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iShares MSCI Sweden ETF

81 hedge funds and large institutions have $5.66B invested in iShares MSCI Sweden ETF in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,367% more capital invested

Capital invested by funds: $229M → $5.66B (+$5.43B)

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more funds holding

Funds holding: 7181 (+10)

0.49% less ownership

Funds ownership: 64.93%64.43% (-0.49%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $243K

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
34
Reduced
11
Closed
7
Calls
Puts
$243K
Net Calls
-$243K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$5.35B -$5.23M -158,036 Closed
Wells Fargo
2
Wells Fargo
California
$62.3M -$1.75M -52,926 -3%
Bank of America
3
Bank of America
North Carolina
$35.3M +$712K +21,507 +2%
PVH
4
Psagot Value Holdings
Israel
$33M +$129K +3,902 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$32.5M +$10.5M +318,588 +51%
RCYC
6
Richard C. Young & Co
Rhode Island
$20.6M +$452K +13,650 +2%
U
7
UBS
Switzerland
$13.2M +$5.14M +155,193 +67%
SOMRS
8
State of Michigan Retirement System
Michigan
$12.3M
CCMG
9
Clark Capital Management Group
Pennsylvania
$10.6M +$10.2M +308,533 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.85M +$6.27M +189,527 +478%
SFI
11
SPC Financial Inc
Maryland
$7.52M +$4.8M +145,005 +194%
GH
12
GAM Holding
Switzerland
$7.01M +$6.78M +204,955 New
Axa
13
Axa
France
$4.72M
CA
14
Cumberland Advisors
Florida
$4.53M +$310K +9,350 +8%
JIR
15
James Investment Research
Ohio
$4.48M +$171K +5,162 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.67M +$2.12M +64,028 +148%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$3.44M +$7.45K +225 +0.2%
ZIM
18
Zacks Investment Management
Illinois
$3.44M +$1.65M +49,734 +98%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$2.67M +$49.7K +1,500 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.52M -$192K -5,793 -7%
SNC
21
Stifel Nicolaus & Co
Missouri
$2.31M +$394K +11,912 +21%
BTS
22
BB&T Securities
Virginia
$2.09M +$202K +6,102 New
CC
23
Curian Capital
Colorado
$1.7M +$1.64M +49,508 New
RJA
24
Raymond James & Associates
Florida
$1.61M +$516K +15,592 +50%
Jane Street
25
Jane Street
New York
$1.51M +$1.46M +43,995 New

EWD Hedge Fund Activity: Q3 2013 in Review

81 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q3 2013, worth a combined $5.66B — up 2,367% from $229M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EWD positions and 7 closed out — a net gain of 11 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.93M sold.

  • 81 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q3 2013, up from 71 in Q2 2013.
  • Funds reported $5.66B of iShares MSCI Sweden ETF stock for Q3 2013, up 2,367% quarter-over-quarter.
  • 18 funds opened new iShares MSCI Sweden ETF positions in Q3 2013 and 7 closed out, a net change of +11 holders.
  • The largest iShares MSCI Sweden ETF buyer in Q3 2013 was Morgan Stanley, an estimated $10.5M added.
  • The largest iShares MSCI Sweden ETF seller in Q3 2013 was Susquehanna International Group, an estimated $7.93M sold.

Based on aggregated 13F filings for Q3 2013.