State Street Blackstone Senior Loan ETF
SRLN
64 hedge funds and large institutions have $284M invested in State Street Blackstone Senior Loan ETF in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 2 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 2
243% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
73% more funds holding
Funds holding: 37 → 64 (+27)
40% more capital invested
Capital invested by funds: $204M → $284M (+$80.6M)
16.52% less ownership
Funds ownership: 70.61% → 54.09% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
+$18.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.5M |
| 3 |
Goldman Sachs
New York
|
+$13M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$9.26M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$15M |
| 2 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
-$9.81M |
| 3 |
Morgan Stanley
New York
|
-$6.34M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.65M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$480K |
SRLN Hedge Fund Activity: Q3 2013 in Review
64 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2013, worth a combined $284M — up 40% from $204M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SRLN positions and 2 closed out — a net gain of 28 holders — while 24 added to existing stakes and 7 trimmed.
The largest buyer was Weatherstone Capital Management, opening a new position worth an estimated $18.1M. The largest seller was Blackstone Inc, cutting an estimated $15M.
- 64 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2013, up from 37 in Q2 2013.
- Funds reported $284M of State Street Blackstone Senior Loan ETF stock for Q3 2013, up 40% quarter-over-quarter.
- 30 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2013 and 2 closed out, a net change of +28 holders.
- The largest State Street Blackstone Senior Loan ETF buyer in Q3 2013 was Weatherstone Capital Management, an estimated $18.1M added.
- The largest State Street Blackstone Senior Loan ETF seller in Q3 2013 was Blackstone Inc, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2013.