State Street SPDR S&P Dividend ETF
SDY
365 hedge funds and large institutions have $3.9B invested in State Street SPDR S&P Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 21 closing their positions.
219% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 21
46% more call options, than puts
Call options by funds: $5.26M | Put options by funds: $3.62M
18% more funds holding in top 10
Funds holding in top 10: 40 → 47 (+7)
12% more funds holding
Funds holding: 325 → 365 (+40)
12% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 115
12% more capital invested
Capital invested by funds: $3.5B → $3.9B (+$405M)
2.8% more ownership
Funds ownership: 27.98% → 30.78% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$101M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.7M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$8.78M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$40.9M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$22.6M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$17.9M |
| 4 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$14.2M |
| 5 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
-$13.8M |
SDY Hedge Fund Activity: Q4 2013 in Review
365 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2013, worth a combined $3.9B — up 12% from $3.5B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SDY positions and 21 closed out — a net gain of 46 holders — while 129 added to existing stakes and 115 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $101M. The largest seller was State Street, cutting an estimated $40.9M.
- 365 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2013, up from 325 in Q3 2013.
- Funds reported $3.9B of State Street SPDR S&P Dividend ETF stock for Q4 2013, up 12% quarter-over-quarter.
- 67 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2013 and 21 closed out, a net change of +46 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2013 was Managed Account Advisors, an estimated $101M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2013 was State Street, an estimated $40.9M sold.
Based on aggregated 13F filings for Q4 2013.