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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
EAM
76
Evanson Asset Management
California
$314K +$2.94K +69 +1%
NDSI
77
Newman Dignan & Sheerar Inc
Rhode Island
$285K – – –
AF
78
Aldebaran Financial
$251K +$2.34K +55 +1%
SCM
79
SOL Capital Management
Maryland
$214K +$209K +4,900 New
LNB
80
Ledyard National Bank
$180K +$175K +4,121 New
PO
81
Private Ocean
California
$164K +$554 +13 +0.3%
ECM
82
ETrade Capital Management
Virginia
$158K -$53.4K -1,254 -26%
Deutsche Bank
83
Deutsche Bank
Germany
$144K +$141K +3,300 New
Creative Planning
84
Creative Planning
Kansas
$139K -$60.5K -1,422 -31%
PVH
85
Psagot Value Holdings
Israel
$134K +$8.52K +200 +7%
AIG
86
American International Group
New York
$128K -$164K -3,853 -57%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$92K – – –
RIA
88
Regal Investment Advisors
Michigan
$80K +$50.7K +1,191 +183%
Citigroup
89
Citigroup
New York
$77K +$43 +1 +0.1%
TFA
90
Transamerica Financial Advisors
Florida
$55K +$53.5K +1,256 New
AW
91
Alpha Windward
Massachusetts
$52K -$8.73K -205 -15%
1IC
92
1919 Investment Counsel
Maryland
$40K +$21.1K +495 +121%
PTC
93
Private Trust Company
Ohio
$37K +$6.77K +159 +23%
BRWM
94
B. Riley Wealth Management
Tennessee
$34K +$33.4K +785 New
M&T Bank
95
M&T Bank
New York
$26K – – –
WA
96
WFG Advisors
Texas
$26K +$128 +3 +0.5%
LFG
97
LifePlan Financial Group
Ohio
$18K – – –
MA
98
MCF Advisors
Kentucky
$14K – – –
TIM
99
Tortoise Investment Management
New York
$12K – – –
SSB
100
Sandy Spring Bank
Maryland
$10K – – –
1 2 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.