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State Street SPDR Dow Jones Global Real Estate ETF

133 hedge funds and large institutions have $852M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

15% more capital invested

Capital invested by funds: $742M → $852M (+$110M)

9% more funds holding

Funds holding: 122133 (+11)

0.16% less ownership

Funds ownership: 50.48%50.33% (-0.16%)

Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
3.55%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
26
Increased
53
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$160M -$1.74M -37,156 -1%
Morgan Stanley
2
Morgan Stanley
New York
$72.1M +$13.6M +290,742 +24%
RJA
3
Raymond James & Associates
Florida
$69.2M +$3.13M +66,884 +5%
MAA
4
Managed Account Advisors
New Jersey
$50.4M +$29.1M +620,857 +143%
GT
5
Glenmede Trust
Pennsylvania
$42.5M -$440K -9,403 -1%
CPO
6
Cerity Partners OCIO
New York
$37.9M -$348K -7,442 -0.9%
Bank of America
7
Bank of America
North Carolina
$37M +$244K +5,210 +0.7%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$34.2M +$2.01M +42,836 +6%
LPL Financial
9
LPL Financial
California
$32.8M +$3.03M +64,829 +10%
CC
10
Curian Capital
Colorado
$25.7M -$8.35M -178,432 -25%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$23.8M -$10.7M -228,160 -31%
LPT
12
Legacy Private Trust
Wisconsin
$17M -$4.93M -105,372 -23%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$15.8M +$1.9M +40,564 +14%
HI
14
Hudock Inc
Pennsylvania
$14.3M +$4.3M +91,880 +44%
UBS Group
15
UBS Group
Switzerland
$14.2M +$13.9M +297,297 New
Wells Fargo
16
Wells Fargo
California
$13.4M -$906K -19,357 -6%
EHPM
17
Emery Howard Portfolio Management
California
$12.2M +$2.19M +46,768 +22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.67M -$501K -10,695 -5%
SFA
19
Sequoia Financial Advisors
Ohio
$9.48M +$3.35M +71,491 +56%
GI
20
Gradient Investments
Minnesota
$8.86M +$844K +18,033 +11%
DWM
21
Dakota Wealth Management
Florida
$7.92M +$7.75M +165,582 New
CHP
22
Cable Hill Partners
Oregon
$7.23M +$7.09M +151,515 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$6.43M -$366K -7,820 -5%
CA
24
Cetera Advisors
Colorado
$6.04M -$43.7K -934 -0.7%
AA
25
Advisory Alpha
Michigan
$5.91M -$271K -5,782 -4%

RWO Hedge Fund Activity: Q4 2014 in Review

133 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2014, worth a combined $852M — up 15% from $742M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RWO positions and 12 closed out — a net gain of 14 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $29.1M. The largest seller was Bank of New York Mellon, cutting an estimated $10.7M.

  • 133 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2014, up from 122 in Q3 2014.
  • Funds reported $852M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2014, up 15% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2014 and 12 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $29.1M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2014 was Bank of New York Mellon, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2014.