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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
LPT
76
Legacy Private Trust
Wisconsin
$999K -$7.88M -86,082 -89%
CDIA
77
Capital Directions Investment Advisors
Georgia
$990K
FCBT
78
First Citizens Bank & Trust
North Carolina
$961K +$943K +10,298 New
TI
79
Truepoint Inc
Ohio
$939K +$389K +4,243 +72%
GB
80
Gunma Bank
Japan
$934K
GC
81
Gibson Capital
Pennsylvania
$882K
MFT
82
Moisand Fitzgerald Tamayo
Florida
$880K -$9.98K -109 -1%
CFB
83
Cullen/Frost Bankers
Texas
$872K
FAAS
84
First Allied Advisory Services
California
$861K -$1.88M -20,478 -69%
ACM
85
Armbruster Capital Management
New York
$855K -$192K -2,100 -19%
QCMC
86
Quantum Capital Management (California)
California
$843K -$9.43K -103 -1%
MBT
87
Montecito Bank & Trust
California
$830K -$257K -2,811 -24%
EWA
88
Exencial Wealth Advisors
Oklahoma
$822K -$3.48K -38 -0.4%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$811K +$7.6K +83 +1%
AIM
90
Allen Investment Management
New York
$809K
LS
91
Lattice Strategies
Pennsylvania
$807K +$44K +480 +6%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$766K +$40.3K +440 +6%
ONB
93
Old National Bancorp
Indiana
$758K -$118K -1,289 -14%
KBFS
94
Kohmann Bosshard Financial Services
Ohio
$743K +$730K +7,971 New
PFA
95
Pure Financial Advisors
California
$731K +$34.8K +380 +5%
SI
96
Stephens Inc
Arkansas
$699K -$3.75K -41 -0.5%
SPC
97
Sigma Planning Corp
Michigan
$658K +$2.11K +23 +0.3%
HFS
98
HL Financial Services
Kentucky
$638K +$68.7K +750 +12%
EVM
99
Eaton Vance Management
Massachusetts
$636K
AIA
100
Allegis Investment Advisors
Idaho
$627K -$1.54M -16,799 -71%

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.