Pacholder High Yield
PHF
PHF was delisted on the 10th of July, 2017.
22 hedge funds and large institutions have $3.79M invested in Pacholder High Yield in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less capital invested
Capital invested by funds: $3.9M → $3.79M (-$105K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$161K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$154K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$111K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$82.4K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$77.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$107K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$72K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$21.6K |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$7.85K |
| 5 |
LPL Financial
San Diego,
California
|
-$7.72K |
PHF Hedge Fund Activity: Q3 2014 in Review
22 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Pacholder High Yield (PHF) for Q3 2014, worth a combined $3.79M — down 2.7% from $3.9M a quarter earlier.
Fund positioning in PHF was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 5 trimmed.
The largest buyer was American International Group, adding an estimated $161K. The largest seller was Guggenheim Capital, cutting an estimated $107K.
- 22 institutional investors held Pacholder High Yield (PHF) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $3.79M of Pacholder High Yield stock for Q3 2014, down 2.7% quarter-over-quarter.
- 3 funds opened new Pacholder High Yield positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest Pacholder High Yield buyer in Q3 2014 was American International Group, an estimated $161K added.
- The largest Pacholder High Yield seller in Q3 2014 was Guggenheim Capital, an estimated $107K sold.
Based on aggregated 13F filings for Q3 2014.