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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
SF
326
Synovus Financial
Georgia
$192K
ACS
327
Archford Capital Strategies
Illinois
$182K +$9.96K +57 +6%
EDRS
328
Edmond de Rothschild (Suisse)
Switzerland
$175K -$19.2K -110 -10%
TWA
329
TCI Wealth Advisors
Arizona
$175K
KA
330
Klingman & Associates
New York
$145K -$2.97K -17 -2%
MWM
331
MinichMacGregor Wealth Management
New York
$144K +$140K +800 New
AF
332
Allworth Financial
California
$138K
CHC
333
City Holding Co
West Virginia
$130K
FNBSF
334
First National Bank Sioux Falls
South Dakota
$123K
FIB
335
First Interstate Bank
Montana
$110K
BWA
336
Burt Wealth Advisors
Maryland
$104K
PSUF
337
People's United Financial
Connecticut
$104K
BCM
338
Beck Capital Management
Texas
$103K +$103K +590 New
S
339
SignatureFD
Georgia
$102K
PSI
340
Pinnacle Summer Investments
Virginia
$100K -$118K -677 -54%
VNA
341
Valley National Advisers
Pennsylvania
$98K +$98.5K +564 New
ACM
342
Argentus Capital Management
Texas
$92K -$2.08M -11,903 -96%
KCPG
343
Kavar Capital Partners Group
Kansas
$86K
WAS
344
WESPAC Advisors SoCal
California
$86K +$87.3K +500 New
KHLMTHM
345
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$80K
WAM
346
Wealthspire Advisors (Maryland)
Maryland
$79K +$79K +452 New
CWM
347
Catamount Wealth Management
Connecticut
$70K
BCFS
348
Butensky & Cohen Financial Security
Florida
$69K -$1.75K -10 -2%
PG
349
Patten Group
Tennessee
$67.9K -$26.2K -150 -28%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$60K

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.