Global X Guru Index ETF
GURU
48 hedge funds and large institutions have $149M invested in Global X Guru Index ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
7% more funds holding
Funds holding: 45 → 48 (+3)
0.61% more ownership
Funds ownership: 36.47% → 37.07% (+0.61%)
17% less capital invested
Capital invested by funds: $180M → $149M (-$30.5M)
55% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 22
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.18M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$519K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$450K |
| 4 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
+$354K |
| 5 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$15.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.97M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$3.77M |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$3.24M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
SG Americas Securities
New York
| – | -$473K | -17,965 | Closed |
|
|
MHS
52
M Holdings Securities
Portland,
Oregon
| – | -$96K | -3,632 | Closed |
|
|
PAG
53
Private Advisor Group
Morristown,
New Jersey
| – | -$56K | -2,136 | Closed |
|
54
Ameriprise
Minneapolis,
Minnesota
| – | -$14K | -532 | Closed |
|
|
WA
55
WFG Advisors
Dallas,
Texas
| – | -$4K | -136 | Closed |
|
|
MPWT
56
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1.21K | -46 | Closed |
|
57
Parallax Volatility Advisers
San Francisco,
California
| – | +$26 | +1 | New |
|
GURU Hedge Fund Activity: Q4 2014 in Review
48 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Global X Guru Index ETF (GURU) for Q4 2014, worth a combined $149M — down 17% from $180M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GURU positions and 8 closed out — a net gain of 4 holders — while 10 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.18M. The largest seller was New York Life Investment Management, cutting an estimated $15.5M.
- 48 institutional investors held Global X Guru Index ETF (GURU) as of Q4 2014, up from 45 in Q3 2014.
- Funds reported $149M of Global X Guru Index ETF stock for Q4 2014, down 17% quarter-over-quarter.
- 12 funds opened new Global X Guru Index ETF positions in Q4 2014 and 8 closed out, a net change of +4 holders.
- The largest Global X Guru Index ETF buyer in Q4 2014 was Morgan Stanley, an estimated $2.18M added.
- The largest Global X Guru Index ETF seller in Q4 2014 was New York Life Investment Management, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2014.