Davis Select Worldwide ETF
DWLD
39 hedge funds and large institutions have $161M invested in Davis Select Worldwide ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $144M → $161M (+$16.4M)
8% more funds holding
Funds holding: 36 → 39 (+3)
1.59% more ownership
Funds ownership: 64.68% → 66.27% (+1.6%)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$3.96M |
| 2 |
Morgan Stanley
New York
|
+$997K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$964K |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$719K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.42M |
| 2 |
Jane Street
New York
|
-$572K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$556K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$407K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$192K |
DWLD Hedge Fund Activity: Q4 2019 in Review
39 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q4 2019, worth a combined $161M — up 11% from $144M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DWLD positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $3.96M. The largest seller was Brinker Capital Investments, cutting an estimated $2.42M.
- 39 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q4 2019, up from 36 in Q3 2019.
- Funds reported $161M of Davis Select Worldwide ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 9 funds opened new Davis Select Worldwide ETF positions in Q4 2019 and 5 closed out, a net change of +4 holders.
- The largest Davis Select Worldwide ETF buyer in Q4 2019 was Truist Financial, an estimated $3.96M added.
- The largest Davis Select Worldwide ETF seller in Q4 2019 was Brinker Capital Investments, an estimated $2.42M sold.
Based on aggregated 13F filings for Q4 2019.