Schwab US REIT ETF
SCHH
98 hedge funds and large institutions have $364M invested in Schwab US REIT ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
48% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 29
8% more funds holding
Funds holding: 91 → 98 (+7)
6.78% less ownership
Funds ownership: 75.18% → 68.4% (-6.8%)
15% less capital invested
Capital invested by funds: $427M → $364M (-$62.5M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $341K
Top Buyers
| 1 |
Jane Street
New York
|
+$5.16M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.56M |
| 3 |
Goldman Sachs
New York
|
+$3.41M |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$3.28M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$2.36M |
Top Sellers
SCHH Hedge Fund Activity: Q3 2014 in Review
98 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2014, worth a combined $364M — down 15% from $427M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SCHH positions and 5 closed out — a net gain of 7 holders — while 43 added to existing stakes and 29 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $5.16M. The largest seller was RiverFront Investment Group, cutting an estimated $45.8M.
- 98 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2014, up from 91 in Q2 2014.
- Funds reported $364M of Schwab US REIT ETF stock for Q3 2014, down 15% quarter-over-quarter.
- 12 funds opened new Schwab US REIT ETF positions in Q3 2014 and 5 closed out, a net change of +7 holders.
- The largest Schwab US REIT ETF buyer in Q3 2014 was Jane Street, an estimated $5.16M added.
- The largest Schwab US REIT ETF seller in Q3 2014 was RiverFront Investment Group, an estimated $45.8M sold.
Based on aggregated 13F filings for Q3 2014.