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State Street SPDR S&P Global Infrastructure ETF

23 hedge funds and large institutions have $37.5M invested in State Street SPDR S&P Global Infrastructure ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 2223 (+1)

9.27% less ownership

Funds ownership: 81.15%71.89% (-9.3%)

33% less capital invested

Capital invested by funds: $56.1M → $37.5M (-$18.6M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$28.4M -$21.3M -505,437 -44%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.9M +$13.5K +321 +0.7%
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$1.35M -$8.42K -200 -0.6%
UBS AM
4
UBS AM
Illinois
$881K
JP Morgan Chase
5
JP Morgan Chase
New York
$656K +$319K +7,569 +101%
FIM
6
Freedom Investment Management
Connecticut
$643K +$31.3K +744 +5%
Morgan Stanley
7
Morgan Stanley
New York
$566K -$34.8K -827 -6%
Goldman Sachs
8
Goldman Sachs
New York
$498K +$482K +11,449 New
Jane Street
9
Jane Street
New York
$474K -$999K -23,739 -69%
U
10
UBS
Switzerland
$440K -$22.4K -532 -5%
VKH
11
Virtu KCG Holdings
New York
$318K +$308K +7,311 New
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$312K
LPL Financial
13
LPL Financial
California
$255K +$241K +5,722 New
B
14
Bailard
California
$243K
RG
15
Rathbones Group
United Kingdom
$234K +$227K +5,393 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$188K -$23.2K -552 -11%
KTC
17
Kistler-Tiffany Companies
Pennsylvania
$34K
Bank of America
18
Bank of America
North Carolina
$33K -$8.42K -200 -21%
Wells Fargo
19
Wells Fargo
California
$29K -$263K -6,260 -90%
Citigroup
20
Citigroup
New York
$16K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13K
CFS
22
Community Financial System
New York
$2K
AC
23
Alexandria Capital
Virginia
$1K
Natixis Advisors
24
Natixis Advisors
Massachusetts
-$466K -11,452 Closed
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
-$203K -5,000 Closed

GII Hedge Fund Activity: Q3 2013 in Review

23 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q3 2013, worth a combined $37.5M — down 33% from $56.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GII positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $482K. The largest seller was State Street, cutting an estimated $21.3M.

  • 23 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q3 2013, up from 22 in Q2 2013.
  • Funds reported $37.5M of State Street SPDR S&P Global Infrastructure ETF stock for Q3 2013, down 33% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q3 2013 and 3 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q3 2013 was Goldman Sachs, an estimated $482K added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q3 2013 was State Street, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2013.