State Street SPDR S&P Dividend ETF
514 hedge funds and large institutions have $4.83B invested in State Street SPDR S&P Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 175 reducing their positions, and 19 closing their positions.
126% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 19
34% more call options, than puts
Call options by funds: $22.6M | Put options by funds: $16.9M
8% more capital invested
Capital invested by funds: $4.49B → $4.83B (+$339M)
3% more funds holding
Funds holding: 499 → 514 (+15)
7% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 175
0.9% more ownership
Funds ownership: 32.18% → 33.08% (+0.9%)
8% less funds holding in top 10
Funds holding in top 10: 59 → 54 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$160M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$48.7M |
| 3 |
Goldman Sachs
New York
|
+$37.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.3M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sandler Capital Management
New York
|
-$26.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$17.5M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$14.3M |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$9.6M |
| 5 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$8.67M |
SDY Hedge Fund Activity: Q3 2016 in Review
514 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2016, worth a combined $4.83B — up 7.6% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SDY positions and 19 closed out — a net gain of 24 holders — while 187 added to existing stakes and 175 trimmed.
The largest buyer was State Street, adding an estimated $160M. The largest seller was Sandler Capital Management, exiting entirely with an estimated $26.9M sold.
- 514 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2016, up from 499 in Q2 2016.
- Funds reported $4.83B of State Street SPDR S&P Dividend ETF stock for Q3 2016, up 7.6% quarter-over-quarter.
- 43 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2016 and 19 closed out, a net change of +24 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2016 was State Street, an estimated $160M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2016 was Sandler Capital Management, an estimated $26.9M sold.
Based on aggregated 13F filings for Q3 2016.