Schwab US REIT ETF
SCHH
178 hedge funds and large institutions have $1.32B invested in Schwab US REIT ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 9 closing their positions.
278% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 9
40% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 52
30% more capital invested
Capital invested by funds: $1.02B → $1.32B (+$308M)
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
15% more funds holding
Funds holding: 155 → 178 (+23)
5.29% more ownership
Funds ownership: 99.39% → 104.68% (+5.3%)
16% less call options, than puts
Call options by funds: $3.46M | Put options by funds: $4.11M
Top Buyers
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.3M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$8.74M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.67M |
| 4 |
Goldman Sachs
New York
|
-$1.62M |
| 5 |
Jane Street
New York
|
-$1.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
176
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $2K | – | – | – |
|
|
DADC
177
D.A. Davidson & Co
Great Falls,
Montana
| $1K | +$1.11K | +54 | New |
|
|
178
Allianz Asset Management
Munich,
Germany
| – | -$8.74M | -422,136 | Closed |
|
|
179
Jane Street
New York
| – | -$1.41M | -68,154 | Closed |
|
|
GAM
180
Gould Asset Management
Claremont,
California
| – | -$325K | -15,690 | Closed |
|
181
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$275K | -13,270 | Closed |
|
|
AI
182
Atria Investments
Charlotte,
North Carolina
| – | -$221K | -10,670 | Closed |
|
|
AIG
183
American International Group
New York
| – | -$170K | -8,240 | Closed |
|
|
PCM
184
Prelude Capital Management
New York
| – | -$99K | -4,800 | Closed |
|
|
ZB
185
Zions Bancorporation
Salt Lake City,
Utah
| – | -$16K | -770 | Closed |
|
|
EWM
186
Evercore Wealth Management
New York
| – | -$9K | -418 | Closed |
|
|
CFA
187
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$330 | +16 | New |
|
SCHH Hedge Fund Activity: Q2 2016 in Review
178 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2016, worth a combined $1.32B — up 30% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SCHH positions and 9 closed out — a net gain of 25 holders — while 73 added to existing stakes and 52 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $118M. The largest seller was Ameriprise, cutting an estimated $25.3M.
- 178 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2016, up from 155 in Q1 2016.
- Funds reported $1.32B of Schwab US REIT ETF stock for Q2 2016, up 30% quarter-over-quarter.
- 34 funds opened new Schwab US REIT ETF positions in Q2 2016 and 9 closed out, a net change of +25 holders.
- The largest Schwab US REIT ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $118M added.
- The largest Schwab US REIT ETF seller in Q2 2016 was Ameriprise, an estimated $25.3M sold.
Based on aggregated 13F filings for Q2 2016.