We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

445 hedge funds and large institutions have $4.74B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 135 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 25

31% more capital invested

Capital invested by funds: $3.61B → $4.74B (+$1.12B)

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

21% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 112

16% more funds holding

Funds holding: 384445 (+61)

3.49% more ownership

Funds ownership: 28.9%32.39% (+3.5%)

7% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $1.88B

Holders
445
Holders Change
+61
Holders Change %
+15.89%
% of All Funds
11.13%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.75%
New
94
Increased
135
Reduced
112
Closed
25
Calls
$1.75B
Puts
$1.88B
Net Calls
-$122M
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
276
RegentAtlantic Capital
New Jersey
$435K
HFS
277
HL Financial Services
Kentucky
$427K +$15.1K +80 +4%
IFAM
278
Institutional & Family Asset Management
Colorado
$425K +$177K +939 +77%
WI
279
Wintrust Investments
Illinois
$424K +$404K +2,145 New
HSA
280
HBK Sorce Advisory
Pennsylvania
$420K -$3.77K -20 -0.9%
IWMPD
281
Integrated Wealth Management (Palm Desert)
California
$413K -$182K -967 -32%
FPCM
282
Financial Partners Capital Management
New York
$410K +$391K +2,076 New
EWA
283
EP Wealth Advisors
California
$409K -$138K -731 -26%
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$395K -$7.54K -40 -2%
DMC
285
Drexel Morgan & Co
Pennsylvania
$395K
DCM
286
Donaldson Capital Management
Indiana
$389K -$15.3K -81 -4%
PFPT
287
Pinnacle Financial Partners (Tennessee)
Tennessee
$389K
UBWV
288
United Bank (West Virginia)
West Virginia
$384K
CL
289
CIM LLC
New York
$383K
CC
290
Cadinha & Co
Hawaii
$378K -$30M -159,157 -99%
BFC
291
Blue Fin Capital
Rhode Island
$369K +$60K +318 +20%
WP
292
WealthSource Partners
California
$365K +$348K +1,848 New
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$363K -$943 -5 -0.3%
FIB
294
First Interstate Bank
Montana
$360K
OSNBOA
295
Old Second National Bank of Aurora
Illinois
$358K
FUBT
296
First United Bank & Trust
Maryland
$356K +$2.83K +15 +0.8%
IIA
297
IPG Investment Advisors
California
$355K +$127K +675 +60%
CIA
298
Capital Investment Advisors
Georgia
$354K +$4.9K +26 +1%
GWM
299
Geneos Wealth Management
Colorado
$348K
MIC
300
Meridian Investment Counsel
California
$348K +$189 +1 +0.1%

DIA Hedge Fund Activity: Q4 2016 in Review

445 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2016, worth a combined $4.74B — up 31% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DIA positions and 25 closed out — a net gain of 69 holders — while 135 added to existing stakes and 112 trimmed.

The largest buyer was Churchill Management, adding an estimated $217M. The largest seller was Nomura Holdings, cutting an estimated $96.6M.

  • 445 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2016, up from 384 in Q3 2016.
  • Funds reported $4.74B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2016, up 31% quarter-over-quarter.
  • 94 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2016 and 25 closed out, a net change of +69 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2016 was Churchill Management, an estimated $217M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2016 was Nomura Holdings, an estimated $96.6M sold.

Based on aggregated 13F filings for Q4 2016.