We are live on ! Find out more
FEZ icon

State Street SPDR EURO STOXX 50 ETF

183 hedge funds and large institutions have $1.2B invested in State Street SPDR EURO STOXX 50 ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

42% more capital invested

Capital invested by funds: $847M → $1.2B (+$355M)

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

17% more funds holding

Funds holding: 157183 (+26)

8.74% more ownership

Funds ownership: 36.47%45.21% (+8.7%)

48% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $2.2B

Holders
183
Holders Change
+26
Holders Change %
+16.56%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.22%
New
48
Increased
58
Reduced
44
Closed
19
Calls
$1.14B
Puts
$2.2B
Net Calls
-$1.06B
Net Calls Change
-$1.07B
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
151
Highlander Capital Management
New Jersey
$30K
TRCT
152
Tower Research Capital (TRC)
New York
$30K +$28.8K +831 New
IIC
153
Integrated Investment Consultants
Michigan
$29K
RFA
154
Reilly Financial Advisors
California
$29K
VIA
155
Vantage Investment Advisors
Pennsylvania
$27K
BWP
156
Baldwin Wealth Partners
Massachusetts
$25K
AIM
157
Advantage Investment Management
Iowa
$25K +$14.9K +429 +172%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$25K +$23.6K +680 New
PWM
159
Perigon Wealth Management
California
$24K
FHA
160
First Horizon Advisors
Tennessee
$23K
CS
161
Credential Securities
$22.7K -$26K -750 -55%
CCM
162
Cohen Capital Management
California
$21K +$19.6K +564 New
JCM
163
Jacobi Capital Management
Pennsylvania
$20K +$35 +1 +0.2%
IWM
164
IHT Wealth Management
Illinois
$20K +$10.4K +300 +120%
SQA
165
Simon Quick Advisors
New Jersey
$19K +$17.8K +514 New
EDRH
166
Edmond de Rothschild Holding
Switzerland
$17K
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$12.5K
GRP
168
Global Retirement Partners
California
$12K -$9.23K -266 -44%
GI
169
Gradient Investments
Minnesota
$12K
WC
170
Whitnell & Co
Illinois
$11K
AF
171
Allworth Financial
California
$11K +$7.6K +219 +231%
SBL
172
Sargent Bickham Lagudis
Colorado
$10K -$16.5K -477 -64%
PG
173
Patten Group
Tennessee
$9K
TSW
174
Thompson Siegel & Walmsley
Virginia
$9K +$8.91K +257 New
MIFH
175
Migdal Insurance & Financial Holdings
Israel
$4K +$3.81K +110 New

FEZ Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q1 2017, worth a combined $1.2B — up 42% from $847M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FEZ positions and 19 closed out — a net gain of 29 holders — while 58 added to existing stakes and 44 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $81.6M. The largest seller was SG Americas Securities, cutting an estimated $32.7M.

  • 183 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q1 2017, up from 157 in Q4 2016.
  • Funds reported $1.2B of State Street SPDR EURO STOXX 50 ETF stock for Q1 2017, up 42% quarter-over-quarter.
  • 48 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q1 2017 and 19 closed out, a net change of +29 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q1 2017 was AllianceBernstein, an estimated $81.6M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q1 2017 was SG Americas Securities, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2017.