PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
98 hedge funds and large institutions have $916M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 14 closing their positions.
61% more capital inflows, than outflows
Capital inflows: $92.1M | Capital outflows: $57.2M
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
2% more funds holding
Funds holding: 96 → 98 (+2)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
34% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$17.3M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$13.9M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$10.6M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$5.09M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$19.4M |
| 2 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
-$6.89M |
| 3 |
AIM
Allen Investment Management
New York
|
-$5.88M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.46M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.3M |
STPZ Hedge Fund Activity: Q4 2014 in Review
98 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2014, worth a combined $916M — up 1.8% from $900M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new STPZ positions and 14 closed out — a net gain of 4 holders — while 25 added to existing stakes and 38 trimmed.
The largest buyer was Suntrust Banks, adding an estimated $17.3M. The largest seller was Curian Capital, cutting an estimated $19.4M.
- 98 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2014, up from 96 in Q3 2014.
- Funds reported $916M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2014, up 1.8% quarter-over-quarter.
- 18 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2014 and 14 closed out, a net change of +4 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2014 was Suntrust Banks, an estimated $17.3M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2014 was Curian Capital, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2014.