Pacholder High Yield
PHF
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.
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: 20 → 23 (+3)
0.81% more ownership
Funds ownership: 1.85% → 2.66% (+0.81%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$520K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$151K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$138K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$97K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$27.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$70.3K |
| 2 |
Morgan Stanley
New York
|
-$16.4K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.47K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$8K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.61K |
PHF Hedge Fund Activity: Q4 2013 in Review
23 of the 3,459 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.