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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
GBBWRPM
351
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$60K +$60.6K +347 New
VCM
352
Vigilant Capital Management
Maine
$56K
OC
353
Oakworth Capital
Alabama
$52K
AssetMark Inc
354
AssetMark Inc
California
$52K +$51.9K +297 New
EWM
355
Endurance Wealth Management
Rhode Island
$50K
CCS
356
Crosspoint Capital Strategies
California
$50K +$49.3K +282 New
HI
357
Hudock Inc
Pennsylvania
$48K
FAM
358
Formidable Asset Management
Ohio
$46K
MBT
359
Monroe Bank & Trust
Michigan
$42K
WTB
360
Washington Trust Bank
Washington
$42K
PFBT
361
Parkside Financial Bank & Trust
Missouri
$36K
KTC
362
Kistler-Tiffany Companies
Pennsylvania
$35K +$175 +1 +0.5%
BIM
363
BlackRock Investment Management
Delaware
$35K +$21K +120 +150%
WIC
364
Woodmont Investment Counsel
Tennessee
$33K
AOWM
365
Alpha Omega Wealth Management
Virginia
$27K +$27.6K +158 New
WP
366
WealthPLAN Partners
Nebraska
$26.2K +$78.6K +450 New
CFA
367
Carroll Financial Associates
North Carolina
$26K
CG
368
Colony Group
Massachusetts
$26K
N
369
Nuveen
North Carolina
$24.4K -$3.49M -20,000 -13%
CB
370
Community Bank
New York
$23K +$22.7K +130 New
AFP
371
Ausdal Financial Partners
Iowa
$22K +$22K +126 New
AC
372
Alexandria Capital
Virginia
$21K
DRS
373
Deane Retirement Strategies
Louisiana
$21K
MIM
374
Macroview Investment Management
Maryland
$21K
UFA
375
US Financial Advisors
Massachusetts
$19K +$18.9K +108 New

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.