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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
ST
151
Stifel Trust
Missouri
$79K
CHC
152
City Holding Co
West Virginia
$66K +$67.4K +1,600 New
PSI
153
Pinnacle Summer Investments
Virginia
$62K
CMO
154
Covenant Multifamily Offices
Texas
$59K +$60.8K +1,444 New
AIG
155
American International Group
New York
$54.1K -$4.84K -115 -8%
RIA
156
Regal Investment Advisors
Michigan
$44K +$37.1K +881 +454%
AC
157
Alexandria Capital
Virginia
$41K
CLOS
158
Compagnie Lombard Odier SCmA
Switzerland
$41K +$42.1K +1,000 New
WA
159
WFG Advisors
Texas
$39K -$75.7K -1,797 -66%
KT
160
Kanaly Trust
Texas
$38K +$39K +926 New
RNS
161
Robert N. Shapiro
$38K +$39.2K +930 New
WCMN
162
Westchester Capital Management (Nebraska)
Nebraska
$36K +$10.2K +243 +38%
VIA
163
Vantage Investment Advisors
Pennsylvania
$36K +$37.1K +880 New
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$34K +$5.27K +125 +18%
TIM
165
Tortoise Investment Management
New York
$29K -$6.32K -150 -18%
PFA
166
Paradigm Financial Advisors
Missouri
$29K +$29.2K +693 New
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$27.5K +$28.1K +668 New
WC
168
Whitnell & Co
Illinois
$27K
HR
169
Howe & Rusling
New York
$25K
BCM
170
Blume Capital Management
California
$25K +$25.3K +601 New
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$20.6K +$21.1K +500 New
BOK
172
Bank of Kentucky
Kentucky
$19K
MAS
173
Madden Advisory Services
Florida
$19K
CFN
174
Cordasco Financial Network
Florida
$19K +$19.3K +458 New
GI
175
Gradient Investments
Minnesota
$10K +$1.26K +30 +14%

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.