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State Street SPDR EURO STOXX 50 ETF

223 hedge funds and large institutions have $1.81B invested in State Street SPDR EURO STOXX 50 ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

47% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 53

10% more funds holding

Funds holding: 203223 (+20)

0.05% more ownership

Funds ownership: 42.83%42.87% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

6% less capital invested

Capital invested by funds: $1.93B → $1.81B (-$121M)

17% less call options, than puts

Call options by funds: $299M | Put options by funds: $362M

Holders
223
Holders Change
+20
Holders Change %
+9.85%
% of All Funds
5.06%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
41
Increased
78
Reduced
53
Closed
20
Calls
$299M
Puts
$362M
Net Calls
-$62.7M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
176
Wagner Wealth Management (South Carolina)
South Carolina
$63K +$61.5K +1,493 New
First Manhattan
177
First Manhattan
New York
$61K
OFW
178
Omnia Family Wealth
Florida
$61K
ASN
179
Advisory Services Network
Georgia
$57K +$20.9K +508 +58%
BTIS
180
BB&T Investment Services
North Carolina
$53K +$46.6K +1,131 +536%
BBPWM
181
Blue Bell Private Wealth Management
Pennsylvania
$52K
BWA
182
Burt Wealth Advisors
Maryland
$51K +$51.5K +1,250 New
TRCT
183
Tower Research Capital (TRC)
New York
$50K -$76.6K -1,860 -60%
KPCM
184
Kings Point Capital Management
New York
$47K +$41 +1 +0.1%
OTC
185
Opera Trading Capital
France
$41K
CFA
186
Carroll Financial Associates
North Carolina
$40K
PWM
187
Paulson Wealth Management
Illinois
$37K +$37.1K +900 New
HCM
188
Highlander Capital Management
New Jersey
$33K
APA
189
American Portfolios Advisors
New York
$32K +$32.3K +785 New
VIA
190
Vantage Investment Advisors
Pennsylvania
$31K
EDRH
191
Edmond de Rothschild Holding
Switzerland
$30K
BWP
192
Baldwin Wealth Partners
Massachusetts
$28K
FHA
193
First Horizon Advisors
Tennessee
$26K
CS
194
Credential Securities
$25.4K
SEI Investments
195
SEI Investments
Pennsylvania
$24K +$24K +582 New
CPIG
196
Chicago Partners Investment Group
Illinois
$21K
RE
197
RBC Europe
United Kingdom
$20.4K -$80.4K -1,952 -80%
RWA
198
Ropes Wealth Advisors
Massachusetts
$20K
AAC
199
Asset Advisors Corp
Georgia
$17K +$17K +412 New
AFNAS
200
American Financial Network Advisory Services
California
$16K

FEZ Hedge Fund Activity: Q4 2017 in Review

223 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q4 2017, worth a combined $1.81B — down 6.2% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FEZ positions and 20 closed out — a net gain of 21 holders — while 78 added to existing stakes and 53 trimmed.

The largest buyer was UBS Group, adding an estimated $14.6M. The largest seller was AllianceBernstein, cutting an estimated $38.5M.

  • 223 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q4 2017, up from 203 in Q3 2017.
  • Funds reported $1.81B of State Street SPDR EURO STOXX 50 ETF stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 41 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q4 2017 and 20 closed out, a net change of +21 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q4 2017 was UBS Group, an estimated $14.6M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q4 2017 was AllianceBernstein, an estimated $38.5M sold.

Based on aggregated 13F filings for Q4 2017.