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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
M
201
MOTCO
Texas
$13K
Barclays
202
Barclays
United Kingdom
$10K -$9.25K -101 -47%
WEC
203
Winslow Evans & Crocker
Massachusetts
$9.34K
PIM
204
Parasol Investment Management
Illinois
$9K -$16.5K -180 -64%
TWA
205
TCI Wealth Advisors
Arizona
$9K
TSW
206
Thompson Siegel & Walmsley
Virginia
$8K
GAM
207
Gemmer Asset Management
California
$8K +$183 +2 +3%
JCM
208
Jacobi Capital Management
Pennsylvania
$7K
MSFP
209
Mark Sheptoff Financial Planning
Connecticut
$6K
PFBT
210
Parkside Financial Bank & Trust
Missouri
$6K
WT
211
Whittier Trust
California
$6K
BTIS
212
BB&T Investment Services
North Carolina
$6K +$5.68K +62 New
AA
213
AlphaMark Advisors
Kentucky
$5K
SPIA
214
Steward Partners Investment Advisory
New York
$5K +$5.22K +57 New
CTC
215
Central Trust Company
Missouri
$4K
MA
216
MCF Advisors
Kentucky
$4K +$4.12K +45 New
SFS
217
Sowell Financial Services
Arkansas
$4K +$4.21K +46 New
AIM
218
Advantage Investment Management
Iowa
$3K
AF
219
Allworth Financial
California
$3K +$2.66K +29 New
MCM
220
MV Capital Management
Maryland
$2K
TRCT
221
Tower Research Capital (TRC)
New York
$1K -$7.69K -84 -88%
BCM
222
Brookstone Capital Management
Illinois
-$16.6M -170,382 Closed
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
-$4.72M -48,499 Closed
ACM
224
Aviance Capital Management
Florida
-$4.33M -44,430 Closed
ECM
225
ETrade Capital Management
Virginia
-$4.11M -42,181 Closed

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.