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State Street SPDR Dow Jones International Real Estate ETF

181 hedge funds and large institutions have $3.18B invested in State Street SPDR Dow Jones International Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

6% more funds holding

Funds holding: 171181 (+10)

3% more capital invested

Capital invested by funds: $3.1B → $3.18B (+$81.6M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.8% less ownership

Funds ownership: 76.88%76.08% (-0.8%)

53% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $2.92M

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
5.25%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
35
Increased
70
Reduced
53
Closed
22
Calls
$1.38M
Puts
$2.92M
Net Calls
-$1.54M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$8.92M +$3.94M +93,531 +76%
EIM
27
Emerson Investment Management
Massachusetts
$8.49M +$91.2K +2,165 +1%
U
28
UBS
Switzerland
$8.18M -$720K -17,082 -8%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$6.03M +$102K +2,420 +2%
IWC
30
Integrated Wealth Counsel
California
$5.87M -$327K -7,750 -5%
IA
31
IndexIQ Advisors
New York
$5.52M +$649K +15,414 +13%
Truist Financial
32
Truist Financial
North Carolina
$5.42M +$865K +20,520 +19%
MM
33
Main Management
California
$5.32M +$50.6K +1,201 +0.9%
Barclays
34
Barclays
United Kingdom
$4.66M +$899K +21,327 +23%
TFA
35
Transamerica Financial Advisors
Florida
$4.29M -$110K -2,601 -2%
AAM
36
Aberdeen Asset Management
United Kingdom
$3.99M -$1.95M -46,170 -32%
M&T Bank
37
M&T Bank
New York
$3.79M -$376K -8,920 -9%
LPL Financial
38
LPL Financial
California
$3.76M +$328K +7,795 +9%
B
39
Baird
Wisconsin
$3.65M -$1.08M -25,588 -22%
SSB
40
Sandy Spring Bank
Maryland
$3.52M +$77.2K +1,832 +2%
MCM
41
Manchester Capital Management
Vermont
$3.36M -$88.6K -2,103 -3%
FCIM
42
Fairview Capital Investment Management
California
$3.19M +$136K +3,238 +4%
BF
43
BOK Financial
Oklahoma
$3.13M +$299K +7,094 +10%
PA
44
Pinnacle Associates
New York
$3.05M +$848K +20,131 +37%
HFS
45
HL Financial Services
Kentucky
$2.69M +$80.8K +1,919 +3%
CIA
46
Choate Investment Advisors
Massachusetts
$2.58M -$2.57M -60,961 -49%
EWM
47
Evercore Wealth Management
New York
$2.56M +$1.47M +34,790 +127%
CT
48
Coastline Trust
Rhode Island
$2.49M +$64.3K +1,525 +3%
ST
49
Sentinel Trust
Texas
$2.31M +$2.36M +56,077 New
William Blair & Company
50
William Blair & Company
Illinois
$2.28M -$643K -15,264 -22%

RWX Hedge Fund Activity: Q4 2013 in Review

181 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2013, worth a combined $3.18B — up 2.6% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RWX positions and 22 closed out — a net gain of 13 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was Wells Fargo, adding an estimated $70.3M. The largest seller was Aspiriant LLC, cutting an estimated $46.2M.

  • 181 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2013, up from 171 in Q3 2013.
  • Funds reported $3.18B of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2013, up 2.6% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2013 and 22 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2013 was Wells Fargo, an estimated $70.3M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2013 was Aspiriant LLC, an estimated $46.2M sold.

Based on aggregated 13F filings for Q4 2013.