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CXA

SPDR NUVEEN BARCLAYS CALIF MUN BD ETF

Delisted

CXA was delisted on the 24th of August, 2016.

19 hedge funds and large institutions have $37.3M invested in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 2019 (-1)

24% less capital invested

Capital invested by funds: $48.9M → $37.3M (-$11.7M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.8M -$7.11M -320,384 -25%
U
2
UBS
Switzerland
$3.56M -$369K -16,636 -10%
WT
3
Whittier Trust
California
$2.67M -$415K -18,690 -14%
CS
4
Credit Suisse
Switzerland
$2.06M +$549K +24,741 +38%
Bank of America
5
Bank of America
North Carolina
$1.63M -$942K -42,445 -37%
Citigroup
6
Citigroup
New York
$1.48M +$1.44M +65,063 +130,126%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$714K +$375K +16,889 +116%
Comerica Bank
8
Comerica Bank
Texas
$546K -$466K -21,000 -47%
RJA
9
Raymond James & Associates
Florida
$538K -$63.6K -2,864 -11%
CC
10
Curian Capital
Colorado
$466K +$41.9K +1,886 +10%
Wells Fargo
11
Wells Fargo
California
$453K +$126K +5,678 +40%
LPL Financial
12
LPL Financial
California
$422K -$111K -5,016 -21%
BIT
13
BlackRock Institutional Trust
California
$223K +$217K +9,784 New
BCI
14
Brinker Capital Investments
Pennsylvania
$222K +$49K +2,207 +29%
LG
15
Laidlaw Group
New York
$206K +$201K +9,040 New
Barclays
16
Barclays
United Kingdom
$176K -$152K -6,850 -46%
EMA
17
Efficient Market Advisors
California
$68K
PAS
18
Partnervest Advisory Services
California
$7K
AIG
19
American International Group
New York
$4.55K
Jane Street
20
Jane Street
New York
-$5.42M -243,475 Closed
MFS
21
MSI Financial Services
Massachusetts
-$295K -13,262 Closed
PAM
22
Panagora Asset Management
Massachusetts
-$106K -4,749 Closed

CXA Hedge Fund Activity: Q3 2013 in Review

19 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) for Q3 2013, worth a combined $37.3M — down 24% from $48.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CXA and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.

The largest buyer was Citigroup, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $7.11M.

  • 19 institutional investors held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) as of Q3 2013, down from 20 in Q2 2013.
  • Funds reported $37.3M of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF stock for Q3 2013, down 24% quarter-over-quarter.
  • 2 funds opened new SPDR NUVEEN BARCLAYS CALIF MUN BD ETF positions in Q3 2013 and 3 closed out, a net change of -1 holder.
  • The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF buyer in Q3 2013 was Citigroup, an estimated $1.44M added.
  • The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF seller in Q3 2013 was Morgan Stanley, an estimated $7.11M sold.

Based on aggregated 13F filings for Q3 2013.