PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
31 hedge funds and large institutions have $52M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 0 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
19% more funds holding
Funds holding: 26 → 31 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less capital invested
Capital invested by funds: $57.9M → $52M (-$5.94M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.79M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.17M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$994K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$512K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$8.65M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$495K |
| 4 |
Morgan Stanley
New York
|
-$414K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$360K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICM
26
ICC Capital Management
Orlando,
Florida
| $31K | – | – | – |
|
|
HDIM
27
Hanson & Doremus Investment Management
Burlington,
Vermont
| $30K | – | – | – |
|
|
WEC
28
Winslow Evans & Crocker
Boston,
Massachusetts
| $20.4K | +$20.4K | +400 | New |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $5K | +$4.84K | +95 | New |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | +$356 | +7 | +12% |
|
31
Citigroup
New York
| $2K | +$2.39K | +47 | New |
|
TUZ Hedge Fund Activity: Q3 2014 in Review
31 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) for Q3 2014, worth a combined $52M — down 10% from $57.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TUZ positions and 0 closed out — a net gain of 5 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.79M. The largest seller was Empirical Wealth Management, cutting an estimated $8.65M.
- 31 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q3 2014, up from 26 in Q2 2014.
- Funds reported $52M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q3 2014, down 10% quarter-over-quarter.
- 5 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q3 2014 and 0 closed out, a net change of +5 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q3 2014 was Jane Street, an estimated $1.79M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q3 2014 was Empirical Wealth Management, an estimated $8.65M sold.
Based on aggregated 13F filings for Q3 2014.