State Street SPDR Dow Jones REIT ETF
188 hedge funds and large institutions have $2.42B invested in State Street SPDR Dow Jones REIT ETF in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
12% more capital invested
Capital invested by funds: $2.17B → $2.42B (+$250M)
4% more funds holding
Funds holding: 181 → 188 (+7)
1.51% more ownership
Funds ownership: 71.5% → 73.01% (+1.5%)
21% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 70
69% less call options, than puts
Call options by funds: $804K | Put options by funds: $2.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$46.2M |
| 2 |
Goldman Sachs
New York
|
+$28.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$16.7M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$14M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$18.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$7.5M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$6.04M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$4.44M |
| 5 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
-$4.09M |
RWR Hedge Fund Activity: Q1 2015 in Review
188 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2015, worth a combined $2.42B — up 12% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new RWR positions and 15 closed out — a net gain of 9 holders — while 55 added to existing stakes and 70 trimmed.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $46.2M. The largest seller was Franklin Resources, cutting an estimated $18.6M.
- 188 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2015, up from 181 in Q4 2014.
- Funds reported $2.42B of State Street SPDR Dow Jones REIT ETF stock for Q1 2015, up 12% quarter-over-quarter.
- 24 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2015 and 15 closed out, a net change of +9 holders.
- The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2015 was Parametric Portfolio Associates, an estimated $46.2M added.
- The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2015 was Franklin Resources, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2015.