State Street SPDR S&P Dividend ETF
398 hedge funds and large institutions have $3.88B invested in State Street SPDR S&P Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 158 increasing their positions, 130 reducing their positions, and 20 closing their positions.
80% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 20
40% more call options, than puts
Call options by funds: $7.28M | Put options by funds: $5.2M
22% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 130
3% more funds holding
Funds holding: 385 → 398 (+13)
1% more capital invested
Capital invested by funds: $3.85B → $3.88B (+$34.9M)
0% more funds holding in top 10
Funds holding in top 10: 44 → 44 (0)
0.95% less ownership
Funds ownership: 30.51% → 29.56% (-0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$92M |
| 2 |
CNB
City National Bank
Beverly Hills,
California
|
+$46.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$35.8M |
| 4 |
Goldman Sachs
New York
|
+$17M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$218M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$66.9M |
| 3 |
State Street
Boston,
Massachusetts
|
-$40.7M |
| 4 |
CC
Curian Capital
Denver,
Colorado
|
-$39.1M |
| 5 |
SG Americas Securities
New York
|
-$11.1M |
SDY Hedge Fund Activity: Q2 2014 in Review
398 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2014, worth a combined $3.88B — up 0.91% from $3.85B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SDY positions and 20 closed out — a net gain of 16 holders — while 158 added to existing stakes and 130 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $92M. The largest seller was Bank of New York Mellon, cutting an estimated $218M.
- 398 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2014, up from 385 in Q1 2014.
- Funds reported $3.88B of State Street SPDR S&P Dividend ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
- 36 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2014 and 20 closed out, a net change of +16 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q2 2014 was Managed Account Advisors, an estimated $92M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q2 2014 was Bank of New York Mellon, an estimated $218M sold.
Based on aggregated 13F filings for Q2 2014.