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State Street SPDR Dow Jones Industrial Average ETF Trust

397 hedge funds and large institutions have $4.45B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

42% more capital invested

Capital invested by funds: $3.14B → $4.45B (+$1.31B)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

12% more funds holding

Funds holding: 355397 (+42)

5.86% more ownership

Funds ownership: 29.26%35.12% (+5.9%)

2% more call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.3B

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
397
Holders Change
+42
Holders Change %
+11.83%
% of All Funds
10.41%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.73%
New
76
Increased
109
Reduced
110
Closed
31
Calls
$2.35B
Puts
$2.3B
Net Calls
+$52.3M
Net Calls Change
+$514M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
126
Tufton Capital Management
Maryland
$1.95M +$136K +779 +7%
EDRH
127
Edmond de Rothschild Holding
Switzerland
$1.95M -$220K -1,260 -10%
MA
128
Montag & Associates
Georgia
$1.82M
NAM
129
Nichols Asset Management
Massachusetts
$1.77M
GB
130
Gunma Bank
Japan
$1.74M
ACM
131
Avalon Capital Management
California
$1.65M +$1.66M +9,500 New
ECM
132
ETrade Capital Management
Virginia
$1.6M +$14.2K +81 +0.9%
NB
133
NBT Bank
New York
$1.58M -$209K -1,195 -12%
Jane Street
134
Jane Street
New York
$1.57M +$683K +3,907 +76%
SHCM
135
Stokes & Hubbell Capital Management
Louisiana
$1.56M +$175 +1 +0%
MA
136
MUFG Americas
New York
$1.53M +$33.4K +191 +2%
IA
137
IFP Advisors
Florida
$1.5M +$1.51M +8,621 New
BWM
138
Bernicke Wealth Management
Wisconsin
$1.46M -$135K -771 -8%
CWP
139
Capital Wealth Planning
Florida
$1.46M -$397K -2,275 -21%
CPA
140
Capital Planning Advisors
California
$1.45M +$260K +1,490 +22%
GIA
141
GHP Investment Advisors
Colorado
$1.44M +$545K +3,121 +61%
Neuberger Berman Group
142
Neuberger Berman Group
New York
$1.41M +$8.73K +50 +0.6%
FHA
143
First Horizon Advisors
Tennessee
$1.38M -$3.49K -20 -0.3%
PRA
144
Parametric Risk Advisors
Connecticut
$1.36M
MAS
145
Madden Advisory Services
Florida
$1.35M
FHC
146
First Heartland Consultants
Missouri
$1.32M +$750K +4,295 +131%
CAN
147
Cetera Advisor Networks
California
$1.31M +$45.9K +263 +4%
MMA
148
Miracle Mile Advisors
California
$1.3M
Brown Advisory
149
Brown Advisory
Maryland
$1.3M +$366K +2,094 +39%
MLL
150
Moody Lynn & Lieberson
Massachusetts
$1.29M +$63.8K +365 +5%

DIA Hedge Fund Activity: Q4 2015 in Review

397 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2015, worth a combined $4.45B — up 42% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DIA positions and 31 closed out — a net gain of 45 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Bank of America, adding an estimated $249M. The largest seller was UBS Group, cutting an estimated $92.2M.

  • 397 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2015, up from 355 in Q3 2015.
  • Funds reported $4.45B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2015, up 42% quarter-over-quarter.
  • 76 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2015 and 31 closed out, a net change of +45 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2015 was Bank of America, an estimated $249M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2015 was UBS Group, an estimated $92.2M sold.

Based on aggregated 13F filings for Q4 2015.