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State Street SPDR Dow Jones Industrial Average ETF Trust

397 hedge funds and large institutions have $4.45B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

42% more capital invested

Capital invested by funds: $3.14B → $4.45B (+$1.31B)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

12% more funds holding

Funds holding: 355397 (+42)

5.86% more ownership

Funds ownership: 29.26%35.12% (+5.9%)

2% more call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.3B

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
397
Holders Change
+42
Holders Change %
+11.83%
% of All Funds
10.41%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.73%
New
76
Increased
109
Reduced
110
Closed
31
Calls
$2.35B
Puts
$2.3B
Net Calls
+$52.3M
Net Calls Change
+$514M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Nadler Financial Group
Illinois
$244K
SWA
302
SFMG Wealth Advisors
Texas
$244K
FUBT
303
First United Bank & Trust
Maryland
$244K +$4.37K +25 +2%
MFT
304
Moisand Fitzgerald Tamayo
Florida
$242K +$243K +1,389 New
VAM
305
Verity Asset Management
North Carolina
$241K +$242K +1,385 New
YP
306
Yellowstone Partners
Idaho
$239K -$9.08K -52 -4%
CFG
307
Citizens Financial Group
Rhode Island
$238K +$239K +1,370 New
EFS
308
Essex Financial Services
Connecticut
$235K
BTS
309
BB&T Securities
Virginia
$234K +$236K +1,350 New
BW
310
Bison Wealth
Georgia
$233K +$234K +1,339 New
FCI
311
Financial Counselors Inc
Kansas
$230K +$231K +1,320 New
JIP
312
Jaffetilchin Investment Partners
Florida
$227K -$831K -4,757 -78%
CA
313
Cullinan Associates
Kentucky
$226K
HF
314
Hoxton Financial
West Virginia
$226K
SIC
315
Salem Investment Counselors
North Carolina
$226K
BFA
316
Beaumont Financial Advisors
Massachusetts
$224K +$224K +1,285 New
NCM
317
Neumann Capital Management
California
$223K
BlackRock
318
BlackRock
New York
$211K +$212K +1,212 New
BB
319
Busey Bank
Illinois
$209K +$209K +1,199 New
BMM
320
Berkshire Money Management
Massachusetts
$204K +$205K +1,173 New
IC
321
Inverness Counsel
New York
$204K
FNBT
322
FineMark National Bank & Trust
Florida
$201K -$71.1K -407 -26%
ZF
323
Zhang Financial
Michigan
$201K +$202K +1,154 New
KHLMVGHM
324
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$200K +$91.5K +524 +84%
NSIM
325
North Star Investment Management
Illinois
$194K

DIA Hedge Fund Activity: Q4 2015 in Review

397 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2015, worth a combined $4.45B — up 42% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DIA positions and 31 closed out — a net gain of 45 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Bank of America, adding an estimated $249M. The largest seller was UBS Group, cutting an estimated $92.2M.

  • 397 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2015, up from 355 in Q3 2015.
  • Funds reported $4.45B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2015, up 42% quarter-over-quarter.
  • 76 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2015 and 31 closed out, a net change of +45 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2015 was Bank of America, an estimated $249M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2015 was UBS Group, an estimated $92.2M sold.

Based on aggregated 13F filings for Q4 2015.