PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
93 hedge funds and large institutions have $768M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
2.63% more ownership
Funds ownership: 56.28% → 58.91% (+2.6%)
1% more funds holding
Funds holding: 92 → 93 (+1)
5% more capital invested
Capital invested by funds: $733M → $768M (+$35.1M)
32% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$14.2M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$11.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.29M |
| 5 |
Jane Street
New York
|
+$6.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$14.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.4M |
| 3 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$5.48M |
| 4 |
Morgan Stanley
New York
|
-$3.47M |
| 5 |
CC
Curian Capital
Denver,
Colorado
|
-$3.2M |
STPZ Hedge Fund Activity: Q1 2014 in Review
93 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2014, worth a combined $768M — up 4.8% from $733M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new STPZ positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 38 trimmed.
The largest buyer was TIAA CREF Trust, adding an estimated $14.2M. The largest seller was Allianz Asset Management, cutting an estimated $14.4M.
- 93 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2014, up from 92 in Q4 2013.
- Funds reported $768M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2014, up 4.8% quarter-over-quarter.
- 10 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2014 and 9 closed out, a net change of +1 holder.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2014 was TIAA CREF Trust, an estimated $14.2M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2014 was Allianz Asset Management, an estimated $14.4M sold.
Based on aggregated 13F filings for Q1 2014.