State Street SPDR Dow Jones REIT ETF
RWR
204 hedge funds and large institutions have $2.41B invested in State Street SPDR Dow Jones REIT ETF in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 64 reducing their positions, and 15 closing their positions.
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
18% more call options, than puts
Call options by funds: $2.83M | Put options by funds: $2.41M
12% more capital invested
Capital invested by funds: $2.16B → $2.41B (+$251M)
10% more funds holding
Funds holding: 185 → 204 (+19)
0.38% less ownership
Funds ownership: 75.73% → 75.35% (-0.38%)
19% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$33.8M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$30.1M |
| 3 |
Goldman Sachs
New York
|
+$23.8M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$17.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$39.4M |
| 2 |
Bank of New York Mellon
New York
|
-$14.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$12.6M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$8.63M |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$7.06M |
RWR Hedge Fund Activity: Q4 2015 in Review
204 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2015, worth a combined $2.41B — up 12% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new RWR positions and 15 closed out — a net gain of 21 holders — while 52 added to existing stakes and 64 trimmed.
The largest buyer was Bank of America, adding an estimated $33.8M. The largest seller was Freedom Investment Management, cutting an estimated $39.4M.
- 204 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2015, up from 185 in Q3 2015.
- Funds reported $2.41B of State Street SPDR Dow Jones REIT ETF stock for Q4 2015, up 12% quarter-over-quarter.
- 36 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2015 and 15 closed out, a net change of +21 holders.
- The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2015 was Bank of America, an estimated $33.8M added.
- The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2015 was Freedom Investment Management, an estimated $39.4M sold.
Based on aggregated 13F filings for Q4 2015.