
New York
+$5.29K
4
US Bancorp
US Bancorp
Minnesota
+$1.27K
5
LPL Financial
LPL Financial
California
+$575

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$55.3K
2
Nomura Holdings
Nomura Holdings
Japan
-$14K
3
AIG
American International Group
New York
-$1.69K
4
AAM
Advisors Asset Management
Colorado
-$1.39K
5
Wells Fargo
Wells Fargo
California
-$8
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$530K -$55.3K -6,534 -9%
WAM
2
Wolverine Asset Management
Illinois
$298K +$226K +26,682 +254%
RFC
3
Regions Financial Corp
Alabama
$165K – – –
U
4
UBS
Switzerland
$162K +$7.89K +933 +5%
SBH
5
Segall Bryant & Hamill
Illinois
$140K – – –
LPL Financial
6
LPL Financial
California
$108K +$575 +68 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$104K +$5.29K +626 +5%
Creative Planning
8
Creative Planning
Kansas
$98K – – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$95K +$508 +60 +0.5%
MFS
10
MSI Financial Services
Massachusetts
$52K – – –
US Bancorp
11
US Bancorp
Minnesota
$46K +$1.27K +150 +3%
AAM
12
Advisors Asset Management
Colorado
$28K -$1.39K -164 -5%
TCOV
13
Trust Company of Vermont
Vermont
$24K – – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$14K – – –
Bank of America
15
Bank of America
North Carolina
$13K – – –
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$12K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12K – – –
AIG
18
American International Group
New York
$9.85K -$1.69K -200 -14%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$8K – – –
WCM
20
Windsor Capital Management
Arizona
$8K – – –
Nomura Holdings
21
Nomura Holdings
Japan
– -$14K -1,676 Closed
Wells Fargo
22
Wells Fargo
California
– -$8 -1 Closed

PHF Hedge Fund Activity: Q3 2013 in Review

20 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Pacholder High Yield (PHF) for Q3 2013, worth a combined $1.93M — up 3.4% from $1.86M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PHF and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Wolverine Asset Management, adding an estimated $226K. The largest seller was Guggenheim Capital, cutting an estimated $55.3K.

  • 20 institutional investors held Pacholder High Yield (PHF) as of Q3 2013, down from 22 in Q2 2013.
  • Funds reported $1.93M of Pacholder High Yield stock for Q3 2013, up 3.4% quarter-over-quarter.
  • 0 funds opened new Pacholder High Yield positions in Q3 2013 and 2 closed out, a net change of -2 holders.
  • The largest Pacholder High Yield buyer in Q3 2013 was Wolverine Asset Management, an estimated $226K added.
  • The largest Pacholder High Yield seller in Q3 2013 was Guggenheim Capital, an estimated $55.3K sold.

Based on aggregated 13F filings for Q3 2013.