SPDR S&P International Utilities Sector
IPU was delisted on the 24th of July, 2017.
12 hedge funds and large institutions have $24.5M invested in SPDR S&P International Utilities Sector in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
79% more capital invested
Capital invested by funds: $13.7M → $24.5M (+$10.8M)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
8% less funds holding
Funds holding: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.53M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$474K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$35K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$21.9K |
| 5 |
State Street
Boston,
Massachusetts
|
+$21.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$324K |
| 2 |
Morgan Stanley
New York
|
-$57.2K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $19.8M | +$9.53M | +554,948 | +99% |
|
|
2
State Street
Boston,
Massachusetts
| $1.61M | +$21.1K | +1,229 | +1% |
|
|
3
Morgan Stanley
New York
| $1.31M | -$57.2K | -3,331 | -4% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $745K | +$474K | +27,591 | +191% |
|
|
TAG
5
Tactical Allocation Group
Birmingham,
Michigan
| $349K | +$9.27K | +540 | +3% |
|
|
6
Ameriprise
Minneapolis,
Minnesota
| $223K | +$35K | +2,038 | +19% |
|
|
VKH
7
Virtu KCG Holdings
New York
| $216K | +$209K | +12,161 | New |
|
|
U
8
UBS
Zurich,
Switzerland
| $174K | +$21.9K | +1,273 | +15% |
|
|
9
Wells Fargo
San Francisco,
California
| $74K | -$14K | -815 | -16% |
|
10
Envestnet Asset Management
Chicago,
Illinois
| $25K | +$12.7K | +740 | +107% |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | +$15K | +874 | New |
|
|
AIG
12
American International Group
New York
| $5.21K | – | – | – |
|
|
13
Jane Street
New York
| – | -$324K | -19,741 | Closed |
|
|
14
US Bancorp
Minneapolis,
Minnesota
| – | -$6K | -370 | Closed |
|
IPU Hedge Fund Activity: Q3 2013 in Review
12 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in SPDR S&P International Utilities Sector (IPU) for Q3 2013, worth a combined $24.5M — up 79% from $13.7M a quarter earlier.
Fund positioning in IPU was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $9.53M. The largest seller was Jane Street, exiting entirely with an estimated $324K sold.
- 12 institutional investors held SPDR S&P International Utilities Sector (IPU) as of Q3 2013, down from 13 in Q2 2013.
- Funds reported $24.5M of SPDR S&P International Utilities Sector stock for Q3 2013, up 79% quarter-over-quarter.
- 2 funds opened new SPDR S&P International Utilities Sector positions in Q3 2013 and 2 closed out, a net change of 0 holders.
- The largest SPDR S&P International Utilities Sector buyer in Q3 2013 was Bank of America, an estimated $9.53M added.
- The largest SPDR S&P International Utilities Sector seller in Q3 2013 was Jane Street, an estimated $324K sold.
Based on aggregated 13F filings for Q3 2013.