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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
PFPT
101
Pinnacle Financial Partners (Tennessee)
Tennessee
$599K +$2.75K +30 +0.5%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$568K -$22.7K -248 -4%
WPA
103
West Paces Advisors
Georgia
$547K +$537K +5,860 New
Mariner
104
Mariner
Kansas
$533K -$145K -1,587 -22%
PWM
105
Perigon Wealth Management
California
$532K +$516K +5,629 New
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$514K +$91.1K +995 +22%
TSS
107
Two Sigma Securities
New York
$511K +$501K +5,474 New
EHPM
108
Emery Howard Portfolio Management
California
$501K +$8.15K +89 +2%
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$498K -$191K -2,090 -28%
IC
110
Iconiq Capital
California
$484K +$98.6K +1,077 +26%
CFD
111
Creative Financial Designs
Indiana
$480K +$471K +5,144 New
PPA
112
Parametric Portfolio Associates
Washington
$470K -$58.7M -640,626 -99%
RJT
113
Raymond James Trust
Florida
$467K -$10.3K -113 -2%
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$467K
JWA
115
JFS Wealth Advisors
Pennsylvania
$458K +$43.8K +478 +11%
VKH
116
Virtu KCG Holdings
New York
$453K +$194K +2,120 +77%
PO
117
Private Ocean
California
$420K +$1.74K +19 +0.4%
RT
118
Rockland Trust
Massachusetts
$413K +$405K +4,419 New
SC
119
SouthState Corp
Florida
$402K +$28.2K +308 +8%
CFA
120
CT Financial Advisors
Pennsylvania
$393K -$2.75K -30 -0.7%
CW
121
Cobiz Wealth
Colorado
$387K -$9.71K -106 -2%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$362K +$9.8K +107 +3%
BL
123
Balentine LLC
Georgia
$360K -$67.4M -736,254 -99%
CCA
124
Clearwater Capital Advisors
Illinois
$353K
BTS
125
BB&T Securities
Virginia
$349K

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.