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State Street SPDR Dow Jones REIT ETF

224 hedge funds and large institutions have $2.46B invested in State Street SPDR Dow Jones REIT ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $3.24M

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

2% more funds holding

Funds holding: 220224 (+4)

0.77% less ownership

Funds ownership: 74.69%73.93% (-0.77%)

13% less capital invested

Capital invested by funds: $2.82B → $2.46B (-$363M)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
38
Increased
57
Reduced
78
Closed
31
Calls
$7.88M
Puts
$3.24M
Net Calls
+$4.64M
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$7.06M +$139K +1,519 +2%
SC
27
Stratford Consulting
Texas
$6.93M +$57.8K +631 +0.9%
TCM
28
TD Capital Management
Tennessee
$6.9M -$93.4K -1,020 -1%
SG Americas Securities
29
SG Americas Securities
New York
$6.43M +$6.31M +68,868 New
HNB
30
Huntington National Bank
Ohio
$5.42M -$34.1K -372 -0.6%
CS
31
Credit Suisse
Switzerland
$5.26M +$5.16M +56,326 New
SMC
32
Smith, Moore & Co
Missouri
$4.88M -$200K -2,180 -4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.86M -$2.4M -26,194 -33%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$4.86M -$109K -1,189 -2%
TAT
35
TD Ameritrade Trust
Colorado
$4.72M +$152K +1,659 +3%
Brown Advisory
36
Brown Advisory
Maryland
$4.65M -$3.16M -34,493 -41%
BBA
37
BLB&B Advisors
Pennsylvania
$4.6M +$533K +5,824 +13%
CA
38
Clearstead Advisors
Ohio
$4.26M +$4.18M +45,662 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.12M +$48.4K +529 +1%
V
40
Veritable
Delaware
$4.07M
CAM
41
Congress Asset Management
Massachusetts
$3.76M -$1.96M -21,452 -35%
UWPG
42
Ullmann Wealth Partners Group
Florida
$3.75M +$3.7M +40,414 New
Charles Schwab
43
Charles Schwab
California
$3.73M -$1.54M -16,800 -30%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$3.54M -$2.52M -27,481 -42%
UCFA
45
United Capital Financial Advisors
Texas
$3.46M +$3.19M +34,798 +1,571%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$3.26M +$678K +7,403 +27%
CAN
47
Cetera Advisor Networks
California
$3.21M -$3.04M -33,153 -49%
MCM
48
Manchester Capital Management
Vermont
$3.16M +$937K +10,226 +43%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$2.97M +$134K +1,465 +5%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.92M -$2.22M -24,264 -44%

RWR Hedge Fund Activity: Q4 2016 in Review

224 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2016, worth a combined $2.46B — down 13% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 31 closed out — a net gain of 7 holders — while 57 added to existing stakes and 78 trimmed.

The largest buyer was TIAA CREF Trust, adding an estimated $41.1M. The largest seller was Goldman Sachs, cutting an estimated $103M.

  • 224 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2016, up from 220 in Q3 2016.
  • Funds reported $2.46B of State Street SPDR Dow Jones REIT ETF stock for Q4 2016, down 13% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2016 and 31 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2016 was TIAA CREF Trust, an estimated $41.1M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2016 was Goldman Sachs, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2016.