Davis Select Worldwide ETF
DWLD
24 hedge funds and large institutions have $82.8M invested in Davis Select Worldwide ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
67% more capital invested
Capital invested by funds: $49.6M → $82.8M (+$33.2M)
41% more funds holding
Funds holding: 17 → 24 (+7)
15.29% more ownership
Funds ownership: 69.96% → 85.25% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.7M |
| 2 |
SAA
Southeast Asset Advisors
Thomasville,
Georgia
|
+$5.22M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$2.05M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.92M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$960K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$554K |
| 2 |
Jane Street
New York
|
-$452K |
| 3 |
VF
Virtu Financial
New York
|
-$97.1K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.64K |
DWLD Hedge Fund Activity: Q4 2017 in Review
24 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q4 2017, worth a combined $82.8M — up 67% from $49.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DWLD positions and 1 closed out — a net gain of 7 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $554K sold.
- 24 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q4 2017, up from 17 in Q3 2017.
- Funds reported $82.8M of Davis Select Worldwide ETF stock for Q4 2017, up 67% quarter-over-quarter.
- 8 funds opened new Davis Select Worldwide ETF positions in Q4 2017 and 1 closed out, a net change of +7 holders.
- The largest Davis Select Worldwide ETF buyer in Q4 2017 was Morgan Stanley, an estimated $16.7M added.
- The largest Davis Select Worldwide ETF seller in Q4 2017 was Citadel Advisors, an estimated $554K sold.
Based on aggregated 13F filings for Q4 2017.