State Street SPDR S&P Dividend ETF
SDY
440 hedge funds and large institutions have $4.12B invested in State Street SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 142 increasing their positions, 186 reducing their positions, and 27 closing their positions.
495% more call options, than puts
Call options by funds: $16.5M | Put options by funds: $2.78M
1.04% more ownership
Funds ownership: 32.93% → 33.97% (+1%)
4% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 27
5% less capital invested
Capital invested by funds: $4.33B → $4.12B (-$202M)
1% less funds holding
Funds holding: 445 → 440 (-5)
6% less funds holding in top 10
Funds holding in top 10: 48 → 45 (-3)
24% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 186
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$541M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$42.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$33M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$29.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Callan Capital
La Jolla,
California
|
-$47M |
| 2 |
Goldman Sachs
New York
|
-$32.8M |
| 3 |
SPIA
Strategic Point Investment Advisors
Providence,
Rhode Island
|
-$21.6M |
| 4 |
CNB
City National Bank
Beverly Hills,
Delaware
|
-$19.4M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$16.1M |
SDY Hedge Fund Activity: Q3 2015 in Review
440 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2015, worth a combined $4.12B — down 4.7% from $4.33B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of SDY and 26 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 142 added.
The largest buyer was Bank of America, adding an estimated $541M. The largest seller was Callan Capital, exiting entirely with an estimated $47M sold.
- 440 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2015, down from 445 in Q2 2015.
- Funds reported $4.12B of State Street SPDR S&P Dividend ETF stock for Q3 2015, down 4.7% quarter-over-quarter.
- 26 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2015 and 27 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2015 was Bank of America, an estimated $541M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2015 was Callan Capital, an estimated $47M sold.
Based on aggregated 13F filings for Q3 2015.