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State Street SPDR Dow Jones REIT ETF

172 hedge funds and large institutions have $1.78B invested in State Street SPDR Dow Jones REIT ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more capital invested

Capital invested by funds: $1.66B → $1.78B (+$117M)

4% more funds holding

Funds holding: 166172 (+6)

0.56% less ownership

Funds ownership: 69.66%69.1% (-0.56%)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

81% less call options, than puts

Call options by funds: $565K | Put options by funds: $2.92M

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
4.94%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
17
Increased
54
Reduced
60
Closed
10
Calls
$565K
Puts
$2.92M
Net Calls
-$2.36M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Confluence Investment Management
Missouri
$8.14M -$3.8M -46,603 -32%
DIP
27
DT Investment Partners
Pennsylvania
$7.9M +$671K +8,230 +9%
CS
28
Credit Suisse
Switzerland
$7.71M -$7.07M -86,706 -48%
TAT
29
TD Ameritrade Trust
Colorado
$6.73M -$277K -3,392 -4%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$6.64M -$2.37M -29,028 -27%
MCM
31
Manchester Capital Management
Vermont
$5.95M +$43.6K +535 +0.8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$5.85M +$3.81M +46,663 +196%
CAM
33
Congress Asset Management
Massachusetts
$5.83M +$5.73M +70,190 New
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$5.18M -$94.6K -1,160 -2%
U
35
UBS
Switzerland
$5.13M +$40.9K +501 +0.8%
ECM
36
ETrade Capital Management
Virginia
$4.63M -$125K -1,537 -3%
BIT
37
BlackRock Institutional Trust
California
$4.53M -$16.1M -197,938 -78%
V
38
Veritable
Delaware
$4.2M +$2.28K +28 +0.1%
MIAN
39
Mariner Independent Advisor Network
Kansas
$4.11M +$4.04M +49,504 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.95M -$4.65M -56,950 -54%
SMC
41
Smith, Moore & Co
Missouri
$3.92M -$9.14K -112 -0.2%
NC
42
NewSquare Capital
Pennsylvania
$3.89M -$2.45K -30 -0.1%
BTS
43
BB&T Securities
Virginia
$3.7M -$408 -5 -0.1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.39M +$150K +1,833 +5%
RJA
45
Raymond James & Associates
Florida
$3.37M +$146K +1,787 +5%
AB
46
Atlas Brown
Kentucky
$3.28M +$96K +1,177 +3%
JP Morgan Chase
47
JP Morgan Chase
New York
$3.19M +$55.4K +679 +2%
CAN
48
Cetera Advisor Networks
California
$3.1M -$89.7K -1,100 -3%
MBT
49
Montecito Bank & Trust
California
$3.01M +$640K +7,851 +28%
BWM
50
Braver Wealth Management
Massachusetts
$2.87M +$20.9K +256 +0.7%

RWR Hedge Fund Activity: Q2 2014 in Review

172 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2014, worth a combined $1.78B — up 7.1% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWR positions and 10 closed out — a net gain of 7 holders — while 54 added to existing stakes and 60 trimmed.

The largest buyer was State Street, adding an estimated $20.3M. The largest seller was Alesco Advisors, cutting an estimated $26.2M.

  • 172 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2014, up from 166 in Q1 2014.
  • Funds reported $1.78B of State Street SPDR Dow Jones REIT ETF stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2014 and 10 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2014 was State Street, an estimated $20.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2014 was Alesco Advisors, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2014.