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GREK

Global X MSCI Greece ETF

35 hedge funds and large institutions have $41.4M invested in Global X MSCI Greece ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.69% less ownership

Funds ownership: 9.21%7.52% (-1.7%)

17% less funds holding

Funds holding: 4235 (-7)

48% less capital invested

Capital invested by funds: $79M → $41.4M (-$37.6M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

73% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $6.71M

Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
14
Reduced
8
Closed
13
Calls
$1.83M
Puts
$6.71M
Net Calls
-$4.88M
Net Calls Change
-$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hollencrest Capital Management
California
$5.92M +$365K +5,813 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.47M -$3.32M -52,807 -40%
Jane Street
3
Jane Street
New York
$4.07M +$816K +12,989 +22%
FIG
4
Fortress Investment Group
New York
$3.71M -$440K -7,000 -10%
PL
5
Parkwood LLC
Ohio
$3.32M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.79M +$2.34M +37,330 +295%
X
7
Xponance
Pennsylvania
$2.3M -$2.09M -33,316 -45%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$2.22M -$2.09M -33,317 -46%
CS
9
Credit Suisse
Switzerland
$1.84M +$1.09M +17,333 +111%
LCM
10
Landscape Capital Management
New Jersey
$1.76M -$1.17M -18,562 -37%
Wells Fargo
11
Wells Fargo
California
$1.34M -$373K -5,932 -20%
BCI
12
Brinker Capital Investments
Pennsylvania
$1.19M +$272K +4,333 +25%
JCM
13
Janney Capital Management
Pennsylvania
$1.11M +$18.9K +301 +2%
SG Americas Securities
14
SG Americas Securities
New York
$1.01M +$596K +9,488 +110%
Bank of America
15
Bank of America
North Carolina
$576K +$530K +8,439 +445%
Stifel Financial
16
Stifel Financial
Missouri
$530K +$597K +9,500 New
Citadel Advisors
17
Citadel Advisors
Florida
$508K +$572K +9,103 New
BCM
18
Blenheim Capital Management
New Jersey
$483K
Creative Planning
19
Creative Planning
Kansas
$446K +$498K +7,933 +11,840%
CLOS
20
Compagnie Lombard Odier SCmA
Switzerland
$426K
Morgan Stanley
21
Morgan Stanley
New York
$379K -$817K -13,011 -66%
B
22
Bailard
California
$297K +$335K +5,333 New
U
23
UBS
Switzerland
$221K +$83.1K +1,323 +50%
Nomura Holdings
24
Nomura Holdings
Japan
$119K +$105K +1,667 +386%
TRCT
25
Tower Research Capital (TRC)
New York
$74K +$83K +1,321 New

GREK Hedge Fund Activity: Q3 2014 in Review

35 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Global X MSCI Greece ETF (GREK) for Q3 2014, worth a combined $41.4M — down 48% from $79M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GREK and 6 opened new positions — a net loss of 7 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.34M. The largest seller was Glovista Investments, exiting entirely with an estimated $9.2M sold.

  • 35 institutional investors held Global X MSCI Greece ETF (GREK) as of Q3 2014, down from 42 in Q2 2014.
  • Funds reported $41.4M of Global X MSCI Greece ETF stock for Q3 2014, down 48% quarter-over-quarter.
  • 6 funds opened new Global X MSCI Greece ETF positions in Q3 2014 and 13 closed out, a net change of -7 holders.
  • The largest Global X MSCI Greece ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $2.34M added.
  • The largest Global X MSCI Greece ETF seller in Q3 2014 was Glovista Investments, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2014.