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State Street SPDR Dow Jones Global Real Estate ETF
RWO

122 hedge funds and large institutions have $742M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 28

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

8% more capital invested

Capital invested by funds: $689M → $742M (+$52.5M)

2% more funds holding

Funds holding: 120 → 122 (+2)

1.48% less ownership

Funds ownership: 51.97% → 50.48% (-1.5%)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
3.54%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
13
Increased
60
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$20M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$12.3M
3
Morgan Stanley
Morgan Stanley
New York
+$9.88M
4
HI
Hudock Inc
Pennsylvania
+$9.74M
5
EHPM
Emery Howard Portfolio Management
California
+$8.27M

Top Sellers

1
LPT
Legacy Private Trust
Wisconsin
-$11.4M
2
CC
Curian Capital
Colorado
-$9.76M
3
Wells Fargo
Wells Fargo
California
-$3.11M
4
GT
Glenmede Trust
Pennsylvania
-$2.13M
5
TCM
TD Capital Management
Tennessee
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Asset Management
51
Nomura Asset Management
Japan
$1.23M -$70K -1,500 -5%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.21M +$87.9K +1,883 +7%
NPC
53
National Planning Corporation
California
$1.18M +$439K +9,409 +54%
P
54
Pitcairn
Pennsylvania
$1.15M -$278K -5,962 -19%
FAAS
55
First Allied Advisory Services
California
$1.14M +$178K +3,820 +17%
PMG
56
ProVise Management Group
Florida
$1.12M +$420K +9,001 +55%
B
57
Baird
Wisconsin
$1.09M +$180K +3,859 +19%
AA
58
Ancora Advisors
Ohio
$1.04M -$4.15K -89 -0.4%
RJT
59
Raymond James Trust
Florida
$1.03M -$207K -4,437 -16%
ACM
60
Argentus Capital Management
Texas
$924K +$267K +5,726 +38%
HNB
61
Huntington National Bank
Ohio
$893K – – –
SCA
62
Strategic Capital Alternatives
United States
$883K +$929K +19,917 New
HighTower Advisors
63
HighTower Advisors
Illinois
$876K +$273K +5,854 +42%
NES
64
New England Securities
New York
$869K +$301K +6,452 +49%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$838K +$409K +8,764 +86%
SIAS
66
Shine Investment Advisory Services
Colorado
$787K – – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$723K +$754K +16,159 +10,993%
MFP
68
Mosaic Financial Partners
California
$702K +$51.6K +1,106 +8%
EWM
69
Empirical Wealth Management
Washington
$690K +$5.97K +128 +0.8%
OC
70
Oarsman Capital
Wisconsin
$690K +$46.5K +996 +7%
IFB
71
iAB Financial Bank
Indiana
$688K -$2.8K -60 -0.4%
AA
72
AlphaMark Advisors
Kentucky
$661K – – –
CAL
73
Capital Advisors Ltd
Ohio
$657K +$92.1K +1,973 +15%
KFS
74
KMS Financial Services
Washington
$650K +$18.2K +391 +3%
CBU
75
CIBC Bank USA
Illinois
$635K +$13.2K +282 +2%
1 2
3
4 5

RWO Hedge Fund Activity: Q3 2014 in Review

122 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2014, worth a combined $742M — up 7.6% from $689M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWO positions and 7 closed out — a net gain of 6 holders — while 60 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20M. The largest seller was Legacy Private Trust, cutting an estimated $11.4M.

  • 122 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2014, up from 120 in Q2 2014.
  • Funds reported $742M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2014, up 7.6% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2014 and 7 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2014 was Goldman Sachs, an estimated $20M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2014 was Legacy Private Trust, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2014.