We are live on ! Find out more
ROBO icon

ROBO Global Robotics & Automation Index ETF
ROBO

17 hedge funds and large institutions have $21.3M invested in ROBO Global Robotics & Automation Index ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

143% more funds holding

Funds holding: 7 → 17 (+10)

132% more capital invested

Capital invested by funds: $9.19M → $21.3M (+$12.1M)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

Holders
17
Holders Change
+10
Holders Change %
+142.86%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
2
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$8.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.1M
3
BPC
Banque Pictet & Cie
Switzerland
+$802K
4
BCM
Beck Capital Management
Texas
+$646K
5
LPL Financial
LPL Financial
California
+$484K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.99M
2
VKH
Virtu KCG Holdings
New York
-$776K
3
U
UBS
Switzerland
-$3.74K
4
AA
Apriem Advisors
California
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$12.7M +$8.16M +303,140 +185%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.15M +$5.1M +189,260 New
PAG
3
Private Advisor Group
New Jersey
$1.08M +$210K +7,783 +24%
BPC
4
Banque Pictet & Cie
Switzerland
$810K +$802K +29,775 New
BCM
5
Beck Capital Management
Texas
$662K +$646K +24,010 New
LPL Financial
6
LPL Financial
California
$490K +$484K +17,994 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$108K +$106K +3,955 New
Deutsche Bank
8
Deutsche Bank
Germany
$81K +$80.8K +3,000 New
JIC
9
Joel Isaacson & Co
New York
$72K +$71.4K +2,650 New
U
10
UBS
Switzerland
$57K -$3.74K -139 -6%
Ameriprise
11
Ameriprise
Minnesota
$35K +$35K +1,300 New
Morgan Stanley
12
Morgan Stanley
New York
$22K +$21.5K +800 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$19K – – –
TF
14
Trutina Financial
Washington
$14K +$13.5K +500 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$7K +$6.73K +250 New
NC
16
NewSquare Capital
Pennsylvania
$5K +$5.28K +196 New
Jane Street
17
Jane Street
New York
– -$2.99M -109,181 Closed
VKH
18
Virtu KCG Holdings
New York
– -$776K -28,434 Closed
AA
19
Apriem Advisors
California
– -$1K -39 Closed
Creative Planning
20
Creative Planning
Kansas
– +$269 +10 New

ROBO Hedge Fund Activity: Q1 2014 in Review

17 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in ROBO Global Robotics & Automation Index ETF (ROBO) for Q1 2014, worth a combined $21.3M — up 132% from $9.19M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ROBO positions and 3 closed out — a net gain of 10 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $8.16M. The largest seller was Jane Street, exiting entirely with an estimated $2.99M sold.

  • 17 institutional investors held ROBO Global Robotics & Automation Index ETF (ROBO) as of Q1 2014, up from 7 in Q4 2013.
  • Funds reported $21.3M of ROBO Global Robotics & Automation Index ETF stock for Q1 2014, up 132% quarter-over-quarter.
  • 13 funds opened new ROBO Global Robotics & Automation Index ETF positions in Q1 2014 and 3 closed out, a net change of +10 holders.
  • The largest ROBO Global Robotics & Automation Index ETF buyer in Q1 2014 was Lazard Asset Management, an estimated $8.16M added.
  • The largest ROBO Global Robotics & Automation Index ETF seller in Q1 2014 was Jane Street, an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2014.