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State Street SPDR S&P Global Infrastructure ETF

17 hedge funds and large institutions have $75.3M invested in State Street SPDR S&P Global Infrastructure ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $60.9M → $75.3M (+$14.4M)

7.83% more ownership

Funds ownership: 79.77%87.6% (+7.8%)

19% less funds holding

Funds holding: 2117 (-4)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$66.2M +$15.2M +333,998 +32%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.35M -$389K -8,555 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.46M -$1.22M -26,858 -47%
U
4
UBS
Switzerland
$824K +$294K +6,456 +60%
AWA
5
AmeriServ Wealth Advisors
Pennsylvania
$797K -$521K -11,450 -41%
FIM
6
Freedom Investment Management
Connecticut
$758K +$23.1K +508 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$563K -$108K -2,373 -17%
RG
8
Rathbones Group
United Kingdom
$489K +$467K +10,253 New
B
9
Bailard
California
$267K
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$175K -$11.2K -245 -6%
Morgan Stanley
11
Morgan Stanley
New York
$153K -$442K -9,712 -75%
Wells Fargo
12
Wells Fargo
California
$69K +$27.7K +609 +74%
Bank of America
13
Bank of America
North Carolina
$63K +$25K +550 +72%
AIG
14
American International Group
New York
$33.4K +$31.9K +700 New
KTC
15
Kistler-Tiffany Companies
Pennsylvania
$30K -$6.6K -145 -19%
Citigroup
16
Citigroup
New York
$18K
CFS
17
Community Financial System
New York
$2K
Jane Street
18
Jane Street
New York
-$1.83M -40,897 Closed
UBS AM
19
UBS AM
Illinois
-$911K -20,274 Closed
VKH
20
Virtu KCG Holdings
New York
-$295K -6,567 Closed
LPL Financial
21
LPL Financial
California
-$224K -5,008 Closed
NES
22
New England Securities
New York
-$10K -231 Closed
AC
23
Alexandria Capital
Virginia
-$1K -32 Closed

GII Hedge Fund Activity: Q1 2014 in Review

17 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q1 2014, worth a combined $75.3M — up 24% from $60.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GII and 2 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was State Street, adding an estimated $15.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.83M sold.

  • 17 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q1 2014, down from 21 in Q4 2013.
  • Funds reported $75.3M of State Street SPDR S&P Global Infrastructure ETF stock for Q1 2014, up 24% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q1 2014 and 6 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q1 2014 was State Street, an estimated $15.2M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q1 2014 was Jane Street, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2014.