State Street SPDR Bloomberg International Treasury Bond ETF
150 hedge funds and large institutions have $1.19B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 15 closing their positions.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
10% more funds holding
Funds holding: 136 → 150 (+14)
1.09% more ownership
Funds ownership: 119.08% → 120.17% (+1.1%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
18% less capital invested
Capital invested by funds: $1.44B → $1.19B (-$253M)
26% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 58
50% less call options, than puts
Call options by funds: $675K | Put options by funds: $1.36M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$48.7M |
| 2 |
AssetMark Inc
Concord,
California
|
+$43.7M |
| 3 |
CPS
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
+$28.1M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$28.1M |
| 5 |
GF
Gerstein Fisher
New York
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$131M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$48.5M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$46.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$40.3M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$27.3M |
BWX Hedge Fund Activity: Q4 2014 in Review
150 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2014, worth a combined $1.19B — down 18% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BWX positions and 15 closed out — a net gain of 15 holders — while 43 added to existing stakes and 58 trimmed.
The largest buyer was Windham Capital Management, adding an estimated $48.7M. The largest seller was Bank of America, cutting an estimated $131M.
- 150 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2014, up from 136 in Q3 2014.
- Funds reported $1.19B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2014, down 18% quarter-over-quarter.
- 30 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2014 and 15 closed out, a net change of +15 holders.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2014 was Windham Capital Management, an estimated $48.7M added.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2014 was Bank of America, an estimated $131M sold.
Based on aggregated 13F filings for Q4 2014.