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GREK

Global X MSCI Greece ETF

30 hedge funds and large institutions have $35.3M invested in Global X MSCI Greece ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 0 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 7.52%7.68% (+0.16%)

14% less funds holding

Funds holding: 3530 (-5)

15% less capital invested

Capital invested by funds: $41.4M → $35.3M (-$6.06M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

84% less call options, than puts

Call options by funds: $6.9M | Put options by funds: $42.4M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 13

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
Reduced
13
Closed
16
Calls
$6.9M
Puts
$42.4M
Net Calls
-$35.5M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
MYCIO Wealth Partners
Pennsylvania
$3K
AIM
27
Advantage Investment Management
Iowa
$3K +$3.23K +67 New
JIC
28
Joel Isaacson & Co
New York
$3K +$3.23K +67 New
MFS
29
MSI Financial Services
Massachusetts
$2K +$2.02K +42 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
-$4.47M -80,243 Closed
Jane Street
31
Jane Street
New York
-$4.07M -72,970 Closed
FIG
32
Fortress Investment Group
New York
-$3.71M -66,487 Closed
PL
33
Parkwood LLC
Ohio
-$3.32M -59,500 Closed
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
-$2.22M -39,780 Closed
BCI
35
Brinker Capital Investments
Pennsylvania
-$1.19M -21,373 Closed
Stifel Financial
36
Stifel Financial
Missouri
-$530K -9,500 Closed
Citadel Advisors
37
Citadel Advisors
Florida
-$508K -9,103 Closed
Creative Planning
38
Creative Planning
Kansas
-$446K -8,000 Closed
B
39
Bailard
California
-$297K -5,333 Closed
Nomura Holdings
40
Nomura Holdings
Japan
-$119K -2,099 Closed
TRCT
41
Tower Research Capital (TRC)
New York
-$63.6K -1,320 -100%
US Bancorp
42
US Bancorp
Minnesota
-$59K -1,053 Closed
JIR
43
James Investment Research
Ohio
-$45K -799 Closed
AIG
44
American International Group
New York
-$8.37K -150 Closed
Ameriprise
45
Ameriprise
Minnesota
-$8K -149 Closed
Deutsche Bank
46
Deutsche Bank
Germany
-$3K -65 Closed

GREK Hedge Fund Activity: Q4 2014 in Review

30 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Global X MSCI Greece ETF (GREK) for Q4 2014, worth a combined $35.3M — down 15% from $41.4M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of GREK and 13 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 0 added.

The largest buyer was State of Tennessee, Department of Treasury, opening a new position worth an estimated $13.8M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $4.47M sold.

  • 30 institutional investors held Global X MSCI Greece ETF (GREK) as of Q4 2014, down from 35 in Q3 2014.
  • Funds reported $35.3M of Global X MSCI Greece ETF stock for Q4 2014, down 15% quarter-over-quarter.
  • 13 funds opened new Global X MSCI Greece ETF positions in Q4 2014 and 16 closed out, a net change of -3 holders.
  • The largest Global X MSCI Greece ETF buyer in Q4 2014 was State of Tennessee, Department of Treasury, an estimated $13.8M added.
  • The largest Global X MSCI Greece ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $4.47M sold.

Based on aggregated 13F filings for Q4 2014.