Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
29 hedge funds and large institutions have $208M invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 3 closing their positions.
467% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 3
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
74% more capital invested
Capital invested by funds: $119M → $208M (+$88.3M)
16% more funds holding
Funds holding: 25 → 29 (+4)
2.58% more ownership
Funds ownership: 77.14% → 79.72% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$7.27M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.93M |
| 2 |
Bank of New York Mellon
New York
|
-$1.53M |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$52K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$28.5K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMII
26
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $38K | – | – | – |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $28K | +$2.43K | +92 | +10% |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $16K | +$15.9K | +600 | New |
|
|
AIG
29
American International Group
New York
| $15.8K | +$15.2K | +575 | New |
|
|
30
Bank of New York Mellon
New York
| – | -$1.53M | -59,269 | Closed |
|
|
PAS
31
Partnervest Advisory Services
Santa Barbara,
California
| – | -$52K | -2,000 | Closed |
|
|
32
Creative Planning
Overland Park,
Kansas
| – | -$23K | -883 | Closed |
|
DBEF Hedge Fund Activity: Q4 2013 in Review
29 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2013, worth a combined $208M — up 74% from $119M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DBEF positions and 3 closed out — a net gain of 4 holders — while 17 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.9M. The largest seller was Jane Street, cutting an estimated $3.93M.
- 29 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2013, up from 25 in Q3 2013.
- Funds reported $208M of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2013, up 74% quarter-over-quarter.
- 7 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2013 and 3 closed out, a net change of +4 holders.
- The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2013 was Morgan Stanley, an estimated $21.9M added.
- The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2013 was Jane Street, an estimated $3.93M sold.
Based on aggregated 13F filings for Q4 2013.