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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
VAM
76
Verity Asset Management
North Carolina
$6.54M +$6.37M +36,787 New
VIA
77
Vantage Investment Advisors
Pennsylvania
$6.41M +$124K +718 +2%
MCM
78
Murphy Capital Management
New Jersey
$6.33M +$381K +2,197 +7%
CA
79
Commerzbank Aktiengesellschaft
Germany
$6.13M -$51.6M -297,763 -90%
SS
80
Simplicity Solutions
Minnesota
$6.01M +$5.85M +33,787 New
BCM
81
Bluefin Capital Management
New York
$5.72M +$5.57M +32,165 New
VKH
82
Virtu KCG Holdings
New York
$5.55M +$5.12M +29,573 +1,843%
FHC
83
First Heartland Consultants
Missouri
$5.14M +$4.49M +25,893 +856%
ECML
84
Eagle Capital Management (Louisiana)
Louisiana
$5.04M -$5.54K -32 -0.1%
WT
85
Whittier Trust
California
$5.03M -$240K -1,387 -5%
SPC
86
Sigma Planning Corp
Michigan
$4.88M +$4.75M +27,424 New
STMM
87
South Texas Money Management
Texas
$4.79M +$169K +977 +4%
CPA
88
Capital Planning Advisors
California
$4.69M +$4.57M +26,362 New
ANTB
89
AMG National Trust Bank
Colorado
$4.63M -$111K -639 -2%
MA
90
MUFG Americas
New York
$4.5M -$112K -645 -2%
TIM
91
Tortoise Investment Management
New York
$4.47M
11A
92
10-15 Associates
New York
$4.47M -$1.09M -6,303 -20%
CA
93
Cetera Advisors
Colorado
$4.33M +$2.65M +15,293 +170%
VFS
94
VSR Financial Services
Kansas
$4.19M +$2.87M +16,543 +236%
PAG
95
Private Advisor Group
New Jersey
$4.1M +$3.07M +17,711 +333%
PSW
96
Portfolio Strategies (Washington)
Washington
$4.01M +$3.9M +22,530 New
ABTD
97
Arvest Bank Trust Division
Oklahoma
$3.96M +$117K +675 +3%
Creative Planning
98
Creative Planning
Kansas
$3.95M +$76.4K +441 +2%
BIM
99
Bridgecreek Investment Management
Oklahoma
$3.89M +$3.53M +20,380 +1,382%
Two Sigma Investments
100
Two Sigma Investments
New York
$3.72M -$72.1M -416,423 -95%

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.