State Street Global Allocation ETF
GAL
8 hedge funds and large institutions have $16.5M invested in State Street Global Allocation ETF in 2013 Q4 according to their latest regulatory filings, with funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
21% more capital invested
Capital invested by funds: $13.7M → $16.5M (+$2.81M)
0% more funds holding
Funds holding: 8 → 8 (0)
0.68% less ownership
Funds ownership: 26.84% → 26.16% (-0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$519K |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$317K |
| 4 |
Morgan Stanley
New York
|
+$74.2K |
| 5 |
JP Morgan Chase
New York
|
+$48.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$165K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$160K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4.98M | +$519K | +15,450 | +12% |
|
|
U
2
UBS
Zurich,
Switzerland
| $3.23M | +$1.6M | +47,753 | +101% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $2.77M | -$165K | -4,909 | -6% |
|
|
CWM
4
Cabot Wealth Management
Salem,
Massachusetts
| $2.51M | +$317K | +9,452 | +15% |
|
|
5
Morgan Stanley
New York
| $1.59M | +$74.2K | +2,210 | +5% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $542K | -$160K | -4,772 | -23% |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $523K | +$45.1K | +1,343 | +10% |
|
|
8
JP Morgan Chase
New York
| $340K | +$48.3K | +1,437 | +17% |
|
GAL Hedge Fund Activity: Q4 2013 in Review
8 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2013, worth a combined $16.5M — up 21% from $13.7M a quarter earlier.
Fund positioning in GAL was balanced in Q4 2013: 0 funds opened new positions, 0 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was UBS, adding an estimated $1.6M. The largest seller was Bank of America, cutting an estimated $165K.
- 8 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $16.5M of State Street Global Allocation ETF stock for Q4 2013, up 21% quarter-over-quarter.
- 0 funds opened new State Street Global Allocation ETF positions in Q4 2013 and 0 closed out.
- The largest State Street Global Allocation ETF buyer in Q4 2013 was UBS, an estimated $1.6M added.
- The largest State Street Global Allocation ETF seller in Q4 2013 was Bank of America, an estimated $165K sold.
Based on aggregated 13F filings for Q4 2013.