SPDR S&P International Utilities Sector
IPU was delisted on the 24th of July, 2017.
16 hedge funds and large institutions have $51.7M invested in SPDR S&P International Utilities Sector in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
6% less funds holding
Funds holding: 17 → 16 (-1)
6% less capital invested
Capital invested by funds: $55M → $51.7M (-$3.28M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$362K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$295K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$147K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$39.5K |
| 5 |
Morgan Stanley
New York
|
+$24.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$594K |
| 2 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$221K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$17K |
| 4 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
-$8.44K |
| 5 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$4.05K |
IPU Hedge Fund Activity: Q3 2014 in Review
16 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in SPDR S&P International Utilities Sector (IPU) for Q3 2014, worth a combined $51.7M — down 6% from $55M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IPU and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.
The largest buyer was Bank of America, adding an estimated $362K. The largest seller was Aviance Capital Management, exiting entirely with an estimated $594K sold.
- 16 institutional investors held SPDR S&P International Utilities Sector (IPU) as of Q3 2014, down from 17 in Q2 2014.
- Funds reported $51.7M of SPDR S&P International Utilities Sector stock for Q3 2014, down 6% quarter-over-quarter.
- 2 funds opened new SPDR S&P International Utilities Sector positions in Q3 2014 and 3 closed out, a net change of -1 holder.
- The largest SPDR S&P International Utilities Sector buyer in Q3 2014 was Bank of America, an estimated $362K added.
- The largest SPDR S&P International Utilities Sector seller in Q3 2014 was Aviance Capital Management, an estimated $594K sold.
Based on aggregated 13F filings for Q3 2014.