State Street SPDR Dow Jones REIT ETF
185 hedge funds and large institutions have $2.16B invested in State Street SPDR Dow Jones REIT ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
5% more funds holding
Funds holding: 176 → 185 (+9)
1.78% more ownership
Funds ownership: 73.95% → 75.73% (+1.8%)
2% more capital invested
Capital invested by funds: $2.12B → $2.16B (+$34.5M)
40% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 72
80% less call options, than puts
Call options by funds: $525K | Put options by funds: $2.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$37.9M |
| 2 |
Goldman Sachs
New York
|
+$27.8M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$17.7M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$16M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$32.3M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$21.1M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$19.7M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$6.37M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$6.06M |
RWR Hedge Fund Activity: Q3 2015 in Review
185 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2015, worth a combined $2.16B — up 1.6% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new RWR positions and 15 closed out — a net gain of 11 holders — while 43 added to existing stakes and 72 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $37.9M. The largest seller was State Street, cutting an estimated $32.3M.
- 185 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2015, up from 176 in Q2 2015.
- Funds reported $2.16B of State Street SPDR Dow Jones REIT ETF stock for Q3 2015, up 1.6% quarter-over-quarter.
- 26 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2015 and 15 closed out, a net change of +11 holders.
- The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2015 was Freedom Investment Management, an estimated $37.9M added.
- The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2015 was State Street, an estimated $32.3M sold.
Based on aggregated 13F filings for Q3 2015.