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State Street SPDR Dow Jones Global Real Estate ETF
RWO

114 hedge funds and large institutions have $540M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

76% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $496M → $540M (+$44M)

9% more funds holding

Funds holding: 105 → 114 (+9)

0.75% less ownership

Funds ownership: 50.06% → 49.31% (-0.75%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$16.8M
2
RJA
Raymond James & Associates
Florida
+$12M
3
CC
Curian Capital
Colorado
+$7.31M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$6.59M
5
Wells Fargo
Wells Fargo
California
+$6.28M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$8.83M
2
MAA
Managed Account Advisors
New Jersey
-$7.37M
3
Bank of America
Bank of America
North Carolina
-$7.25M
4
CPS
Counsel Portfolio Services
Ontario, Canada
-$7.24M
5
PAM
Panagora Asset Management
Massachusetts
-$7.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$3.11M +$938K +22,026 +45%
Invesco
27
Invesco
Georgia
$2.83M +$647K +15,193 +31%
BPBT
28
Boston Private Bank & Trust
Massachusetts
$2.71M +$185K +4,351 +8%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.53M -$144K -3,373 -6%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$2.53M – – –
CCM
31
Condor Capital Management
New Jersey
$2.07M +$138K +3,246 +7%
FHC
32
First Heartland Consultants
Missouri
$2.04M -$207K -4,870 -9%
LWI
33
Long Wharf Investors
Massachusetts
$2M -$1.55M -36,457 -44%
Ameriprise
34
Ameriprise
Minnesota
$1.8M -$85.7K -2,012 -5%
NC
35
NewSquare Capital
Pennsylvania
$1.68M +$191K +4,495 +13%
CS
36
Credit Suisse
Switzerland
$1.55M -$110K -2,575 -7%
P
37
Pitcairn
Pennsylvania
$1.49M -$1.37M -32,123 -49%
VKH
38
Virtu KCG Holdings
New York
$1.33M +$818K +19,210 +172%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.31M +$265K +6,229 +26%
RJT
40
Raymond James Trust
Florida
$1.19M +$250K +5,872 +27%
VFP
41
Verus Financial Partners
Virginia
$1.12M -$1.57M -36,831 -59%
HNB
42
Huntington National Bank
Ohio
$1.09M – – –
Jones Financial Companies
43
Jones Financial Companies
Missouri
$1.07M +$456K +10,719 +78%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$887K +$865K +20,310 New
Nomura Asset Management
45
Nomura Asset Management
Japan
$874K +$511K +12,000 +150%
SCG
46
Strategic Capital Group
Washington
$821K +$542K +12,720 +209%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$810K +$142K +3,344 +22%
NPC
48
National Planning Corporation
California
$773K -$434K -10,195 -37%
B
49
Baird
Wisconsin
$728K +$168K +3,942 +31%
CBU
50
CIBC Bank USA
Illinois
$713K -$1.75K -41 -0.3%
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3 4 5

RWO Hedge Fund Activity: Q1 2014 in Review

114 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2014, worth a combined $540M — up 8.9% from $496M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWO positions and 8 closed out — a net gain of 9 holders — while 51 added to existing stakes and 29 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $16.8M. The largest seller was JP Morgan Chase, cutting an estimated $8.83M.

  • 114 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2014, up from 105 in Q4 2013.
  • Funds reported $540M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2014, up 8.9% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2014 and 8 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2014 was Goldman Sachs, an estimated $16.8M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2014 was JP Morgan Chase, an estimated $8.83M sold.

Based on aggregated 13F filings for Q1 2014.