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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

41 hedge funds and large institutions have $112M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

37% more funds holding

Funds holding: 3041 (+11)

27% more capital invested

Capital invested by funds: $87.8M → $112M (+$23.7M)

6.84% more ownership

Funds ownership: 55.79%62.63% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
41
Holders Change
+11
Holders Change %
+36.67%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
9
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$261K +$5.73K +190 +2%
ICM
27
IMS Capital Management
Oregon
$251K +$17.2K +571 +7%
CNB
28
City National Bank
California
$214K +$217K +7,193 New
AssetMark Inc
29
AssetMark Inc
California
$109K +$111K +3,672 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$87K -$140K -4,639 -61%
CCS
31
Crosspoint Capital Strategies
California
$32K +$33.5K +1,110 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$27K -$8.38K -278 -24%
NES
33
New England Securities
New York
$23K +$22.8K +757 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$18K
HNB
35
Huntington National Bank
Ohio
$15K
Citigroup
36
Citigroup
New York
$12K -$6.78K -225 -35%
MFS
37
MSI Financial Services
Massachusetts
$9K -$68.5K -2,273 -88%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$9K +$9.04K +300 New
LWCFA
39
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$6.03K +200 New
PSUF
40
People's United Financial
Connecticut
$5K
Ameriprise
41
Ameriprise
Minnesota
$2K +$1.27K +42 +200%
TFA
42
Transamerica Financial Advisors
Florida
$1K +$30 +1 New
Creative Planning
43
Creative Planning
Kansas
$1K +$1.08K +36 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$1.15M -37,906 Closed
BCM
45
Bluefin Capital Management
New York
-$900K -31,377 Closed
SCG
46
Strategic Capital Group
Washington
-$24K -783 Closed
TIM
47
Tortoise Investment Management
New York
-$18K -600 Closed

EBND Hedge Fund Activity: Q4 2013 in Review

41 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2013, worth a combined $112M — up 27% from $87.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EBND positions and 4 closed out — a net gain of 12 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.57M. The largest seller was Crestwood Advisors Group, cutting an estimated $6.92M.

  • 41 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2013, up from 30 in Q3 2013.
  • Funds reported $112M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2013, up 27% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2013 and 4 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2013 was Wells Fargo, an estimated $3.57M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2013 was Crestwood Advisors Group, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2013.