PIONEER INVESTMENT MANAGEMENT INC
Q1 2014 13F-HR Holdings
Net value change ($000)
+151,579
(0.6%)
New positions
77
Sold out positions
64
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| BAC | 179,244 | 361.7% |
| ICE | 86,512 | NEW |
| EXPRESS SCRIPTS HLDG CO | 79,799 | 53.1% |
| EMC | 74,150 | 46.1% |
| MSFT | 73,763 | 13.7% |
| *ING U S INC | 60,255 | 112.7% |
| HAL | 59,642 | 67.3% |
| NUS | 57,160 | 596.2% |
| WHR | 54,500 | NEW |
| PNC | 53,313 | 18.3% |
Top Reduces (Value $000, Stocks/ETFs)
| GS | -112,052 | -96.4% |
| AAPL | -94,454 | -13.8% |
| GREEN MOUNTAIN COFFE | -92,019 | -100.0% |
| CVX | -89,192 | -99.1% |
| VOD | -80,682 | -100.0% |
| GE | -72,290 | -33.8% |
| MA | -71,981 | -31.5% |
| Yahoo! Inc. | -70,995 | -40.5% |
| MO | -69,444 | -88.9% |
| COP | -68,329 | -40.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|