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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

140 hedge funds and large institutions have $1.11B invested in SPDR Bloomberg Convertible Securities ETF in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
140
Holders Change
+25
Holders Change %
+21.74%
% of All Funds
4.07%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
39
Increased
71
Reduced
17
Closed
12
Calls
$589K
Puts
$645K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$224M
2
QI
2
QS Investors
New York
$58.8M
3
WCM
3
Weatherstone Capital Management
Colorado
$20.3M
4
Bank of America
4
Bank of America
North Carolina
$89.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$135M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$10.7M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$4.48M
4
AUIM
4
Aegon USA Investment Management
Iowa
$51.8M
5
HIM
5
Hanlon Investment Management
New Jersey
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
RFS
151
Rockefeller Financial Services
New York
– – -2,500 Closed
GH
152
GAM Holding
Switzerland
– – -2,500 Closed
MCM
153
Manchester Capital Management
Vermont
– – -350 Closed
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
– – -294 Closed
MA
155
MCF Advisors
Kentucky
– – -50 Closed
3 4 5 6
7