State Street Blackstone Senior Loan ETF
SRLN
74 hedge funds and large institutions have $326M invested in State Street Blackstone Senior Loan ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 14 closing their positions.
5% more capital invested
Capital invested by funds: $309M → $326M (+$16.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.88% less ownership
Funds ownership: 55.24% → 53.36% (-1.9%)
6% less funds holding
Funds holding: 79 → 74 (-5)
17% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 29
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$10.9M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$6.03M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.18M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$9.87M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.41M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$2.23M |
| 4 |
GCM
Grisanti Capital Management
New York
|
-$2.04M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$1.7M |
SRLN Hedge Fund Activity: Q1 2015 in Review
74 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2015, worth a combined $326M — up 5.4% from $309M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SRLN and 11 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 24 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $10.9M. The largest seller was Credit Suisse, cutting an estimated $9.87M.
- 74 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2015, down from 79 in Q4 2014.
- Funds reported $326M of State Street Blackstone Senior Loan ETF stock for Q1 2015, up 5.4% quarter-over-quarter.
- 11 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2015 and 14 closed out, a net change of -3 holders.
- The largest State Street Blackstone Senior Loan ETF buyer in Q1 2015 was Wellington Management Group, an estimated $10.9M added.
- The largest State Street Blackstone Senior Loan ETF seller in Q1 2015 was Credit Suisse, an estimated $9.87M sold.
Based on aggregated 13F filings for Q1 2015.