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State Street SPDR S&P Global Natural Resources ETF

43 hedge funds and large institutions have $357M invested in State Street SPDR S&P Global Natural Resources ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

0.39% less ownership

Funds ownership: 63.07%62.68% (-0.39%)

7% less capital invested

Capital invested by funds: $385M → $357M (-$28.1M)

9% less funds holding

Funds holding: 4743 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
3
Increased
25
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
$80.9M +$14.2M +273,398 +20%
JP Morgan Chase
2
JP Morgan Chase
New York
$68.4M +$171K +3,288 +0.2%
QI
3
QS Investors
New York
$64.7M +$2.9M +55,808 +4%
BlackRock
4
BlackRock
New York
$38.1M +$106K +2,040 +0.3%
Bank of America
5
Bank of America
North Carolina
$19.2M +$1.01M +19,351 +5%
PFA
6
Pure Financial Advisors
California
$16.4M +$870K +16,720 +5%
USAA
7
United Services Automobile Association
Texas
$14.6M
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$14.6M +$395K +7,602 +3%
Morgan Stanley
9
Morgan Stanley
New York
$7.23M -$2.97M -57,170 -28%
U
10
UBS
Switzerland
$4M +$1.15M +22,168 +37%
LNB
11
Ledyard National Bank
$3.73M +$3.3M +63,506 +489%
RJA
12
Raymond James & Associates
Florida
$3.36M +$166K +3,197 +5%
CG
13
Colony Group
Massachusetts
$3.08M +$2.76M +53,091 +527%
Wells Fargo
14
Wells Fargo
California
$2.54M -$612K -11,759 -18%
KCM
15
Kanawha Capital Management
Virginia
$1.9M +$123K +2,365 +6%
AA
16
Alesco Advisors
New York
$1.86M +$120K +2,300 +6%
PFM
17
Phillips Financial Management
Indiana
$1.75M -$14.8K -284 -0.7%
VA
18
Valmark Advisers
Ohio
$1.67M -$217K -4,164 -11%
LPL Financial
19
LPL Financial
California
$1.61M +$45.2K +868 +3%
Goldman Sachs
20
Goldman Sachs
New York
$1.42M +$832 +16 +0.1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.33M +$58.1K +1,117 +4%
S
22
SignatureFD
Georgia
$923K +$410K +7,876 +71%
PAG
23
Private Advisor Group
New Jersey
$816K +$79.2K +1,522 +10%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$726K +$765K +14,708 +7,071%
CL
25
Choreo LLC
Illinois
$472K

GNR Hedge Fund Activity: Q3 2014 in Review

43 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Natural Resources ETF (GNR) for Q3 2014, worth a combined $357M — down 7.3% from $385M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GNR and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 25 added.

The largest buyer was State Street, adding an estimated $14.2M. The largest seller was Polaris Wealth Advisory Group, exiting entirely with an estimated $12.2M sold.

  • 43 institutional investors held State Street SPDR S&P Global Natural Resources ETF (GNR) as of Q3 2014, down from 47 in Q2 2014.
  • Funds reported $357M of State Street SPDR S&P Global Natural Resources ETF stock for Q3 2014, down 7.3% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Global Natural Resources ETF positions in Q3 2014 and 6 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Global Natural Resources ETF buyer in Q3 2014 was State Street, an estimated $14.2M added.
  • The largest State Street SPDR S&P Global Natural Resources ETF seller in Q3 2014 was Polaris Wealth Advisory Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2014.