State Street Blackstone Senior Loan ETF
SRLN
80 hedge funds and large institutions have $363M invested in State Street Blackstone Senior Loan ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
23% more capital invested
Capital invested by funds: $294M → $363M (+$68.9M)
9.25% more ownership
Funds ownership: 43.73% → 52.98% (+9.2%)
3% more funds holding
Funds holding: 78 → 80 (+2)
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$59.2M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$16.3M |
| 3 |
Morgan Stanley
New York
|
+$6.7M |
| 4 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$4.47M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.33M |
| 3 |
JG
Jefferies Group
New York
|
-$2.91M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.3M |
| 5 |
KC
Kingfisher Capital
Charlotte,
North Carolina
|
-$1.93M |
SRLN Hedge Fund Activity: Q3 2015 in Review
80 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2015, worth a combined $363M — up 23% from $294M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SRLN positions and 8 closed out — a net gain of 3 holders — while 30 added to existing stakes and 29 trimmed.
The largest buyer was Aviance Capital Management, opening a new position worth an estimated $59.2M. The largest seller was Wellington Management Group, exiting entirely with an estimated $11M sold.
- 80 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2015, up from 78 in Q2 2015.
- Funds reported $363M of State Street Blackstone Senior Loan ETF stock for Q3 2015, up 23% quarter-over-quarter.
- 11 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2015 and 8 closed out, a net change of +3 holders.
- The largest State Street Blackstone Senior Loan ETF buyer in Q3 2015 was Aviance Capital Management, an estimated $59.2M added.
- The largest State Street Blackstone Senior Loan ETF seller in Q3 2015 was Wellington Management Group, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2015.