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 $47M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
7% more funds holding
Funds holding: 29 → 31 (+2)
4% more capital invested
Capital invested by funds: $45M → $47M (+$1.94M)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $25K | +$14.4K | +282 | +136% |
|
|
TFA
27
Transamerica Financial Advisors
St. Petersburg,
Florida
| $16K | – | – | – |
|
|
WEC
28
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.2K | – | – | – |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | -$51 | -1 | -0.5% |
|
|
BCM
30
Brookstone Capital Management
Wheaton,
Illinois
| $4K | +$4.23K | +83 | New |
|
31
Jane Street
New York
| – | -$749K | -14,701 | Closed |
|
TUZ Hedge Fund Activity: Q3 2015 in Review
31 of the 3,582 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 2015, worth a combined $47M — up 4.3% from $45M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TUZ positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.1M. The largest seller was Freedom Investment Management, cutting an estimated $9.52M.
- 31 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q3 2015, up from 29 in Q2 2015.
- Funds reported $47M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q3 2015, up 4.3% quarter-over-quarter.
- 3 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q3 2015 and 1 closed out, a net change of +2 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q3 2015 was Wells Fargo, an estimated $11.1M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q3 2015 was Freedom Investment Management, an estimated $9.52M sold.
Based on aggregated 13F filings for Q3 2015.