ISHARES TR MSCI ACWI EX US UTILITIES ETF
AXUT
AXUT was delisted on the 25th of March, 2014.
7 hedge funds and large institutions have $1.87M invested in ISHARES TR MSCI ACWI EX US UTILITIES ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
11% more capital invested
Capital invested by funds: $1.67M → $1.87M (+$192K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$517K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$210K |
| 3 |
Morgan Stanley
New York
|
+$26.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$480K |
| 2 |
LPL Financial
San Diego,
California
|
-$26.6K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$9K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$1.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $614K | -$480K | -10,847 | -44% |
|
|
CIA
2
Choate Investment Advisors
Boston,
Massachusetts
| $492K | +$517K | +11,675 | New |
|
|
3
LPL Financial
San Diego,
California
| $360K | -$26.6K | -600 | -7% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $350K | +$210K | +4,737 | +146% |
|
|
5
Morgan Stanley
New York
| $26K | +$26.7K | +603 | New |
|
|
U
6
UBS
Zurich,
Switzerland
| $14K | -$1.77K | -40 | -11% |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| $9K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| – | -$9K | -200 | Closed |
|
AXUT Hedge Fund Activity: Q4 2013 in Review
7 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ISHARES TR MSCI ACWI EX US UTILITIES ETF (AXUT) for Q4 2013, worth a combined $1.87M — up 11% from $1.67M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AXUT positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $517K. The largest seller was Jane Street, cutting an estimated $480K.
- 7 institutional investors held ISHARES TR MSCI ACWI EX US UTILITIES ETF (AXUT) as of Q4 2013, up from 6 in Q3 2013.
- Funds reported $1.87M of ISHARES TR MSCI ACWI EX US UTILITIES ETF stock for Q4 2013, up 11% quarter-over-quarter.
- 2 funds opened new ISHARES TR MSCI ACWI EX US UTILITIES ETF positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest ISHARES TR MSCI ACWI EX US UTILITIES ETF buyer in Q4 2013 was Choate Investment Advisors, an estimated $517K added.
- The largest ISHARES TR MSCI ACWI EX US UTILITIES ETF seller in Q4 2013 was Jane Street, an estimated $480K sold.
Based on aggregated 13F filings for Q4 2013.