Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CCM
Clovis Capital Management’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
Clovis Capital Management’s Portfolio
MDY Stock Details
MDY Fund Activity
Bought
Maintained
Sold
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-450,000
Closed
-$114M
–
29
2015
Q4
$114M
Buy
+450,000
New
+$117M
29.86%
1
Other funds holding MDY
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Veritable
Wilmington, Delaware
$6.46B AUM
17.32%
1-Year Est. Return
LPL Financial
San Diego, California
$445B AUM
25.58%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$91.6B AUM
29.2%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$860B AUM
41.15%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$202B AUM
37.79%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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