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iShares MSCI South Korea ETF

245 hedge funds and large institutions have $3.01B invested in iShares MSCI South Korea ETF in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

34% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 62

32% more call options, than puts

Call options by funds: $185M | Put options by funds: $140M

26% more capital invested

Capital invested by funds: $2.39B → $3.01B (+$625M)

8% more funds holding

Funds holding: 227245 (+18)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5.1% more ownership

Funds ownership: 62.86%67.96% (+5.1%)

Holders
245
Holders Change
+18
Holders Change %
+7.93%
% of All Funds
7.11%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.44%
New
53
Increased
83
Reduced
62
Closed
35
Calls
$185M
Puts
$140M
Net Calls
+$45.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
201
Colony Group
Massachusetts
$97K +$95.2K +1,500 New
BC
202
Bartlett & Co
Ohio
$91K
GC
203
Globeflex Capital
California
$89K +$21.8K +343 +33%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$89K +$53K +835 +156%
CLOS
205
Compagnie Lombard Odier SCmA
Switzerland
$89K +$86.9K +1,370 New
IWC
206
Integrated Wealth Counsel
California
$81K +$52.3K +825 +192%
CFS
207
Community Financial System
New York
$78K
PIM
208
Parasol Investment Management
Illinois
$78K +$76.1K +1,200 New
PSC
209
Prentiss Smith & Co
Vermont
$65K
NES
210
New England Securities
New York
$60K +$2.92K +46 +5%
MFS
211
MSI Financial Services
Massachusetts
$60K +$24.6K +388 +73%
HCM
212
Highlander Capital Management
New Jersey
$58.2K -$6.34K -100 -10%
Brown Advisory
213
Brown Advisory
Maryland
$54K
WA
214
WFG Advisors
Texas
$52K +$12.4K +196 +33%
AIG
215
American International Group
New York
$50.3K
WT
216
Whittier Trust
California
$49K
TFA
217
Transamerica Financial Advisors
Florida
$49K +$30.3K +478 +175%
MA
218
MUFG Americas
New York
$42K
DADC
219
D.A. Davidson & Co
Montana
$40K +$39.4K +621 New
HR
220
Howe & Rusling
New York
$35K -$3.81K -60 -10%
BBHC
221
Brown Brothers Harriman & Co
New York
$32K +$31.7K +500 New
RCG
222
Rock Creek Group
District of Columbia
$30.5K +$7.05M +111,150 +31%
PAS
223
Partnervest Advisory Services
California
$26K -$6.34K -100 -20%
MAA
224
Managed Account Advisors
New Jersey
$26K +$25.9K +408 New
ATC
225
Adirondack Trust Company
New York
$25K

EWY Hedge Fund Activity: Q4 2013 in Review

245 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI South Korea ETF (EWY) for Q4 2013, worth a combined $3.01B — up 26% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EWY positions and 35 closed out — a net gain of 18 holders — while 83 added to existing stakes and 62 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $288M. The largest seller was Morgan Stanley, cutting an estimated $76M.

  • 245 institutional investors held iShares MSCI South Korea ETF (EWY) as of Q4 2013, up from 227 in Q3 2013.
  • Funds reported $3.01B of iShares MSCI South Korea ETF stock for Q4 2013, up 26% quarter-over-quarter.
  • 53 funds opened new iShares MSCI South Korea ETF positions in Q4 2013 and 35 closed out, a net change of +18 holders.
  • The largest iShares MSCI South Korea ETF buyer in Q4 2013 was Prudential plc, an estimated $288M added.
  • The largest iShares MSCI South Korea ETF seller in Q4 2013 was Morgan Stanley, an estimated $76M sold.

Based on aggregated 13F filings for Q4 2013.