Pacholder High Yield
PHF
PHF was delisted on the 10th of July, 2017.
22 hedge funds and large institutions have $3.9M invested in Pacholder High Yield in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% more funds holding
Funds holding: 21 → 22 (+1)
3% more capital invested
Capital invested by funds: $3.77M → $3.9M (+$128K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$490K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$138K |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$65.8K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$21.1K |
| 5 |
Morgan Stanley
New York
|
+$17.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$808K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$33.4K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$26.6K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$25K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$8K |
PHF Hedge Fund Activity: Q2 2014 in Review
22 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Pacholder High Yield (PHF) for Q2 2014, worth a combined $3.9M — up 3.4% from $3.77M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PHF positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $490K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $808K sold.
- 22 institutional investors held Pacholder High Yield (PHF) as of Q2 2014, up from 21 in Q1 2014.
- Funds reported $3.9M of Pacholder High Yield stock for Q2 2014, up 3.4% quarter-over-quarter.
- 3 funds opened new Pacholder High Yield positions in Q2 2014 and 2 closed out, a net change of +1 holder.
- The largest Pacholder High Yield buyer in Q2 2014 was Advisors Asset Management, an estimated $490K added.
- The largest Pacholder High Yield seller in Q2 2014 was Wolverine Asset Management, an estimated $808K sold.
Based on aggregated 13F filings for Q2 2014.