State Street SPDR S&P Dividend ETF
SDY
392 hedge funds and large institutions have $3.93B invested in State Street SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 130 reducing their positions, and 25 closing their positions.
54% more call options, than puts
Call options by funds: $9.38M | Put options by funds: $6.08M
27% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 130
1.1% more ownership
Funds ownership: 29.57% → 30.67% (+1.1%)
2% more capital invested
Capital invested by funds: $3.85B → $3.93B (+$76.6M)
2% less funds holding
Funds holding: 399 → 392 (-7)
2% less funds holding in top 10
Funds holding in top 10: 44 → 43 (-1)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$128M |
| 2 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$30.4M |
| 3 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$8.84M |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
+$7.9M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$7.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20.6M |
| 3 |
Morgan Stanley
New York
|
-$8.99M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$7.35M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$4.86M |
SDY Hedge Fund Activity: Q3 2014 in Review
392 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2014, worth a combined $3.93B — up 2% from $3.85B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SDY and 22 opened new positions — a net loss of 3 holders — while 130 trimmed existing stakes and 165 added.
The largest buyer was Managed Account Advisors, adding an estimated $128M. The largest seller was Bank of America, cutting an estimated $28.8M.
- 392 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2014, down from 399 in Q2 2014.
- Funds reported $3.93B of State Street SPDR S&P Dividend ETF stock for Q3 2014, up 2% quarter-over-quarter.
- 22 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2014 and 25 closed out, a net change of -3 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $128M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2014 was Bank of America, an estimated $28.8M sold.
Based on aggregated 13F filings for Q3 2014.