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State Street SPDR Dow Jones REIT ETF

172 hedge funds and large institutions have $1.78B invested in State Street SPDR Dow Jones REIT ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more capital invested

Capital invested by funds: $1.66B → $1.78B (+$117M)

4% more funds holding

Funds holding: 166172 (+6)

0.56% less ownership

Funds ownership: 69.66%69.1% (-0.56%)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

81% less call options, than puts

Call options by funds: $565K | Put options by funds: $2.92M

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
4.94%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
17
Increased
54
Reduced
60
Closed
10
Calls
$565K
Puts
$2.92M
Net Calls
-$2.36M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
101
Foster & Motley
Ohio
$413K -$64.2K -787 -14%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$406K +$93.8K +1,150 +31%
IC
103
Iconiq Capital
California
$391K
PO
104
Private Ocean
California
$364K +$571 +7 +0.2%
KFS
105
KMS Financial Services
Washington
$359K -$5.22K -64 -1%
PAG
106
Private Advisor Group
New Jersey
$354K +$59.1K +725 +20%
CW
107
Cobiz Wealth
Colorado
$334K -$2.45K -30 -0.7%
ICAS
108
Investors Capital Advisory Services
Massachusetts
$333K -$11.6K -142 -3%
SC
109
SouthState Corp
Florida
$332K
Natixis Advisors
110
Natixis Advisors
Massachusetts
$309K +$11K +135 +4%
ALA
111
Atherton Lane Advisers
California
$284K +$279K +3,425 New
OC
112
Oppenheimer & Co
New York
$261K -$407K -4,986 -61%
PFA
113
Pure Financial Advisors
California
$260K
RC
114
RegentAtlantic Capital
New Jersey
$259K
PWM
115
Perigon Wealth Management
California
$244K
DWT
116
Dorsey & Whitney Trust
South Dakota
$241K
SI
117
Stephens Inc
Arkansas
$237K -$8.51M -104,341 -97%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$229K -$18.4K -225 -8%
FCBT
119
First Citizens Bank & Trust
North Carolina
$229K
CFC
120
Coyle Financial Counsel
Illinois
$222K -$1.71K -21 -0.8%
CNB
121
City National Bank
California
$216K +$212K +2,599 New
NAMP
122
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$207K +$204K +2,500 New
ONB
123
Old National Bancorp
Indiana
$202K +$199K +2,438 New
PVH
124
Psagot Value Holdings
Israel
$193K -$26.2K -321 -12%
VIA
125
Vantage Investment Advisors
Pennsylvania
$193K

RWR Hedge Fund Activity: Q2 2014 in Review

172 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2014, worth a combined $1.78B — up 7.1% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWR positions and 10 closed out — a net gain of 7 holders — while 54 added to existing stakes and 60 trimmed.

The largest buyer was State Street, adding an estimated $20.3M. The largest seller was Alesco Advisors, cutting an estimated $26.2M.

  • 172 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2014, up from 166 in Q1 2014.
  • Funds reported $1.78B of State Street SPDR Dow Jones REIT ETF stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2014 and 10 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2014 was State Street, an estimated $20.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2014 was Alesco Advisors, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2014.