State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
29 hedge funds and large institutions have $108M invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
38% more funds holding
Funds holding: 21 → 29 (+8)
5% more capital invested
Capital invested by funds: $103M → $108M (+$5.55M)
0.53% less ownership
Funds ownership: 31.23% → 30.7% (-0.53%)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
Top Sellers
| 1 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$11M |
| 2 |
Jane Street
New York
|
-$4.51M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.92M |
| 4 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
|
-$1.34M |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$387K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $47K | -$16.7K | -545 | -26% |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $21K | -$75K | -2,450 | -78% |
|
28
Ameriprise
Minneapolis,
Minnesota
| $4K | +$4.2K | +137 | New |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$2.48K | +81 | New |
|
|
30
Jane Street
New York
| – | -$4.51M | -146,687 | Closed |
|
FLRN Hedge Fund Activity: Q4 2013 in Review
29 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2013, worth a combined $108M — up 5.4% from $103M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FLRN positions and 1 closed out — a net gain of 9 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $12.8M. The largest seller was AGF Investments Inc, cutting an estimated $11M.
- 29 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2013, up from 21 in Q3 2013.
- Funds reported $108M of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2013, up 5.4% quarter-over-quarter.
- 10 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2013 and 1 closed out, a net change of +9 holders.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2013 was Bank of America, an estimated $12.8M added.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2013 was AGF Investments Inc, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2013.