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State Street SPDR Dow Jones Industrial Average ETF Trust

366 hedge funds and large institutions have $5.44B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2014 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 22

46% more funds holding in top 10

Funds holding in top 10: 2435 (+11)

35% more capital invested

Capital invested by funds: $4.02B → $5.44B (+$1.42B)

19% more funds holding

Funds holding: 308366 (+58)

7.06% more ownership

Funds ownership: 34.14%41.2% (+7.1%)

4% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 104

20% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $2.18B

Holders
366
Holders Change
+58
Holders Change %
+18.83%
% of All Funds
9.76%
Holding in Top 10
35
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+45.83%
% of All Funds
0.93%
New
84
Increased
100
Reduced
104
Closed
22
Calls
$1.75B
Puts
$2.18B
Net Calls
-$437M
Net Calls Change
+$944M
Name Holding Trade Value Shares
Change
Change in
Stake
MB
26
Mizuho Bank
Japan
$26.7M -$78M -450,000 -75%
Northern Trust
27
Northern Trust
Illinois
$24.8M -$3.15M -18,158 -12%
PVH
28
Psagot Value Holdings
Israel
$24.7M -$1.4M -8,075 -5%
SAMT
29
Select Asset Management & Trust
Pennsylvania
$24.4M -$15.3M -88,210 -39%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$24.2M +$3.72M +21,469 +19%
NPC
31
National Planning Corporation
California
$21.2M -$293K -1,689 -1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$21.1M +$9.31M +53,764 +83%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$20.9M +$3.54M +20,443 +21%
BCI
34
Brinker Capital Investments
Pennsylvania
$20.3M -$10.5M -60,430 -35%
JT
35
Jump Trading
Illinois
$19.2M +$11.9M +68,563 +175%
MAA
36
Managed Account Advisors
New Jersey
$19M +$16.9M +97,745 +1,047%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$18.5M +$7.58M +43,725 +72%
KeyBank National Association
38
KeyBank National Association
Ohio
$18.2M -$47.6K -275 -0.3%
SFG
39
SNS Financial Group
Minnesota
$18M +$1.36M +7,857 +8%
UCFA
40
United Capital Financial Advisors
Texas
$17.8M +$97.7K +564 +0.6%
PAM
41
PVG Asset Management
Colorado
$16.8M +$16.4M +94,630 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$16.8M +$8.4M +48,485 +106%
SAS
43
Stelac Advisory Services
New York
$16M -$3.55M -20,463 -18%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$15.2M
CC
45
Curian Capital
Colorado
$15M +$3.04M +17,529 +26%
RJA
46
Raymond James & Associates
Florida
$14.5M +$2.22M +12,794 +19%
AIG
47
American International Group
New York
$14.5M +$11.9M +68,480 +535%
N
48
Nuveen
North Carolina
$14.2M +$3.46M +20,000 +33%
AIIMS
49
Analyst IMS Investment Management Services
Israel
$13.6M +$13.2M +76,337 New
CFS
50
Commonwealth Financial Services
West Virginia
$13.4M +$13.1M +75,402 New

DIA Hedge Fund Activity: Q4 2014 in Review

366 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2014, worth a combined $5.44B — up 35% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new DIA positions and 22 closed out — a net gain of 62 holders — while 100 added to existing stakes and 104 trimmed.

The largest buyer was Wells Fargo, adding an estimated $426M. The largest seller was Stadion Money Management, exiting entirely with an estimated $103M sold.

  • 366 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2014, up from 308 in Q3 2014.
  • Funds reported $5.44B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2014, up 35% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2014 and 22 closed out, a net change of +62 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2014 was Wells Fargo, an estimated $426M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2014 was Stadion Money Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2014.