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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
BF
126
BOK Financial
Oklahoma
$345K
FTS
127
Fifth Third Securities
Ohio
$329K -$2.75K -30 -0.8%
SPWA
128
SteelBridge Private Wealth Advisors
Florida
$322K +$113K +1,238 +55%
MSAM
129
Moloney Securities Asset Management
Missouri
$320K +$314K +3,425 New
WAM
130
Wealthspire Advisors (Maryland)
Maryland
$319K +$1.01K +11 +0.3%
GT
131
Glenview Trust
Kentucky
$311K +$305K +3,328 New
S
132
SignatureFD
Georgia
$306K -$30.2K -330 -9%
AG
133
Advisor Group
Arizona
$305K -$4.1M -44,745 -93%
DWT
134
Dorsey & Whitney Trust
South Dakota
$304K
Fiera Capital (Canada)
135
Fiera Capital (Canada)
Quebec, Canada
$301K
SC
136
Scotia Capital
Ontario, Canada
$294K +$91.1K +995 +46%
HIM
137
Hanlon Investment Management
New Jersey
$294K +$288K +3,145 New
ACP
138
Aveo Capital Partners
Colorado
$293K +$288K +3,142 New
RC
139
RegentAtlantic Capital
New Jersey
$292K
RFM
140
Royal Fund Management
Florida
$287K +$282K +3,076 New
3AM
141
3D Asset Management
Connecticut
$283K -$21.3K -233 -7%
FCI
142
Financial Counselors Inc
Kansas
$274K +$269K +2,932 New
CFP
143
Cornerstone Financial Partners
North Carolina
$264K -$131K -1,427 -34%
CC
144
Courier Capital
New York
$264K
NAMP
145
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$261K +$54.9K +600 +27%
IA
146
IFP Advisors
Florida
$260K -$40.1K -438 -14%
OC
147
Oppenheimer & Co
New York
$241K +$40K +437 +20%
RSA
148
Robertson Stephens Advisors
California
$233K +$228K +2,491 New
GRP
149
Global Retirement Partners
California
$220K +$216K +2,362 New
OIA
150
Optimum Investment Advisors
Illinois
$218K +$214K +2,340 New

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.