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 $79.1M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 30 → 32 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
17% less capital invested
Capital invested by funds: $94.8M → $79.1M (-$15.7M)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.01M |
| 2 |
Jane Street
New York
|
+$1.44M |
| 3 |
LPL Financial
San Diego,
California
|
+$817K |
| 4 |
Bank of New York Mellon
New York
|
+$297K |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$239K |
Top Sellers
TUZ Hedge Fund Activity: Q4 2016 in Review
32 of the 4,000 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 2016, worth a combined $79.1M — down 17% from $94.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TUZ positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.01M. The largest seller was Freedom Investment Management, cutting an estimated $14.2M.
- 32 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q4 2016, up from 30 in Q3 2016.
- Funds reported $79.1M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q4 2016, down 17% quarter-over-quarter.
- 5 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q4 2016 and 3 closed out, a net change of +2 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q4 2016 was Ladenburg Thalmann Financial Services, an estimated $2.01M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q4 2016 was Freedom Investment Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2016.