Fidelity MSCI Industrials Index ETF
FIDU
22 hedge funds and large institutions have $66.1M invested in Fidelity MSCI Industrials Index ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
5% more funds holding
Funds holding: 21 → 22 (+1)
16.13% less ownership
Funds ownership: 63.98% → 47.84% (-16%)
27% less capital invested
Capital invested by funds: $90.9M → $66.1M (-$24.8M)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.46M |
| 2 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$1.34M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$1.31M |
| 4 |
RW
Rand Wealth
Baltimore,
Maryland
|
+$1.13M |
| 5 |
AIG
American International Group
New York
|
+$1.03M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$18K | -662 | Closed |
|
27
Citigroup
New York
| – | -$8K | -300 | Closed |
|
28
Parallax Volatility Advisers
San Francisco,
California
| – | +$28 | +1 | New |
|
FIDU Hedge Fund Activity: Q4 2014 in Review
22 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2014, worth a combined $66.1M — down 27% from $90.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FIDU positions and 6 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.46M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $26.2M.
- 22 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2014, up from 21 in Q3 2014.
- Funds reported $66.1M of Fidelity MSCI Industrials Index ETF stock for Q4 2014, down 27% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2014 and 6 closed out, a net change of +3 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2014 was Morgan Stanley, an estimated $1.46M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q4 2014 was Ladenburg Thalmann Financial Services, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2014.