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State Street SPDR S&P Global Infrastructure ETF

21 hedge funds and large institutions have $60.9M invested in State Street SPDR S&P Global Infrastructure ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $37.5M → $60.9M (+$23.4M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

7.88% more ownership

Funds ownership: 71.89%79.77% (+7.9%)

9% less funds holding

Funds holding: 2321 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$47.3M +$17.8M +399,520 +61%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.54M +$1.56M +35,003 +80%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.56M +$2.54M +57,059 +19,020%
Jane Street
4
Jane Street
New York
$1.83M +$1.34M +30,000 +275%
AWA
5
AmeriServ Wealth Advisors
Pennsylvania
$1.26M -$127K -2,850 -9%
UBS AM
6
UBS AM
Illinois
$911K
FIM
7
Freedom Investment Management
Connecticut
$687K +$25.3K +569 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$633K -$41.3K -927 -6%
Morgan Stanley
9
Morgan Stanley
New York
$577K -$4.63K -104 -0.8%
U
10
UBS
Switzerland
$483K +$30.5K +684 +7%
VKH
11
Virtu KCG Holdings
New York
$295K -$33.1K -744 -10%
B
12
Bailard
California
$250K
LPL Financial
13
LPL Financial
California
$224K -$31.8K -714 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$174K -$18.3K -410 -9%
Wells Fargo
15
Wells Fargo
California
$37K +$6.68K +150 +22%
KTC
16
Kistler-Tiffany Companies
Pennsylvania
$35K
Bank of America
17
Bank of America
North Carolina
$34K
Citigroup
18
Citigroup
New York
$17K
NES
19
New England Securities
New York
$10K +$10.3K +231 New
CFS
20
Community Financial System
New York
$2K
AC
21
Alexandria Capital
Virginia
$1K
Goldman Sachs
22
Goldman Sachs
New York
-$498K -11,449 Closed
Toronto Dominion Bank
23
Toronto Dominion Bank
Ontario, Canada
-$312K -7,200 Closed
RG
24
Rathbones Group
United Kingdom
-$234K -5,393 Closed

GII Hedge Fund Activity: Q4 2013 in Review

21 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q4 2013, worth a combined $60.9M — up 62% from $37.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of GII and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was State Street, adding an estimated $17.8M. The largest seller was Goldman Sachs, exiting entirely with an estimated $498K sold.

  • 21 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q4 2013, down from 23 in Q3 2013.
  • Funds reported $60.9M of State Street SPDR S&P Global Infrastructure ETF stock for Q4 2013, up 62% quarter-over-quarter.
  • 1 fund opened new State Street SPDR S&P Global Infrastructure ETF positions in Q4 2013 and 3 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q4 2013 was State Street, an estimated $17.8M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q4 2013 was Goldman Sachs, an estimated $498K sold.

Based on aggregated 13F filings for Q4 2013.