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State Street SPDR Dow Jones Industrial Average ETF Trust

384 hedge funds and large institutions have $3.61B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.16B | Put options by funds: $1.91B

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

5% less capital invested

Capital invested by funds: $3.8B → $3.61B (-$188M)

2% less funds holding

Funds holding: 390384 (-6)

3.39% less ownership

Funds ownership: 32.29%28.9% (-3.4%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

34% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 143

Holders
384
Holders Change
-6
Holders Change %
-1.54%
% of All Funds
10.25%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
30
Increased
95
Reduced
143
Closed
29
Calls
$2.16B
Puts
$1.91B
Net Calls
+$253M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$9.66M +$72.3K +394 +0.8%
SAM
52
Summit Asset Management
Tennessee
$8.89M -$140K -762 -2%
RFS
53
Rockefeller Financial Services
New York
$8.88M
AG
54
Advisor Group
Arizona
$8.58M +$1.79M +9,759 +26%
M&T Bank
55
M&T Bank
New York
$8.31M +$85K +463 +1%
MCM
56
Murphy Capital Management
New Jersey
$7.74M -$1.32M -7,176 -14%
PH
57
Pinnacle Holdings
Oklahoma
$7.53M -$427K -2,324 -5%
Twin Tree Management
58
Twin Tree Management
Texas
$7.53M +$7.56M +41,186 New
VIA
59
Vantage Investment Advisors
Pennsylvania
$7.42M -$1.02M -5,566 -12%
ONB
60
Old National Bancorp
Indiana
$7.38M -$845K -4,600 -10%
ANTB
61
AMG National Trust Bank
Colorado
$7.19M +$116K +630 +2%
BCM
62
Bluefin Capital Management
New York
$7.1M +$7.13M +38,828 New
MBTD
63
Mechanics Bank - Trust Department
California
$6.94M +$6.97M +37,952 New
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$6.53M +$4.77M +26,000 +268%
Jane Street
65
Jane Street
New York
$6.47M +$2.57M +13,988 +65%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$6.39M -$2.95M -16,060 -31%
LSA
67
L & S Advisors
California
$6.38M -$859K -4,676 -12%
STMM
68
South Texas Money Management
Texas
$6.3M +$63.2K +344 +1%
WTC
69
WhitTier Trust Company
Nevada
$5.99M -$156K -851 -3%
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$5.72M -$413K -2,250 -7%
ABTD
71
Arvest Bank Trust Division
Oklahoma
$5.59M +$252K +1,373 +5%
IWA
72
Intercontinental Wealth Advisors
Texas
$5.56M -$229K -1,245 -4%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$5.46M -$1.72M -9,383 -24%
BA
74
Birinyi Associates
Connecticut
$5.38M -$1.64M -8,951 -23%
BMC
75
Benin Management Corp
Connecticut
$5.12M -$2.09M -11,400 -29%

DIA Hedge Fund Activity: Q3 2016 in Review

384 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2016, worth a combined $3.61B — down 5% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DIA positions and 29 closed out — a net gain of 1 holder — while 95 added to existing stakes and 143 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $293M. The largest seller was Citigroup, cutting an estimated $234M.

  • 384 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2016, down from 390 in Q2 2016.
  • Funds reported $3.61B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2016, down 5% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2016 and 29 closed out, a net change of +1 holder.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2016 was Goldman Sachs, an estimated $293M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2016 was Citigroup, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2016.