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.
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
Top Buyers
| 1 |
BCM
Bluefin Capital Management
New York
|
+$4.24M |
| 2 |
Jane Street
New York
|
+$1.86M |
| 3 |
AssetMark Inc
Concord,
California
|
+$775K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$530K |
| 5 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$264K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
51
American International Group
New York
| $6.86K | +$830 | +30 | +14% |
|
52
Envestnet Asset Management
Chicago,
Illinois
| $5K | – | – | – |
|
|
PAS
53
Partnervest Advisory Services
Santa Barbara,
California
| $3K | +$3.49K | +126 | New |
|
|
FHC
54
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$3.25M | -116,560 | Closed |
|
55
Nomura Asset Management
Tokyo,
Japan
| – | -$279K | -10,000 | Closed |
|
|
NPC
56
National Planning Corporation
El Segundo,
California
| – | -$217K | -7,798 | Closed |
|
57
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$123K | -4,400 | Closed |
|
|
FNBT
58
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$67K | -2,406 | Closed |
|
|
AA
59
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$33K | -1,188 | Closed |
|
|
CEMP
60
Compass Efficient Model Portfolios
Brentwood,
Tennessee
| – | -$17K | -610 | Closed |
|
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.