State Street SPDR Dow Jones Global Real Estate ETF
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.
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%)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$20M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$12.3M |
| 3 |
Morgan Stanley
New York
|
+$9.88M |
| 4 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$9.74M |
| 5 |
EHPM
Emery Howard Portfolio Management
Burlingame,
California
|
+$8.27M |
Top Sellers
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$11.4M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
-$9.76M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.11M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$2.13M |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$1.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
126
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$84K | -1,800 | Closed |
|
|
TFA
127
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$64K | -1,356 | Closed |
|
128
AssetMark Inc
Concord,
California
| – | -$26K | -547 | Closed |
|
|
WF
129
WealthTrust Fairport
Cleveland,
Ohio
| – | -$4K | -90 | Closed |
|
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.