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State Street SPDR Dow Jones Global Real Estate ETF

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: 105114 (+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: 31 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$105M +$16.8M +393,926 +20%
RJA
2
Raymond James & Associates
Florida
$53.5M +$12M +282,171 +30%
CC
3
Curian Capital
Colorado
$36.8M +$7.31M +171,765 +26%
CPO
4
Cerity Partners OCIO
New York
$33.5M +$2.36M +55,399 +8%
Morgan Stanley
5
Morgan Stanley
New York
$33.4M +$567K +13,313 +2%
GT
6
Glenmede Trust
Pennsylvania
$30.5M +$45.7K +1,074 +0.2%
Bank of America
7
Bank of America
North Carolina
$28.7M -$7.25M -170,387 -21%
LPL Financial
8
LPL Financial
California
$26.8M +$1.8M +42,372 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$24.3M +$3.32M +78,050 +16%
Wells Fargo
10
Wells Fargo
California
$13.2M +$6.28M +147,447 +95%
U
11
UBS
Switzerland
$13M +$1.3M +30,621 +11%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$11.4M -$4.48M -105,321 -29%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$9.9M +$6.59M +154,882 +215%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.79M -$2.78M -65,396 -23%
MAA
15
Managed Account Advisors
New Jersey
$8.21M -$7.37M -173,017 -48%
AA
16
Ancora Advisors
Ohio
$7.92M +$26.3K +618 +0.3%
GI
17
Gradient Investments
Minnesota
$5.45M +$1.19M +27,998 +29%
AA
18
Advisory Alpha
Michigan
$5.38M +$961K +22,574 +22%
CA
19
Cetera Advisors
Colorado
$5.13M +$155K +3,633 +3%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$4.92M +$404K +9,477 +9%
TCM
21
TD Capital Management
Tennessee
$4.11M -$6.53M -153,407 -62%
LPT
22
Legacy Private Trust
Wisconsin
$4.03M +$3.93M +92,280 New
FA
23
FDx Advisors
Illinois
$4.02M +$1.82M +42,676 +87%
Jane Street
24
Jane Street
New York
$3.47M +$3.38M +79,471 New
IUAM
25
Itau USA Asset Management
New York
$3.15M +$3.07M +72,070 New

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.