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GREK

Global X MSCI Greece ETF

56 hedge funds and large institutions have $48.3M invested in Global X MSCI Greece ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

17% more funds holding

Funds holding: 4856 (+8)

3% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $3.95M

1.16% less ownership

Funds ownership: 6.58%5.42% (-1.2%)

20% less capital invested

Capital invested by funds: $60.2M → $48.3M (-$11.9M)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
10
Reduced
18
Closed
12
Calls
$4.05M
Puts
$3.95M
Net Calls
+$103K
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$202K -$553K -18,667 -73%
GEM
27
Global Endowment Management
North Carolina
$192K
Bank of New York Mellon
28
Bank of New York Mellon
New York
$192K +$198K +6,667 New
SCM
29
Stuyvesant Capital Management
New York
$179K
CIBC World Market
30
CIBC World Market
Ontario, Canada
$151K -$10.2K -345 -6%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$144K +$148K +5,000 New
Federated Hermes
32
Federated Hermes
Pennsylvania
$136K +$139K +4,700 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$127K -$1.25M -42,312 -91%
RTIM
34
Round Table Investment Management
North Carolina
$113K -$317K -10,678 -73%
UBS Group
35
UBS Group
Switzerland
$109K -$942K -31,794 -89%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$60K +$62.2K +2,098 New
FTUS
37
Flow Traders U.S.
New York
$59K +$60.3K +2,033 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$56K +$15.6K +527 +38%
Daiwa Securities Group
39
Daiwa Securities Group
Japan
$48K +$49.4K +1,667 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$44K +$12.2K +410 +38%
EWM
41
Edge Wealth Management
New York
$38K +$39.5K +1,333 New
Walleye Trading
42
Walleye Trading
New York
$31K -$92K -3,103 -74%
SFPIA
43
Stevens First Principles Investment Advisors
California
$25K +$25.7K +867 New
Creative Planning
44
Creative Planning
Kansas
$23K +$23.7K +800 New
TRCT
45
Tower Research Capital (TRC)
New York
$23K +$23.8K +803 New
MFS
46
MSI Financial Services
Massachusetts
$21K +$21.7K +733 New
CIM
47
Cambria Investment Management
California
$19K
AIG
48
American International Group
New York
$14K +$9.9K +334 +251%
HR
49
Howe & Rusling
New York
$10K -$9.9K -334 -50%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$6K -$19.9K -673 -77%

GREK Hedge Fund Activity: Q3 2015 in Review

56 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Global X MSCI Greece ETF (GREK) for Q3 2015, worth a combined $48.3M — down 20% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GREK positions and 12 closed out — a net gain of 8 holders — while 10 added to existing stakes and 18 trimmed.

The largest buyer was Calamos Advisors, opening a new position worth an estimated $5.29M. The largest seller was City of London Investment Management, exiting entirely with an estimated $11M sold.

  • 56 institutional investors held Global X MSCI Greece ETF (GREK) as of Q3 2015, up from 48 in Q2 2015.
  • Funds reported $48.3M of Global X MSCI Greece ETF stock for Q3 2015, down 20% quarter-over-quarter.
  • 20 funds opened new Global X MSCI Greece ETF positions in Q3 2015 and 12 closed out, a net change of +8 holders.
  • The largest Global X MSCI Greece ETF buyer in Q3 2015 was Calamos Advisors, an estimated $5.29M added.
  • The largest Global X MSCI Greece ETF seller in Q3 2015 was City of London Investment Management, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2015.