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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
BOS
151
Bingham Osborn & Scarborough
California
$1.44M -$191K -1,105 -12%
PRA
152
Parametric Risk Advisors
Connecticut
$1.39M
MAS
153
Madden Advisory Services
Florida
$1.38M
OC
154
Oppenheimer & Co
New York
$1.38M +$132K +764 +11%
RCM
155
Rotella Capital Management
Washington
$1.37M +$208K +1,200 +18%
BAC
156
Boys Arnold & Co
North Carolina
$1.33M
M
157
MOTCO
Texas
$1.31M -$56.3K -325 -4%
PIA
158
Peachtree Investment Advisors
Georgia
$1.27M +$6.76K +39 +0.6%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$1.23M -$526K -3,037 -31%
MCM
160
MAI Capital Management
Ohio
$1.21M +$1.18M +6,795 New
PI
161
Placemark Investments
Illinois
$1.21M -$430K -2,483 -27%
WJA
162
Williams Jones & Associates
New York
$1.2M
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$1.18M +$108K +623 +10%
CWM
164
Concert Wealth Management
California
$1.09M -$208K -1,198 -16%
NIA
165
Northstar Investment Advisors
Colorado
$1.09M +$1.06M +6,130 New
CWP
166
Capital Wealth Planning
Florida
$1.08M +$1.06M +6,100 New
TAM
167
Tocqueville Asset Management
New York
$1.08M +$1.06M +6,100 New
PAI
168
Pittenger & Anderson Inc
Nebraska
$1.08M -$8.66K -50 -0.8%
PAMG
169
Patton Albertson Miller Group
Tennessee
$1.06M -$244K -1,410 -19%
GW
170
GW & Wade
Massachusetts
$1.05M +$1.02M +5,905 New
CA
171
Cambridge Advisors
Nebraska
$1.04M +$1.01M +5,850 New
IPC
172
Independent Portfolio Consultants
Florida
$1.03M +$1.01M +5,819 New
TD Asset Management
173
TD Asset Management
Ontario, Canada
$1.03M +$537K +3,100 +115%
EHPM
174
Emery Howard Portfolio Management
California
$1.03M -$10.6K -61 -1%
NCM
175
Narwhal Capital Management
Georgia
$1.02M

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.