State Street SPDR Bloomberg Convertible Securities ETF
478 hedge funds and large institutions have $4.01B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 154 increasing their positions, 152 reducing their positions, and 25 closing their positions.
336% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 25
41% more funds holding in top 10
Funds holding in top 10: 27 → 38 (+11)
37% more capital invested
Capital invested by funds: $2.94B → $4.01B (+$1.08B)
20% more funds holding
Funds holding: 399 → 478 (+79)
2.34% more ownership
Funds ownership: 57.38% → 59.73% (+2.3%)
1% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 152
73% less call options, than puts
Call options by funds: $6.2M | Put options by funds: $23.3M
Top Buyers
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$90.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$53.7M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$50.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$27.8M |
| 5 |
SG Americas Securities
New York
|
+$25.9M |
Top Sellers
CWB Hedge Fund Activity: Q4 2020 in Review
478 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q4 2020, worth a combined $4.01B — up 37% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new CWB positions and 25 closed out — a net gain of 84 holders — while 154 added to existing stakes and 152 trimmed.
The largest buyer was Bessemer Group, adding an estimated $90.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $27M sold.
- 478 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q4 2020, up from 399 in Q3 2020.
- Funds reported $4.01B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q4 2020, up 37% quarter-over-quarter.
- 109 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q4 2020 and 25 closed out, a net change of +84 holders.
- The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q4 2020 was Bessemer Group, an estimated $90.3M added.
- The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q4 2020 was Horizon Investments, an estimated $27M sold.
Based on aggregated 13F filings for Q4 2020.