We are live on ! Find out more
ENZL icon

iShares MSCI New Zealand ETF

37 hedge funds and large institutions have $85.9M invested in iShares MSCI New Zealand ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

6% more funds holding

Funds holding: 3537 (+2)

5% more capital invested

Capital invested by funds: $81.9M → $85.9M (+$3.99M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.47% less ownership

Funds ownership: 60.12%50.65% (-9.5%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
8
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$48.5M -$2M -50,354 -4%
Morgan Stanley
2
Morgan Stanley
New York
$11.6M -$1.68M -42,304 -14%
LTI
3
Laffer Tengler Investments
Tennessee
$6.12M -$2.43K -61 -0%
ODCM
4
Old Dominion Capital Management
Virginia
$3.79M +$39K +980 +1%
LPL Financial
5
LPL Financial
California
$1.93M +$1.42M +35,631 +383%
Stifel Financial
6
Stifel Financial
Missouri
$1.82M +$1.69M +42,460 New
Axa
7
Axa
France
$1.69M
SG Americas Securities
8
SG Americas Securities
New York
$1.32M +$225K +5,643 +23%
1GA
9
1st Global Advisors
Texas
$1.3M +$9.12K +229 +0.8%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$1.12M +$85.3K +2,143 +9%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$972K +$55.7K +1,400 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$916K -$4.14K -104 -0.5%
U
13
UBS
Switzerland
$809K -$426K -10,699 -36%
Goldman Sachs
14
Goldman Sachs
New York
$488K
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$395K -$1.14M -28,714 -76%
PBT
16
Pictet Bank & Trust
Bahamas
$395K
Chevy Chase Trust
17
Chevy Chase Trust
Maryland
$361K +$334K +8,400 New
Bank of America
18
Bank of America
North Carolina
$333K -$3.41M -85,531 -92%
SFI
19
SPC Financial Inc
Maryland
$331K
GAM
20
Gemmer Asset Management
California
$299K +$277K +6,966 New
Verition Fund Management
21
Verition Fund Management
Connecticut
$240K +$222K +5,580 New
SF
22
Synovus Financial
Georgia
$227K
MCM
23
Manchester Capital Management
Vermont
$215K +$199K +5,000 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$206K +$191K +4,791 New
HF
25
Hoxton Financial
West Virginia
$178K

ENZL Hedge Fund Activity: Q1 2014 in Review

37 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q1 2014, worth a combined $85.9M — up 4.9% from $81.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ENZL positions and 6 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.42M. The largest seller was Bank of America, cutting an estimated $3.41M.

  • 37 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q1 2014, up from 35 in Q4 2013.
  • Funds reported $85.9M of iShares MSCI New Zealand ETF stock for Q1 2014, up 4.9% quarter-over-quarter.
  • 8 funds opened new iShares MSCI New Zealand ETF positions in Q1 2014 and 6 closed out, a net change of +2 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q1 2014 was LPL Financial, an estimated $1.42M added.
  • The largest iShares MSCI New Zealand ETF seller in Q1 2014 was Bank of America, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2014.