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iShares MSCI New Zealand ETF

36 hedge funds and large institutions have $5.66B invested in iShares MSCI New Zealand ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,615% more capital invested

Capital invested by funds: $99M → $5.66B (+$5.56B)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.79% less ownership

Funds ownership: 61.46%57.66% (-3.8%)

10% less funds holding

Funds holding: 4036 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
16
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$5.57B -$5M -140,224 Closed
Wells Fargo
2
Wells Fargo
California
$46.1M -$2.03M -57,082 -5%
Morgan Stanley
3
Morgan Stanley
New York
$11.6M +$768K +21,556 +8%
ODCM
4
Old Dominion Capital Management
Virginia
$3.32M +$67.7K +1,900 +2%
Bank of America
5
Bank of America
North Carolina
$3.17M +$991K +27,802 +51%
SNC
6
Stifel Nicolaus & Co
Missouri
$1.76M +$52.4K +1,469 +3%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$1.7M -$262K -7,345 -14%
Luther King Capital Management (LKCM)
8
Luther King Capital Management (LKCM)
Texas
$1.64M
CCT
9
Country Club Trust
Missouri
$1.56M -$103K -2,880 -7%
GA
10
Gateway Advisory
New Jersey
$1.53M -$886K -24,842 -38%
VKH
11
Virtu KCG Holdings
New York
$1.41M +$1.3M +36,533 New
U
12
UBS
Switzerland
$1.38M +$225K +6,299 +21%
Axa
13
Axa
France
$1.2M +$834K +23,400 +300%
1GA
14
1st Global Advisors
Texas
$1.11M +$142K +3,993 +16%
Jane Street
15
Jane Street
New York
$1.07M +$97.2K +2,726 +11%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$927K +$41.7K +1,171 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$861K +$200K +5,608 +33%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$784K -$255K -7,149 -26%
Goldman Sachs
19
Goldman Sachs
New York
$437K -$1.26M -35,427 -76%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$385K -$9M -252,478 -96%
SG Americas Securities
21
SG Americas Securities
New York
$354K +$25K +700 +8%
LPL Financial
22
LPL Financial
California
$354K +$325K +9,111 New
US Bancorp
23
US Bancorp
Minnesota
$308K
SFI
24
SPC Financial Inc
Maryland
$296K -$5.75M -161,290 -95%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$293K +$271K +7,609 New

ENZL Hedge Fund Activity: Q3 2013 in Review

36 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q3 2013, worth a combined $5.66B — up 5,615% from $99M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ENZL and 5 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Bank of America, adding an estimated $991K. The largest seller was Susquehanna International Group, cutting an estimated $9M.

  • 36 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q3 2013, down from 40 in Q2 2013.
  • Funds reported $5.66B of iShares MSCI New Zealand ETF stock for Q3 2013, up 5,615% quarter-over-quarter.
  • 5 funds opened new iShares MSCI New Zealand ETF positions in Q3 2013 and 9 closed out, a net change of -4 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q3 2013 was Bank of America, an estimated $991K added.
  • The largest iShares MSCI New Zealand ETF seller in Q3 2013 was Susquehanna International Group, an estimated $9M sold.

Based on aggregated 13F filings for Q3 2013.