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State Street SPDR Dow Jones REIT ETF

220 hedge funds and large institutions have $2.82B invested in State Street SPDR Dow Jones REIT ETF in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

17% more call options, than puts

Call options by funds: $5.79M | Put options by funds: $4.95M

0.95% more ownership

Funds ownership: 73.74%74.69% (+0.95%)

0% more funds holding

Funds holding: 219220 (+1)

0% more capital invested

Capital invested by funds: $2.81B → $2.82B (+$11.2M)

23% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 82

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
5.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
23
Increased
63
Reduced
82
Closed
19
Calls
$5.79M
Puts
$4.95M
Net Calls
+$842K
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
176
Brown Brothers Harriman & Co
New York
$75K +$77.6K +774 New
SWA
177
Sutton Wealth Advisors
Florida
$68.1K
Walleye Trading
178
Walleye Trading
New York
$65K -$34.8K -347 -34%
WA
179
WFG Advisors
Texas
$59K -$6.62K -66 -10%
DBT
180
Dubuque Bank & Trust
Iowa
$58K -$17.6K -175 -23%
FIB
181
First Interstate Bank
Montana
$58K
CFA
182
Carroll Financial Associates
North Carolina
$54K
DSC
183
Duncker Streett & Co
Missouri
$54K
HWP
184
Hefty Wealth Partners
Indiana
$54K
ACM
185
Argentus Capital Management
Texas
$53K +$2.41K +24 +5%
TC
186
Trust Company
Kansas
$49K
SF
187
Synovus Financial
Georgia
$44K +$45.3K +452 New
GWM
188
Geneos Wealth Management
Colorado
$34K +$1.1K +11 +3%
NFG
189
Next Financial Group
Texas
$31K +$27.1K +270 +509%
BlackRock
190
BlackRock
New York
$29K -$1.4K -14 -4%
MRCM
191
M&R Capital Management
New Jersey
$29K
SHJ
192
Sharkey, Howes & Javer
Colorado
$29K
SIG
193
Stanford Investment Group
California
$28K +$201 +2 +0.7%
PIM
194
Parasol Investment Management
Illinois
$27K
JIR
195
James Investment Research
Ohio
$25K
Barclays
196
Barclays
United Kingdom
$21K
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
KF
198
Krilogy Financial
Missouri
$17K +$17.1K +171 New
WTB
199
Washington Trust Bank
Washington
$17K +$17.4K +173 New
WP
200
WealthPLAN Partners
Nebraska
$14.9K -$29.9K -298 -65%

RWR Hedge Fund Activity: Q3 2016 in Review

220 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2016, worth a combined $2.82B — up 0.4% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RWR positions and 19 closed out — a net gain of 4 holders — while 63 added to existing stakes and 82 trimmed.

The largest buyer was Balentine LLC, adding an estimated $35.1M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $14.9M.

  • 220 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2016, up from 219 in Q2 2016.
  • Funds reported $2.82B of State Street SPDR Dow Jones REIT ETF stock for Q3 2016, up 0.4% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2016 and 19 closed out, a net change of +4 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2016 was Balentine LLC, an estimated $35.1M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2016 was Northwestern Mutual Wealth Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2016.