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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

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

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
Bank of America
1
Bank of America
North Carolina
$69.3M +$8.92M +211,373 +15%
Goldman Sachs
2
Goldman Sachs
New York
$59.2M +$18.4M +435,753 +45%
GT
3
Glenmede Trust
Pennsylvania
$35.8M +$7.22M +171,080 +25%
RJA
4
Raymond James & Associates
Florida
$34.9M +$2.43M +57,505 +7%
CC
5
Curian Capital
Colorado
$34.2M +$7.22M +171,098 +27%
LPL Financial
6
LPL Financial
California
$29.6M +$4.68M +110,739 +19%
Morgan Stanley
7
Morgan Stanley
New York
$28.8M -$4.58M -108,398 -14%
CPO
8
Cerity Partners OCIO
New York
$28.2M +$2.9M +68,781 +11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$18.5M +$4.55M +107,873 +33%
TCM
10
TD Capital Management
Tennessee
$15.7M +$15.7M +371,004 New
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$14.9M +$4.72M +111,778 +47%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.7M +$1.92M +45,486 +20%
U
13
UBS
Switzerland
$9.9M -$2.61M -61,775 -21%
AA
14
Ancora Advisors
Ohio
$7.69M -$100K -2,378 -1%
MAA
15
Managed Account Advisors
New Jersey
$7.64M +$756K +17,896 +11%
PAM
16
Panagora Asset Management
Massachusetts
$7.37M +$7.36M +174,232 New
JP Morgan Chase
17
JP Morgan Chase
New York
$7.1M +$975K +23,104 +16%
Wells Fargo
18
Wells Fargo
California
$6.41M -$32.9K -780 -0.5%
CA
19
Cetera Advisors
Colorado
$4.57M +$163K +3,859 +4%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$4.11M – – –
LWI
21
Long Wharf Investors
Massachusetts
$3.55M -$305K -7,218 -8%
PI
22
Placemark Investments
Illinois
$3.53M +$20.2K +478 +0.6%
VKH
23
Virtu KCG Holdings
New York
$3.35M +$3.35M +79,315 New
VFP
24
Verus Financial Partners
Virginia
$3.16M +$257K +6,088 +9%
GI
25
Gradient Investments
Minnesota
$3.09M +$1M +23,703 +48%
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.