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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
Citigroup
176
Citigroup
New York
$69K -$120K -1,308 -64%
SWA
177
Sutton Wealth Advisors
Florida
$65.3K
AIS
178
Accurate Investment Solutions
Pennsylvania
$60K -$1.79M -19,500 -97%
PA
179
Parallel Advisors
California
$59K +$57.4K +627 New
FIB
180
First Interstate Bank
Montana
$56K
TC
181
Trust Company
Kansas
$47K
CFA
182
Carroll Financial Associates
North Carolina
$44K -$6.87K -75 -13%
BlackRock
183
BlackRock
New York
$43K +$14.8K +162 +54%
WA
184
WFG Advisors
Texas
$41K -$15.1K -165 -27%
DBT
185
Dubuque Bank & Trust
Iowa
$38K -$18.1K -198 -33%
SEI Investments
186
SEI Investments
Pennsylvania
$35K -$281K -3,073 -89%
DSC
187
Duncker Streett & Co
Missouri
$33K -$18.3K -200 -36%
GWM
188
Geneos Wealth Management
Colorado
$33K +$92 +1 +0.3%
UBS AM
189
UBS AM
Illinois
$33K +$32.3K +353 New
NFG
190
Next Financial Group
Texas
$30K
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$30K +$366K +4,000 New
MRCM
192
M&R Capital Management
New Jersey
$28K
SHJ
193
Sharkey, Howes & Javer
Colorado
$27K
SF
194
Synovus Financial
Georgia
$24K -$17.8K -194 -43%
JIR
195
James Investment Research
Ohio
$24K
SIC
196
Salem Investment Counselors
North Carolina
$22K +$22.1K +241 New
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$18K -$113K -1,235 -86%
KF
198
Krilogy Financial
Missouri
$16K
WTB
199
Washington Trust Bank
Washington
$16K
EFSCE
200
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$2.66K -29 -15%

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.