State Street SPDR S&P Dividend ETF
439 hedge funds and large institutions have $4.98B invested in State Street SPDR S&P Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 165 increasing their positions, 126 reducing their positions, and 16 closing their positions.
338% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 16
31% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 126
30% more funds holding in top 10
Funds holding in top 10: 43 → 56 (+13)
24% more capital invested
Capital invested by funds: $4.01B → $4.98B (+$967M)
12% more funds holding
Funds holding: 391 → 439 (+48)
3.85% more ownership
Funds ownership: 30.67% → 34.52% (+3.8%)
16% less call options, than puts
Call options by funds: $3.38M | Put options by funds: $4.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$212M |
| 2 |
CNB
City National Bank
Beverly Hills,
California
|
+$65.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$47.4M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$40.6M |
| 5 |
Goldman Sachs
New York
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$9.07M |
| 2 |
PWM
ParenteBeard Wealth Management
York,
Pennsylvania
|
-$7.92M |
| 3 |
SWM
Strategic Wealth Management
Kirkland,
Washington
|
-$7.49M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$6.93M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$6.01M |
SDY Hedge Fund Activity: Q4 2014 in Review
439 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2014, worth a combined $4.98B — up 24% from $4.01B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SDY positions and 16 closed out — a net gain of 54 holders — while 165 added to existing stakes and 126 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $212M. The largest seller was Bank of New York Mellon, cutting an estimated $9.07M.
- 439 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2014, up from 391 in Q3 2014.
- Funds reported $4.98B of State Street SPDR S&P Dividend ETF stock for Q4 2014, up 24% quarter-over-quarter.
- 70 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2014 and 16 closed out, a net change of +54 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $212M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2014 was Bank of New York Mellon, an estimated $9.07M sold.
Based on aggregated 13F filings for Q4 2014.