State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
209 hedge funds and large institutions have $3.26B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 25 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 60
32% more capital invested
Capital invested by funds: $2.46B → $3.26B (+$797M)
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
6.61% more ownership
Funds ownership: 61.56% → 68.16% (+6.6%)
3% more funds holding
Funds holding: 203 → 209 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$575M |
| 2 |
Neuberger Berman Group
New York
|
+$127M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$45.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.4M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$54.3M |
| 2 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$35.5M |
| 3 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$26.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$23.6M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$20.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIM
226
BlackRock Investment Management
Wilmington,
Delaware
| – | -$31.3K | -1,074 | -100% |
|
227
Allianz Asset Management
Munich,
Germany
| – | -$29K | -1,000 | Closed |
|
|
BRWA
228
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$22 | -766 | Closed |
|
|
CFSG
229
Community Financial Services Group
Newport,
Vermont
| – | -$14K | -500 | Closed |
|
|
KA
230
Klingman & Associates
New York
| – | -$14K | -490 | Closed |
|
|
BPBT
231
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$13K | -454 | Closed |
|
|
NPC
232
National Planning Corporation
El Segundo,
California
| – | -$8.52K | -295 | Closed |
|
|
CP
233
Corbenic Partners
Bethlehem,
Pennsylvania
| – | -$4K | -145 | Closed |
|
|
NMIS
234
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$1K | -39 | Closed |
|
SJNK Hedge Fund Activity: Q1 2015 in Review
209 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) for Q1 2015, worth a combined $3.26B — up 32% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SJNK positions and 25 closed out — a net gain of 8 holders — while 85 added to existing stakes and 60 trimmed.
The largest buyer was Creative Planning, adding an estimated $575M. The largest seller was Aviance Capital Management, cutting an estimated $54.3M.
- 209 institutional investors held State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) as of Q1 2015, up from 203 in Q4 2014.
- Funds reported $3.26B of State Street SPDR Bloomberg Short Term High Yield Bond ETF stock for Q1 2015, up 32% quarter-over-quarter.
- 33 funds opened new State Street SPDR Bloomberg Short Term High Yield Bond ETF positions in Q1 2015 and 25 closed out, a net change of +8 holders.
- The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF buyer in Q1 2015 was Creative Planning, an estimated $575M added.
- The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF seller in Q1 2015 was Aviance Capital Management, an estimated $54.3M sold.
Based on aggregated 13F filings for Q1 2015.