We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

207 hedge funds and large institutions have $2.61B invested in State Street SPDR Dow Jones REIT ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.41B → $2.61B (+$204M)

1% more funds holding

Funds holding: 204207 (+3)

1.17% less ownership

Funds ownership: 75.35%74.19% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

47% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 86

74% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $8.84M

Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
5.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
25
Increased
46
Reduced
86
Closed
20
Calls
$2.31M
Puts
$8.84M
Net Calls
-$6.53M
Net Calls Change
-$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
176
BlackRock
New York
$31K -$15.5K -174 -35%
DADC
177
D.A. Davidson & Co
Montana
$30K +$28.7K +323 New
EFSCE
178
Enterprise Financial Services Corp (EFSC)
Missouri
$28K -$5.06K -57 -16%
SHJ
179
Sharkey, Howes & Javer
Colorado
$28K +$26K +293 New
PIM
180
Parasol Investment Management
Illinois
$27K +$24.9K +280 New
M
181
MOTCO
Texas
$26K
JIR
182
James Investment Research
Ohio
$25K
Bessemer Group
183
Bessemer Group
New Jersey
$23K -$69.7K -785 -76%
Manulife (Manufacturers Life Insurance)
184
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K
TSW
185
Thompson Siegel & Walmsley
Virginia
$22K +$13.3K +150 +176%
ACM
186
Argentus Capital Management
Texas
$21K -$142K -1,601 -88%
IA
187
IFP Advisors
Florida
$20K -$79.7K -898 -82%
Barclays
188
Barclays
United Kingdom
$16K -$4.35K -49 -23%
CB
189
Community Bank
New York
$10K
SFPM
190
Sensible Financial Planning & Management
Massachusetts
$10K
TWA
191
TCI Wealth Advisors
Arizona
$10K +$5.86K +66 +194%
WEC
192
Winslow Evans & Crocker
Massachusetts
$9.52K -$13K -146 -59%
BIM
193
BlackRock Investment Management
Delaware
$8K +$7.9K +89 New
GAM
194
Gemmer Asset Management
California
$7K +$89 +1 +1%
MSFP
195
Mark Sheptoff Financial Planning
Connecticut
$6K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$6K
WT
197
Whittier Trust
California
$6K
NFG
198
Next Financial Group
Texas
$5K -$9.41K -106 -67%
RFA
199
Reilly Financial Advisors
California
$5K
CTC
200
Central Trust Company
Missouri
$4K

RWR Hedge Fund Activity: Q1 2016 in Review

207 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2016, worth a combined $2.61B — up 8.5% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWR positions and 20 closed out — a net gain of 5 holders — while 46 added to existing stakes and 86 trimmed.

The largest buyer was State Street, adding an estimated $81.2M. The largest seller was Bank of America, cutting an estimated $29M.

  • 207 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2016, up from 204 in Q4 2015.
  • Funds reported $2.61B of State Street SPDR Dow Jones REIT ETF stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2016 and 20 closed out, a net change of +5 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2016 was State Street, an estimated $81.2M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2016 was Bank of America, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2016.