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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
PSUF
376
People's United Financial
Connecticut
$119K
FNBT
377
FineMark National Bank & Trust
Florida
$118K
GBBWRPM
378
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$112K +$106K +562 New
CFS
379
Commonwealth Financial Services
West Virginia
$108K +$55.8K +296 +119%
RFA
380
Reilly Financial Advisors
California
$104K
VNA
381
Valley National Advisers
Pennsylvania
$103K -$8.48K -45 -8%
WAM
382
Wealthspire Advisors (Maryland)
Maryland
$102K +$10.6K +56 +12%
BL
383
Balentine LLC
Georgia
$99K
WAS
384
WESPAC Advisors SoCal
California
$98.8K
AWM
385
AllSquare Wealth Management
New York
$93K +$88.8K +471 New
KHLMTHM
386
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$91K
FAM
387
Foresters Asset Management
Ontario, Canada
$85K -$3.77K -20 -4%
PG
388
Patten Group
Tennessee
$78K
DBT
389
Dubuque Bank & Trust
Iowa
$75K
FMTCOCP
390
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73.1K +$69.8K +370 New
BCFS
391
Butensky & Cohen Financial Security
Florida
$67K -$2.83K -15 -4%
VCM
392
Vigilant Capital Management
Maine
$63K
OC
393
Oakworth Capital
Alabama
$57K
FCB
394
First Command Bank
Texas
$54K +$51.3K +272 New
FCFS
395
First Command Financial Services
Texas
$54K +$51.3K +272 New
EWM
396
Endurance Wealth Management
Rhode Island
$53K
FFC
397
First Financial Corp
Indiana
$52K
SWA
398
Sutton Wealth Advisors
Florida
$49.6K +$47.3K +251 New
WTB
399
Washington Trust Bank
Washington
$47K
KTC
400
Kistler-Tiffany Companies
Pennsylvania
$41K +$189 +1 +0.5%

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.