PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
32 hedge funds and large institutions have $80.2M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more capital invested
Capital invested by funds: $47M → $80.2M (+$33.2M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
3% more funds holding
Funds holding: 31 → 32 (+1)
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.04M |
| 2 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$1.37M |
| 3 |
Goldman Sachs
New York
|
-$880K |
| 4 |
LPL Financial
San Diego,
California
|
-$868K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$777K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HDIM
26
Hanson & Doremus Investment Management
Burlington,
Vermont
| $28K | -$2.04K | -40 | -7% |
|
|
TFA
27
Transamerica Financial Advisors
St. Petersburg,
Florida
| $15K | +$51 | +1 | +0.3% |
|
|
WEC
28
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.1K | – | – | – |
|
29
Citigroup
New York
| $10K | -$15.2K | -299 | -61% |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $8K | -$1.07K | -21 | -11% |
|
|
31
Goldman Sachs
New York
| – | -$880K | -17,231 | Closed |
|
|
HCMT
32
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| – | -$31K | -600 | Closed |
|
|
BCM
33
Brookstone Capital Management
Wheaton,
Illinois
| – | -$4K | -83 | Closed |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| – | +$51 | +1 | New |
|
TUZ Hedge Fund Activity: Q4 2015 in Review
32 of the 3,812 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 2015, worth a combined $80.2M — up 71% from $47M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TUZ positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $32.6M. The largest seller was Wells Fargo, cutting an estimated $4.04M.
- 32 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q4 2015, up from 31 in Q3 2015.
- Funds reported $80.2M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q4 2015, up 71% quarter-over-quarter.
- 4 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q4 2015 and 3 closed out, a net change of +1 holder.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q4 2015 was Freedom Investment Management, an estimated $32.6M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q4 2015 was Wells Fargo, an estimated $4.04M sold.
Based on aggregated 13F filings for Q4 2015.