We are live on ! Find out more
DIA icon

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
CTI
201
Community Trust & Investment
Kentucky
$679K
CTC
202
Central Trust Company
Missouri
$670K +$2.27K +13 +0.3%
MCM
203
MV Capital Management
Maryland
$668K +$671K +3,842 New
AF
204
Aldebaran Financial
$648K
CAL
205
Capital Advisors Ltd
Ohio
$642K
DY
206
Dowling & Yahnke
California
$634K
AIM
207
Advantage Investment Management
Iowa
$620K +$610K +3,492 +4,918%
BPCE
208
Bank Pictet & Cie (Europe)
Germany
$618K -$43.7K -250 -7%
CIP
209
Cornerstone Investment Partners
Georgia
$596K
WA
210
Winfield Associates
Ohio
$596K +$175K +1,000 +41%
TD Asset Management
211
TD Asset Management
Ontario, Canada
$592K -$425K -2,431 -42%
BRWA
212
B. Riley Wealth Advisors
Florida
$580K +$33.7K +193 +6%
WA
213
WFG Advisors
Texas
$577K +$44.7K +256 +8%
MWM
214
Mission Wealth Management
California
$575K
ICAS
215
Investors Capital Advisory Services
Massachusetts
$569K +$10.1K +58 +2%
RFC
216
Regions Financial Corp
Alabama
$569K +$161K +919 +39%
NFG
217
Next Financial Group
Texas
$568K +$63.1K +361 +12%
SBH
218
Segall Bryant & Hamill
Illinois
$550K -$58.5K -335 -10%
VKH
219
Virtu KCG Holdings
New York
$544K -$43M -246,372 -99%
IC
220
InterOcean Capital
Illinois
$540K -$87.3K -500 -14%
CPA
221
Court Place Advisors
Maryland
$535K +$349 +2 +0.1%
JWBC
222
J.W. Burns & Co
New York
$533K +$18.2K +104 +4%
FANJ
223
Financial Architects (New Jersey)
New Jersey
$527K -$11K -63 -2%
IWMPD
224
Integrated Wealth Management (Palm Desert)
California
$521K +$156K +891 +42%
DE
225
Day & Ennis
Georgia
$520K +$522K +2,987 New

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.