🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

PIMCO cut big position in Russia CDS by adding bonds in Q2

Published 08/30/2022, 12:32 AM
Updated 08/30/2022, 10:41 AM
© Reuters. FILE PHOTO: A Pacific Investment Management Co (PIMCO) sign is shown in Newport Beach, California August 4, 2015. REUTERS/Mike Blake

By Davide Barbuscia

NEW YORK (Reuters) -PIMCO's largest investment fund bought Russia government international bonds and hedged its position through credit default swaps (CDS) in the second quarter - the same quarter that Russia had a historic debt default, according to fund documents and Reuters calculations.

The trades by the U.S. bond giant, a large seller of Russia CDS which had been on the hook for a sizeable payout, were likely aimed at softening the blow of the default, according to a Russia debt investor source.

CDS derivatives work like an insurance against a borrower's default.

PIMCO added U.S. dollar-denominated Russian sovereign bonds worth around $520 million in notional value - the value of the bonds before any price fluctuations - to its $120 billion Income Fund's portfolio, according to Reuters calculations based on fund documents filed last week with the Securities and Exchange Commission.

In the same quarter, PIMCO also cut its outstanding "sell protection" CDS position, which was nearly $1 billion as of the end of March, to around $400 million by the end of June, according to Reuters calculations based on the filings.

The trades left PIMCO's net position on Russia unchanged but by cutting its CDS seller position PIMCO could reduce the risk of being delivered bonds that may depreciate significantly by the time CDS contracts are settled, said the investor source, speaking on condition of anonymity.

Buyers and sellers of CDS protection normally settle the contracts with either cash payments or by swapping the underlying defaulted bonds for the amount insured.

A PIMCO spokesperson declined to comment on the trades but said the Income Fund's total Russian external sovereign debt exposure, including bonds and Russian CDS, has gone down this year from a market value perspective.

It was $944 million at the end of last year, equivalent to 0.64% of the total market value of the fund, and declined to $357 million at the end of the second quarter, equivalent to 0.3% of the fund's total market value.

© Reuters. FILE PHOTO: A Pacific Investment Management Co (PIMCO) sign is shown in Newport Beach, California August 4, 2015. REUTERS/Mike Blake

Russian bonds have been trading at a deep discount since the country's invasion of Ukraine, but have gained value in recent weeks after the U.S. Treasury allowed U.S. investors to buy Russian securities in the secondary market and to participate in a CDS auction.

The rally could increase the market value position of PIMCO's Russian sovereign holdings. PIMCO bought nearly $300 million of Russia paper due in 2047 in the second quarter, the filings showed, and that position could have gone from about $70 million at the end of June to $130 million, according to Reuters calculations.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.