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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
Fidelity Investments
126
Fidelity Investments
Massachusetts
$2.23M +$60.1K +347 +3%
KHLMVGHM
127
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$2.11M +$2.05M +11,853 New
Walleye Trading
128
Walleye Trading
New York
$2.05M -$7.93M -45,797 -80%
PFG
129
Pacific Financial Group
Washington
$2.04M +$14K +81 +0.7%
ICOA
130
Investment Centers of America
North Dakota
$2M -$35.3K -204 -2%
KC
131
Kingfisher Capital
North Carolina
$1.96M -$111K -643 -6%
MA
132
Montag & Associates
Georgia
$1.87M
Fisher Asset Management
133
Fisher Asset Management
Washington
$1.85M +$1.8M +10,414 New
SC
134
Scotia Capital
Ontario, Canada
$1.83M +$1.53M +8,808 +589%
MFS
135
MSI Financial Services
Massachusetts
$1.81M +$866K +4,997 +96%
NAM
136
Nichols Asset Management
Massachusetts
$1.81M -$9.53K -55 -0.5%
TCM
137
Tufton Capital Management
Maryland
$1.8M +$65.3K +377 +4%
Fiera Capital (Canada)
138
Fiera Capital (Canada)
Quebec, Canada
$1.78M
CL
139
CPWM LLC
Washington
$1.73M +$8.14K +47 +0.5%
OFS
140
Orrstown Financial Services
Pennsylvania
$1.69M -$188K -1,086 -10%
IFWM
141
Institute for Wealth Management
Colorado
$1.68M -$331K -1,908 -17%
AA
142
Alesco Advisors
New York
$1.65M -$1.75M -10,122 -52%
ECM
143
ETrade Capital Management
Virginia
$1.65M -$3.81K -22 -0.2%
Stifel Financial
144
Stifel Financial
Missouri
$1.64M -$826K -4,770 -34%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$1.63M -$136K -785 -8%
AIM
146
Advantage Investment Management
Iowa
$1.58M +$1.54M +8,904 New
MLL
147
Moody Lynn & Lieberson
Massachusetts
$1.5M
FHA
148
First Horizon Advisors
Tennessee
$1.48M -$6.24K -36 -0.4%
1SB
149
1ST Source Bank
Indiana
$1.47M
Jane Street
150
Jane Street
New York
$1.46M +$993K +5,731 +230%

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.