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iShares MSCI Sweden ETF
EWD

81 hedge funds and large institutions have $318M invested in iShares MSCI Sweden ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more funds holding

Funds holding: 81 → 81 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.26% less ownership

Funds ownership: 64.43% → 63.17% (-1.3%)

94% less capital invested

Capital invested by funds: $5.66B → $318M (-$5.34B)

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
31
Reduced
16
Closed
19
Calls
$208K
Puts
–
Net Calls
+$208K
Net Calls Change
+$451K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.25M
2
LTI
Laffer Tengler Investments
Tennessee
+$5.26M
3
U
UBS
Switzerland
+$3.43M
4
PVH
Psagot Value Holdings
Israel
+$3.05M
5
Wells Fargo
Wells Fargo
California
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
-$10.6M
2
GH
GAM Holding
Switzerland
-$7.01M
3
Axa
Axa
France
-$3.01M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.58M
5
Jane Street
Jane Street
New York
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
$288K +$195K +5,711 +244%
Ameriprise
52
Ameriprise
Minnesota
$280K +$163K +4,767 +157%
DC
53
Davenport & Co
Virginia
$266K +$46K +1,347 +22%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$265K +$20.5K +600 +9%
HI
55
Horizon Investments
North Carolina
$264K -$20K -585 -7%
FFS
56
Founders Financial Securities
Maryland
$264K +$251K +7,359 New
PG
57
PEAK6 Group
Illinois
$236K +$225K +6,600 New
NG
58
NatWest Group
United Kingdom
$233K -$275K -8,060 -55%
PFS
59
Prospera Financial Services
Texas
$220K +$210K +6,137 New
Toronto Dominion Bank
60
Toronto Dominion Bank
Ontario, Canada
$214K +$204K +5,975 New
MCWS
61
McKinley Carter Wealth Services
West Virginia
$200K +$190K +5,569 New
Citigroup
62
Citigroup
New York
$88K -$83.8K -2,454 -50%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$75K +$5.74K +168 +9%
SFSIG
64
San Francisco Sentry Investment Group
California
$57K – – –
VIA
65
Virtus Investment Advisers
Connecticut
$44K +$3.42K +100 +9%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$42K – – –
H
67
Hexavest
Quebec, Canada
$31K – – –
ATC
68
Adirondack Trust Company
New York
$30K – – –
GT
69
Glenmede Trust
Pennsylvania
$28K – – –
Creative Planning
70
Creative Planning
Kansas
$24K +$137 +4 +0.6%
Barclays
71
Barclays
United Kingdom
$22K +$21.2K +620 New
WRM
72
Westport Resources Management
Connecticut
$17K – – –
WA
73
WFG Advisors
Texas
$11K – – –
NC
74
NewSquare Capital
Pennsylvania
$6K +$5.64K +165 New
Canada Life
75
Canada Life
Manitoba, Canada
$4K +$4.13K +121 New
1 2
3
4

EWD Hedge Fund Activity: Q4 2013 in Review

81 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q4 2013, worth a combined $318M — down 94% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EWD positions and 19 closed out — a net gain of 1 holder — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $6.25M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $10.6M sold.

  • 81 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $318M of iShares MSCI Sweden ETF stock for Q4 2013, down 94% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Sweden ETF positions in Q4 2013 and 19 closed out, a net change of +1 holder.
  • The largest iShares MSCI Sweden ETF buyer in Q4 2013 was Bank of America, an estimated $6.25M added.
  • The largest iShares MSCI Sweden ETF seller in Q4 2013 was Clark Capital Management Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2013.