SPDR S&P International Utilities Sector
IPU was delisted on the 24th of July, 2017.
13 hedge funds and large institutions have $33.4M invested in SPDR S&P International Utilities Sector in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
36% more capital invested
Capital invested by funds: $24.5M → $33.4M (+$8.94M)
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$11.9M |
| 2 |
Jane Street
New York
|
+$534K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$258K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$208K |
| 5 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
+$81.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.89M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$465K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$216K |
| 4 |
Morgan Stanley
New York
|
-$164K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $16.3M | -$3.89M | -216,545 | -19% |
|
|
2
State Street
Boston,
Massachusetts
| $13.7M | +$11.9M | +664,327 | +733% |
|
|
3
Morgan Stanley
New York
| $1.17M | -$164K | -9,131 | -12% |
|
|
4
Jane Street
New York
| $539K | +$534K | +29,707 | New |
|
|
TAG
5
Tactical Allocation Group
Birmingham,
Michigan
| $439K | +$81.7K | +4,548 | +23% |
|
|
U
6
UBS
Zurich,
Switzerland
| $387K | +$208K | +11,572 | +118% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $292K | -$465K | -25,912 | -62% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $276K | +$258K | +14,364 | +1,643% |
|
9
Ameriprise
Minneapolis,
Minnesota
| $230K | +$1.63K | +91 | +0.7% |
|
|
10
Wells Fargo
San Francisco,
California
| $69K | -$6.55K | -365 | -9% |
|
11
Envestnet Asset Management
Chicago,
Illinois
| $25K | -$503 | -28 | -2% |
|
12
Fifth Third Bancorp
Cincinnati,
Ohio
| $20K | +$20K | +1,113 | New |
|
|
AIG
13
American International Group
New York
| $5.33K | – | – | – |
|
|
VKH
14
Virtu KCG Holdings
New York
| – | -$216K | -12,161 | Closed |
|
IPU Hedge Fund Activity: Q4 2013 in Review
13 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in SPDR S&P International Utilities Sector (IPU) for Q4 2013, worth a combined $33.4M — up 36% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IPU positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.
The largest buyer was State Street, adding an estimated $11.9M. The largest seller was Bank of America, cutting an estimated $3.89M.
- 13 institutional investors held SPDR S&P International Utilities Sector (IPU) as of Q4 2013, up from 12 in Q3 2013.
- Funds reported $33.4M of SPDR S&P International Utilities Sector stock for Q4 2013, up 36% quarter-over-quarter.
- 2 funds opened new SPDR S&P International Utilities Sector positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest SPDR S&P International Utilities Sector buyer in Q4 2013 was State Street, an estimated $11.9M added.
- The largest SPDR S&P International Utilities Sector seller in Q4 2013 was Bank of America, an estimated $3.89M sold.
Based on aggregated 13F filings for Q4 2013.