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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
HNB
101
Huntington National Bank
Ohio
$3.51M
ASN
102
Advisory Services Network
Georgia
$3.48M -$1.32M -7,631 -28%
DT
103
Diversified Trust
Tennessee
$3.4M +$3.31M +19,102 New
FPCM
104
Financial Partners Capital Management
New York
$3.37M +$1.56M +9,016 +91%
BPC
105
Banque Pictet & Cie
Switzerland
$3.28M -$86.6K -500 -3%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$3.19M +$758K +4,373 +32%
QA
107
Quantitative Advantage
Minnesota
$2.98M +$2.91M +16,781 New
BWM
108
Bernicke Wealth Management
Wisconsin
$2.74M +$2.67M +15,406 New
US Bancorp
109
US Bancorp
Minnesota
$2.69M +$29.1K +168 +1%
GWM
110
Greenwich Wealth Management
Connecticut
$2.65M -$49.4K -285 -2%
EP
111
Edgestream Partners
New Jersey
$2.59M -$6.51M -37,574 -72%
AF
112
Aldebaran Financial
$2.58M -$478K -2,758 -16%
Millennium Management
113
Millennium Management
New York
$2.52M +$2.46M +14,183 New
BTS
114
BB&T Securities
Virginia
$2.52M +$31.9K +184 +15%
Bessemer Group
115
Bessemer Group
New Jersey
$2.51M -$509K -2,936 -17%
JIC
116
Johnson Investment Counsel
Ohio
$2.47M -$303K -1,750 -11%
HR
117
Howe & Rusling
New York
$2.44M -$2.6K -15 -0.1%
NB
118
NBT Bank
New York
$2.44M -$131K -758 -5%
B
119
Baird
Wisconsin
$2.43M +$2.37M +13,663 New
CT
120
CMT Trading
Illinois
$2.39M +$2.33M +13,442 New
ACM
121
Ashford Capital Management
Delaware
$2.39M +$1.41M +8,165 +155%
KWMG
122
King Wealth Management Group
Florida
$2.35M +$1.96M +11,305 +589%
NAM
123
NTV Asset Management
West Virginia
$2.33M +$34.6K +200 +2%
SCM
124
Southport Capital Management
Tennessee
$2.32M -$3.46K -20 -0.2%
PAS
125
Partnervest Advisory Services
California
$2.31M -$74.7K -431 -3%

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.