We are live on ! Find out more
PHF

Pacholder High Yield

Delisted

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

23 hedge funds and large institutions have $2.71M invested in Pacholder High Yield in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

41% more capital invested

Capital invested by funds: $1.93M → $2.71M (+$783K)

15% more funds holding

Funds holding: 2023 (+3)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
Wolverine Asset Management
Illinois
$801K +$520K +64,860 +174%
GC
2
Guggenheim Capital
Illinois
$544K +$27.8K +3,462 +5%
RFC
3
Regions Financial Corp
Alabama
$162K
TC
4
TFS Capital
Pennsylvania
$148K +$151K +18,893 New
SBH
5
Segall Bryant & Hamill
Illinois
$137K
VKH
6
Virtu KCG Holdings
New York
$136K +$138K +17,276 New
LPL Financial
7
LPL Financial
California
$117K +$7.51K +937 +7%
Creative Planning
8
Creative Planning
Kansas
$96K
MIG
9
Mariner Investment Group
New York
$95K +$97K +12,100 New
U
10
UBS
Switzerland
$89K -$70.3K -8,770 -44%
Morgan Stanley
11
Morgan Stanley
New York
$85K -$16.4K -2,041 -16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$84K -$8.47K -1,057 -9%
MFS
13
MSI Financial Services
Massachusetts
$51K
US Bancorp
14
US Bancorp
Minnesota
$44K
AAM
15
Advisors Asset Management
Colorado
$27K -$505 -63 -2%
TCOV
16
Trust Company of Vermont
Vermont
$24K
Bank of America
17
Bank of America
North Carolina
$13K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$13K
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$12K
AIG
20
American International Group
New York
$9.64K
WCM
21
Windsor Capital Management
Arizona
$8K
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$8K +$8.02K +1,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6K -$5.61K -700 -47%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
-$8K -1,000 Closed

PHF Hedge Fund Activity: Q4 2013 in Review

23 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Pacholder High Yield (PHF) for Q4 2013, worth a combined $2.71M — up 41% from $1.93M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PHF positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $520K. The largest seller was UBS, cutting an estimated $70.3K.

  • 23 institutional investors held Pacholder High Yield (PHF) as of Q4 2013, up from 20 in Q3 2013.
  • Funds reported $2.71M of Pacholder High Yield stock for Q4 2013, up 41% quarter-over-quarter.
  • 4 funds opened new Pacholder High Yield positions in Q4 2013 and 1 closed out, a net change of +3 holders.
  • The largest Pacholder High Yield buyer in Q4 2013 was Wolverine Asset Management, an estimated $520K added.
  • The largest Pacholder High Yield seller in Q4 2013 was UBS, an estimated $70.3K sold.

Based on aggregated 13F filings for Q4 2013.