SPDR S&P International Utilities Sector
IPU was delisted on the 24th of July, 2017.
15 hedge funds and large institutions have $26.4M invested in SPDR S&P International Utilities Sector in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
15% more funds holding
Funds holding: 13 → 15 (+2)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
21% less capital invested
Capital invested by funds: $33.4M → $26.4M (-$7.05M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$976K |
| 2 |
State Street
Boston,
Massachusetts
|
+$923K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$696K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$621K |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.7M |
| 2 |
Jane Street
New York
|
-$539K |
| 3 |
Morgan Stanley
New York
|
-$226K |
| 4 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
-$117K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$28.8K |
IPU Hedge Fund Activity: Q1 2014 in Review
15 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in SPDR S&P International Utilities Sector (IPU) for Q1 2014, worth a combined $26.4M — down 21% from $33.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IPU positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Aviance Capital Management, opening a new position worth an estimated $976K. The largest seller was Bank of America, cutting an estimated $11.7M.
- 15 institutional investors held SPDR S&P International Utilities Sector (IPU) as of Q1 2014, up from 13 in Q4 2013.
- Funds reported $26.4M of SPDR S&P International Utilities Sector stock for Q1 2014, down 21% quarter-over-quarter.
- 4 funds opened new SPDR S&P International Utilities Sector positions in Q1 2014 and 2 closed out, a net change of +2 holders.
- The largest SPDR S&P International Utilities Sector buyer in Q1 2014 was Aviance Capital Management, an estimated $976K added.
- The largest SPDR S&P International Utilities Sector seller in Q1 2014 was Bank of America, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2014.