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State Street SPDR Portfolio TIPS ETF
SPIP

53 hedge funds and large institutions have $392M invested in State Street SPDR Portfolio TIPS ETF in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

61% more capital invested

Capital invested by funds: $244M → $392M (+$148M)

58.25% more ownership

Funds ownership: 76.72% → 134.96% (+58%)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 51 → 53 (+2)

69% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 29

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
9
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Bluefin Capital Management
New York
+$4.24M
2
Jane Street
Jane Street
New York
+$1.86M
3
AssetMark Inc
AssetMark Inc
California
+$775K
4
HighTower Advisors
HighTower Advisors
Illinois
+$530K
5
HB
Homrich & Berg
Georgia
+$264K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.19M
2
Bank of America
Bank of America
North Carolina
-$3.93M
3
FHC
First Heartland Consultants
Missouri
-$3.25M
4
State Street
State Street
Massachusetts
-$2.92M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFU
26
Stonehage Fleming (UK)
United Kingdom
$676K +$1.37M +49,690 New
HighTower Advisors
27
HighTower Advisors
Illinois
$521K +$530K +19,150 New
LS
28
Lattice Strategies
Pennsylvania
$420K -$330K -11,940 -44%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$380K -$1.16M -41,768 -75%
GI
30
Gradient Investments
Minnesota
$362K -$195K -7,052 -35%
Ameriprise
31
Ameriprise
Minnesota
$283K +$47K +1,700 +20%
3AM
32
3D Asset Management
Connecticut
$268K -$21.1K -762 -7%
KFS
33
KMS Financial Services
Washington
$260K -$49.5K -1,790 -16%
HB
34
Homrich & Berg
Georgia
$260K +$264K +9,556 New
FAAS
35
First Allied Advisory Services
California
$208K -$2.27K -82 -1%
M&T Bank
36
M&T Bank
New York
$193K – – –
TFA
37
Transamerica Financial Advisors
Florida
$183K -$26.3K -950 -12%
WCM
38
Windsor Capital Management
Arizona
$149K -$34.2K -1,236 -18%
FBT
39
Founders Bank & Trust
Michigan
$145K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$136K -$83K -3,000 -38%
Citigroup
41
Citigroup
New York
$78K +$5.26K +190 +7%
BPBT
42
Boston Private Bank & Trust
Massachusetts
$60K +$5.98K +216 +11%
BIT
43
BlackRock Institutional Trust
California
$54K +$33.2K +1,200 +150%
MFS
44
MSI Financial Services
Massachusetts
$40K -$7.08K -256 -15%
ST
45
Smithfield Trust
Pennsylvania
$33K -$38.7K -1,400 -54%
VCM
46
Vigilant Capital Management
Maine
$27K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$20K -$6.19M -223,822 -100%
Creative Planning
48
Creative Planning
Kansas
$18K -$5.53K -200 -24%
NES
49
New England Securities
New York
$14K – – –
CCS
50
Crosspoint Capital Strategies
California
$7K +$6.92K +250 New
1
2
3

SPIP Hedge Fund Activity: Q4 2013 in Review

53 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2013, worth a combined $392M — up 61% from $244M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SPIP positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 29 trimmed.

The largest buyer was Bluefin Capital Management, opening a new position worth an estimated $4.24M. The largest seller was Royal Bank of Canada, cutting an estimated $6.19M.

  • 53 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2013, up from 51 in Q3 2013.
  • Funds reported $392M of State Street SPDR Portfolio TIPS ETF stock for Q4 2013, up 61% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2013 and 7 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2013 was Bluefin Capital Management, an estimated $4.24M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2013.