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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
BUB
326
BBVA USA Bancshares
Texas
$289K
WAS
327
Winch Advisory Services
Wisconsin
$284K +$131K +693 +93%
DLHL
328
Donald L. Hagan LLC
Florida
$277K
NFG
329
Nadler Financial Group
Illinois
$277K
KC
330
Kingfisher Capital
North Carolina
$276K -$634K -3,365 -71%
KHLMVGHM
331
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$276K
WSTAM
332
Wilbanks Smith & Thomas Asset Management
Virginia
$272K +$260K +1,378 New
AA
333
Ancora Advisors
Ohio
$268K +$255K +1,355 New
CCM
334
Coldstream Capital Management
Washington
$268K +$256K +1,359 New
HCIA
335
Hochman Cole Investment Advisors
Illinois
$264K +$252K +1,335 New
BC
336
Burney Company
Virginia
$263K +$251K +1,331 New
SIC
337
Salem Investment Counselors
North Carolina
$257K
AIP
338
Ahrens Investment Partners
Louisiana
$254K +$242K +1,285 New
NCM
339
Neumann Capital Management
California
$253K
PWAP
340
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$252K -$137K -724 -36%
ZF
341
Zhang Financial
Michigan
$247K
CCB
342
Cutter & Co Brokerage
Missouri
$244K -$97.7K -518 -30%
SFM
343
Signet Financial Management
New Jersey
$243K -$1.13M -6,000 -83%
CWM
344
Concert Wealth Management
California
$243K -$433K -2,297 -65%
AAS
345
Annex Advisory Services
Wisconsin
$242K -$65.4K -347 -22%
PIM
346
Penobscot Investment Management
Massachusetts
$241K -$28.3K -150 -11%
S
347
SignatureFD
Georgia
$241K +$40.5K +215 +21%
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
$240K +$230K +1,220 New
BFA
349
Beaumont Financial Advisors
Massachusetts
$238K -$15.1K -80 -6%
CA
350
Cullinan Associates
Kentucky
$237K -$18.9K -100 -8%

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.