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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
CB
151
Commerce Bank
Missouri
$214K -$3.94K -43 -2%
P
152
Pitcairn
Pennsylvania
$212K -$44.8K -489 -18%
KeyBank National Association
153
KeyBank National Association
Ohio
$212K -$16.7K -182 -7%
IA
154
IndexIQ Advisors
New York
$208K +$92.3K +1,008 +83%
VIA
155
Vantage Investment Advisors
Pennsylvania
$207K
RG
156
Rikoon Group
New Mexico
$206K
IUHSA
157
Itau Unibanco Holding S.A.
Brazil
$186K -$7.69K -84 -4%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$180K +$75K +819 +74%
DOA
159
D'Orazio & Associates
Virginia
$178K
GT
160
Glenmede Trust
Pennsylvania
$166K -$3.94K -43 -2%
Asset Management One
161
Asset Management One
Japan
$163K +$160K +1,750 New
MMG
162
Monetary Management Group
Missouri
$117K -$172K -1,875 -60%
EA
163
Edge Advisors
Georgia
$102K +$101K +1,100 New
CHC
164
City Holding Co
West Virginia
$98K
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$96K
BWP
166
Baldwin Wealth Partners
Massachusetts
$93K
CC
167
Cassaday & Co
Virginia
$93K
EWM
168
Evercore Wealth Management
New York
$92K -$8.61K -94 -9%
EDRH
169
Edmond de Rothschild Holding
Switzerland
$91K -$42.1K -460 -32%
Bessemer Group
170
Bessemer Group
New Jersey
$91K +$2.66K +29 +3%
CAL
171
Capital Advisors Ltd
Ohio
$88K
BCMIO
172
Beacon Capital Management Inc (Ohio)
Ohio
$86K -$82.5K -901 -49%
FHA
173
First Horizon Advisors
Tennessee
$82K
BBHC
174
Brown Brothers Harriman & Co
New York
$77K +$4.58K +50 +6%
CFG
175
Citizens Financial Group
Rhode Island
$75K

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.