PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
22 hedge funds and large institutions have $14.1M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 22 → 22 (0)
1.35% less ownership
Funds ownership: 28.81% → 27.46% (-1.3%)
16% less capital invested
Capital invested by funds: $16.7M → $14.1M (-$2.66M)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.33M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$573K |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$523K |
| 4 |
Morgan Stanley
New York
|
+$313K |
| 5 |
JG
Jefferies Group
New York
|
+$56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.97M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$902K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$768K |
| 4 |
AIM
Allen Investment Management
New York
|
-$359K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$138K |
TIPZ Hedge Fund Activity: Q4 2013 in Review
22 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2013, worth a combined $14.1M — down 16% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TIPZ positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $1.33M. The largest seller was Virtu KCG Holdings, cutting an estimated $1.97M.
- 22 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $14.1M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2013, down 16% quarter-over-quarter.
- 3 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2013 and 2 closed out, a net change of +1 holder.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2013 was Bank of America, an estimated $1.33M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2013 was Virtu KCG Holdings, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2013.