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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
CAM
51
Crestone Asset Management
Colorado
$2.91M +$2.86M +31,196 New
AB
52
Atlas Brown
Kentucky
$2.9M
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$2.76M +$102K +1,117 +4%
HCM
54
HMS Capital Management
Tennessee
$2.44M -$88.4K -965 -4%
1GA
55
1st Global Advisors
Texas
$2.36M +$2.32M +25,305 New
MIAN
56
Mariner Independent Advisor Network
Kansas
$2.36M +$225K +2,456 +11%
LF
57
Lee Financial
Texas
$2.32M +$2.28M +24,864 New
BCA
58
Bray Capital Advisors
Florida
$2.32M +$31.3K +342 +1%
GLA
59
Great Lakes Advisors
Illinois
$2.12M -$131K -1,426 -6%
MCM
60
Maryland Capital Management
Maryland
$1.97M -$32.1K -350 -2%
NC
61
NewSquare Capital
Pennsylvania
$1.93M -$46.2K -505 -2%
AC
62
Abbrea Capital
California
$1.87M +$1.84M +20,075 New
SFG
63
SNS Financial Group
Minnesota
$1.87M +$48.4K +529 +3%
BIT
64
BlackRock Institutional Trust
California
$1.82M
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.71M -$3.97M -43,320 -70%
PAG
66
Private Advisor Group
New Jersey
$1.58M +$120K +1,307 +8%
PAG
67
Private Advisory Group
Washington
$1.53M +$1.5M +16,370 New
FIM
68
Freedom Investment Management
Connecticut
$1.51M -$14.9K -163 -1%
EWM
69
Empirical Wealth Management
Washington
$1.46M +$446K +4,867 +45%
NPC
70
National Planning Corporation
California
$1.34M +$93K +1,016 +8%
MA
71
MUFG Americas
New York
$1.3M -$81.4K -889 -6%
Millennium Management
72
Millennium Management
New York
$1.24M +$1.22M +13,300 New
MWP
73
Moller Wealth Partners
$1.22M -$10.6K -116 -0.9%
US Bancorp
74
US Bancorp
Minnesota
$1.18M +$67.7K +739 +6%
SFG
75
StrategIQ Financial Group
Indiana
$1.13M +$102K +1,113 +10%

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.