PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
85 hedge funds and large institutions have $668M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 11 closing their positions.
58% more capital invested
Capital invested by funds: $423M → $668M (+$246M)
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
11.34% more ownership
Funds ownership: 40.27% → 51.61% (+11%)
2% more funds holding
Funds holding: 83 → 85 (+2)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$190M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
+$17.5M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$11.6M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$9.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$6.27M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$4.93M |
| 3 |
MIM
Macroview Investment Management
Bethesda,
Maryland
|
-$2.51M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.86M |
| 5 |
I
IberiaBank
Lafayette,
Louisiana
|
-$1.1M |
STPZ Hedge Fund Activity: Q3 2013 in Review
85 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2013, worth a combined $668M — up 58% from $423M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new STPZ positions and 11 closed out — a net gain of 4 holders — while 29 added to existing stakes and 26 trimmed.
The largest buyer was Suntrust Banks, adding an estimated $190M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $6.27M sold.
- 85 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2013, up from 83 in Q2 2013.
- Funds reported $668M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2013, up 58% quarter-over-quarter.
- 15 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2013 and 11 closed out, a net change of +4 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2013 was Suntrust Banks, an estimated $190M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2013 was Allianz Asset Management, an estimated $6.27M sold.
Based on aggregated 13F filings for Q3 2013.