Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
51 hedge funds and large institutions have $567M invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
222% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 9
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
24% more funds holding
Funds holding: 41 → 51 (+10)
21% more capital invested
Capital invested by funds: $470M → $567M (+$96.8M)
8.46% more ownership
Funds ownership: 77.05% → 85.51% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$34.6M |
| 2 |
SG Americas Securities
New York
|
+$11.1M |
| 3 |
GA
Geller Advisors
New York
|
+$8.25M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.78M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.51M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.01M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.42M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$477K |
| 5 |
Goldman Sachs
New York
|
-$227K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $9K | +$8.55K | +309 | New |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.42M | -51,443 | Closed |
|
|
FHC
53
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$477K | -17,278 | Closed |
|
DBEF Hedge Fund Activity: Q3 2014 in Review
51 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q3 2014, worth a combined $567M — up 21% from $470M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DBEF positions and 2 closed out — a net gain of 10 holders — while 29 added to existing stakes and 9 trimmed.
The largest buyer was Sand Hill Global Advisors, opening a new position worth an estimated $34.6M. The largest seller was Morgan Stanley, cutting an estimated $6.51M.
- 51 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q3 2014, up from 41 in Q2 2014.
- Funds reported $567M of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q3 2014, up 21% quarter-over-quarter.
- 12 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q3 2014 and 2 closed out, a net change of +10 holders.
- The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q3 2014 was Sand Hill Global Advisors, an estimated $34.6M added.
- The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q3 2014 was Morgan Stanley, an estimated $6.51M sold.
Based on aggregated 13F filings for Q3 2014.