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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
CL
151
CPWM LLC
Washington
$1.28M +$175 +1 +0%
OFS
152
Orrstown Financial Services
Pennsylvania
$1.27M -$74.2K -425 -6%
M
153
MOTCO
Texas
$1.22M -$13.6K -78 -1%
PMFA
154
Plante Moran Financial Advisors
Michigan
$1.21M
Sumitomo Mitsui Trust Group
155
Sumitomo Mitsui Trust Group
Japan
$1.2M -$5.85M -33,500 -83%
BOS
156
Bingham Osborn & Scarborough
California
$1.2M -$33.9K -194 -3%
EMA
157
Efficient Market Advisors
California
$1.19M +$1.2M +6,858 New
OC
158
Oppenheimer & Co
New York
$1.18M -$87.3K -500 -7%
NCM
159
Narwhal Capital Management
Georgia
$1.17M
BWFM
160
Bridgewater Wealth & Financial Management
Maryland
$1.15M +$37.4K +214 +3%
FIM
161
Freedom Investment Management
Connecticut
$1.13M -$686K -3,927 -38%
PAS
162
Partnervest Advisory Services
California
$1.12M -$28.6K -164 -2%
PFG
163
Pacific Financial Group
Washington
$1.11M -$14.8K -85 -1%
CA
164
Cambridge Advisors
Nebraska
$1.11M -$8.04K -46 -0.7%
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$1.1M
HFA
166
High Falls Advisors
New York
$1.08M +$1.09M +6,229 New
SBIA
167
Sheaff Brock Investment Advisors
Indiana
$1.06M +$1.07M +6,100 New
ID
168
Integral Derivatives
New York
$1.03M -$367K -2,100 -26%
PCIG
169
Partners Capital Investment Group
Massachusetts
$1.03M +$1.04M +5,934 New
RC
170
Roundview Capital
New Jersey
$1M +$353K +2,020 +54%
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$987K -$513K -2,936 -34%
HIMC
172
Heritage Investors Management Corp
Maryland
$976K +$26.2K +150 +3%
CAS
173
Cue Advisory Services
Arizona
$974K +$978K +5,600 New
SS
174
Simplicity Solutions
Minnesota
$965K +$969K +5,544 New
GW
175
GW & Wade
Massachusetts
$962K +$26K +149 +3%

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.