PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
25 hedge funds and large institutions have $54.3M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
14% more funds holding
Funds holding: 22 → 25 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
39% less capital invested
Capital invested by funds: $89.3M → $54.3M (-$35M)
Top Buyers
Top Sellers
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$23.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.67M |
| 3 |
Morgan Stanley
New York
|
-$5.49M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.73M |
| 5 |
Jane Street
New York
|
-$2.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$2.64M | -51,928 | Closed |
|
|
NPC
27
National Planning Corporation
El Segundo,
California
| – | -$352K | -6,926 | Closed |
|
|
BCM
28
Bluefin Capital Management
New York
| – | -$200K | -4,686 | Closed |
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$232K | -4,558 | Closed |
|
|
MA
30
MCF Advisors
Covington,
Kentucky
| – | -$6K | -110 | Closed |
|
TUZ Hedge Fund Activity: Q4 2013 in Review
25 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) for Q4 2013, worth a combined $54.3M — down 39% from $89.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TUZ positions and 5 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Private Trust Company, opening a new position worth an estimated $2.89M. The largest seller was Freedom Investment Management, cutting an estimated $23.6M.
- 25 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q4 2013, up from 22 in Q3 2013.
- Funds reported $54.3M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q4 2013, down 39% quarter-over-quarter.
- 8 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q4 2013 and 5 closed out, a net change of +3 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q4 2013 was Private Trust Company, an estimated $2.89M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q4 2013 was Freedom Investment Management, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2013.