State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
37 hedge funds and large institutions have $196M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
23% more capital invested
Capital invested by funds: $160M → $196M (+$36.3M)
19.93% more ownership
Funds ownership: 59.97% → 79.9% (+20%)
9% more funds holding
Funds holding: 34 → 37 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$54.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$25M |
| 3 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
|
+$5M |
| 4 |
Morgan Stanley
New York
|
+$1.13M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$871K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Gerstein Fisher
New York
|
-$25.5M |
| 2 |
FA
FCG Advisors
Chatham,
New Jersey
|
-$5.68M |
| 3 |
Jane Street
New York
|
-$4.22M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$2.1M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$1.56M |
BWZ Hedge Fund Activity: Q4 2014 in Review
37 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2014, worth a combined $196M — up 23% from $160M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWZ positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Windham Capital Management, adding an estimated $54.1M. The largest seller was Gerstein Fisher, cutting an estimated $25.5M.
- 37 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2014, up from 34 in Q3 2014.
- Funds reported $196M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2014, up 23% quarter-over-quarter.
- 8 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2014 and 4 closed out, a net change of +4 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2014 was Windham Capital Management, an estimated $54.1M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2014 was Gerstein Fisher, an estimated $25.5M sold.
Based on aggregated 13F filings for Q4 2014.