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State Street SPDR Dow Jones Global Real Estate ETF

133 hedge funds and large institutions have $852M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

15% more capital invested

Capital invested by funds: $742M → $852M (+$110M)

9% more funds holding

Funds holding: 122133 (+11)

0.16% less ownership

Funds ownership: 50.48%50.33% (-0.16%)

Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
3.55%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
26
Increased
53
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Colony Group
Massachusetts
$1.57M -$451K -9,640 -23%
Nomura Asset Management
52
Nomura Asset Management
Japan
$1.56M +$206K +4,400 +16%
NC
53
NewSquare Capital
Pennsylvania
$1.55M -$132K -2,827 -8%
B
54
Baird
Wisconsin
$1.5M +$317K +6,779 +27%
SCM
55
Stonehearth Capital Management
Massachusetts
$1.45M +$1.42M +30,336 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.42M +$116K +2,484 +9%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$1.36M +$808K +17,257 +153%
NES
58
New England Securities
New York
$1.29M +$346K +7,381 +38%
P
59
Pitcairn
Pennsylvania
$1.21M -$26.8K -572 -2%
AA
60
Ancora Advisors
Ohio
$1.1M -$20.3K -433 -2%
IP
61
Investment Partners
Ohio
$1.05M +$1.03M +21,955 New
NPC
62
National Planning Corporation
California
$1.02M -$283K -6,049 -23%
MFP
63
Mosaic Financial Partners
California
$984K +$224K +4,781 +30%
HighTower Advisors
64
HighTower Advisors
Illinois
$923K -$19.8K -423 -2%
HNB
65
Huntington National Bank
Ohio
$919K
MFS
66
MSI Financial Services
Massachusetts
$914K +$233K +4,976 +35%
CAL
67
Capital Advisors Ltd
Ohio
$911K +$199K +4,259 +29%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$902K
SIAS
69
Shine Investment Advisory Services
Colorado
$895K +$46.8K +1,000 +6%
RJT
70
Raymond James Trust
Florida
$819K -$283K -6,045 -26%
IFB
71
iAB Financial Bank
Indiana
$800K +$57.3K +1,225 +8%
OC
72
Oarsman Capital
Wisconsin
$786K +$42.6K +911 +6%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$780K +$1.22K +26 +0.2%
EWM
74
Empirical Wealth Management
Washington
$748K +$4.92K +105 +0.7%
AA
75
AlphaMark Advisors
Kentucky
$712K

RWO Hedge Fund Activity: Q4 2014 in Review

133 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2014, worth a combined $852M — up 15% from $742M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RWO positions and 12 closed out — a net gain of 14 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $29.1M. The largest seller was Bank of New York Mellon, cutting an estimated $10.7M.

  • 133 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2014, up from 122 in Q3 2014.
  • Funds reported $852M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2014, up 15% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2014 and 12 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $29.1M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2014 was Bank of New York Mellon, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2014.