PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
26 hedge funds and large institutions have $57.9M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
2% more capital invested
Capital invested by funds: $56.7M → $57.9M (+$1.18M)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
Top Sellers
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$5.97M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$1.2M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.19M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$436K |
| 5 |
LPL Financial
San Diego,
California
|
-$315K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | +$1.32K | +26 | +84% |
|
|
BCM
27
Bluefin Capital Management
New York
| – | -$1.2M | -24,106 | Closed |
|
28
Citigroup
New York
| – | -$20K | -400 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$10K | -200 | Closed |
|
TUZ Hedge Fund Activity: Q2 2014 in Review
26 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) for Q2 2014, worth a combined $57.9M — up 2.1% from $56.7M a quarter earlier.
Fund positioning in TUZ was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $6.55M. The largest seller was Empirical Wealth Management, cutting an estimated $5.97M.
- 26 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $57.9M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q2 2014, up 2.1% quarter-over-quarter.
- 3 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q2 2014 and 3 closed out, a net change of 0 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q2 2014 was Freedom Investment Management, an estimated $6.55M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q2 2014 was Empirical Wealth Management, an estimated $5.97M sold.
Based on aggregated 13F filings for Q2 2014.