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State Street SPDR Dow Jones Global Real Estate ETF
RWO

89 hedge funds and large institutions have $496M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

56% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 27

15% more capital invested

Capital invested by funds: $433M → $496M (+$63.1M)

2.52% more ownership

Funds ownership: 47.34% → 49.85% (+2.5%)

0% more funds holding

Funds holding: 89 → 89 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $283K

Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
10
Increased
42
Reduced
27
Closed
10
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$283K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$18.4M
2
TCM
TD Capital Management
Tennessee
+$15.7M
3
Bank of America
Bank of America
North Carolina
+$8.92M
4
CPS
Counsel Portfolio Services
Ontario, Canada
+$7.36M
5
PAM
Panagora Asset Management
Massachusetts
+$7.36M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.55M
2
Morgan Stanley
Morgan Stanley
New York
-$4.58M
3
RBCM
Raub Brock Capital Management
California
-$4.44M
4
CBU
CIBC Bank USA
Illinois
-$4.09M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
WFG Advisors
Texas
$25K +$169 +4 +0.7%
M&T Bank
77
M&T Bank
New York
$25K +$25.2K +596 New
1IC
78
1919 Investment Counsel
Maryland
$18K – – –
MA
79
MCF Advisors
Kentucky
$14K -$1.1K -26 -7%
TIM
80
Tortoise Investment Management
New York
$12K – – –
SSB
81
Sandy Spring Bank
Maryland
$9K – – –
WA
82
Waverly Advisors
Alabama
$8K +$7.77K +184 New
CPS
83
Counsel Portfolio Services
Ontario, Canada
$7.37K +$7.36M +174,232 New
TAIM
84
TD Ameritrade Investment Management
Nebraska
$7K – – –
US Bancorp
85
US Bancorp
Minnesota
$7K – – –
BFEC
86
Benjamin F. Edwards & Company
Missouri
$6K – – –
HDIM
87
Hanson & Doremus Investment Management
Vermont
$3K – – –
BOK
88
Bank of Kentucky
Kentucky
$2K +$2.24K +53 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8 -$503K -11,903 -98%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$6.55M -155,107 Closed
RBCM
91
Raub Brock Capital Management
California
– -$4.44M -105,540 Closed
Natixis Advisors
92
Natixis Advisors
Massachusetts
– -$4.07M -96,596 Closed
RJFSA
93
Raymond James Financial Services Advisors
Florida
– -$1.45M -34,497 Closed
Nomura Holdings
94
Nomura Holdings
Japan
– -$719K -17,073 Closed
WT
95
Wilmington Trust
Delaware
– -$325K -7,719 Closed
BFS
96
Bradley Foster & Sargent
Connecticut
– -$304K -7,234 Closed
SCM
97
SOL Capital Management
Maryland
– -$246K -5,850 Closed
Comerica Bank
98
Comerica Bank
Texas
– -$231K -5,479 Closed
TFA
99
Transamerica Financial Advisors
Florida
– -$3K -49 Closed
EMA
100
Efficient Market Advisors
California
– +$42 +1 New
1 2 3
4

RWO Hedge Fund Activity: Q3 2013 in Review

89 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2013, worth a combined $496M — up 15% from $433M a quarter earlier.

Fund positioning in RWO was balanced in Q3 2013: 10 funds opened new positions, 10 closed out, 42 added to existing stakes and 27 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $18.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.55M sold.

  • 89 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $496M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2013, up 15% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2013 and 10 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2013 was Goldman Sachs, an estimated $18.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2013 was Susquehanna International Group, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2013.