State Street SPDR Portfolio Long Term Treasury ETF
SPTL
18 hedge funds and large institutions have $19.6M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
20% more funds holding
Funds holding: 15 → 18 (+3)
11.16% less ownership
Funds ownership: 120.5% → 109.34% (-11%)
42% less capital invested
Capital invested by funds: $33.9M → $19.6M (-$14.3M)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
+$2.62M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$1.2M |
| 3 |
DS
DRW Securities
Chicago,
Illinois
|
+$710K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$141K |
| 5 |
Morgan Stanley
New York
|
+$68.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$8.27M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.82M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.38M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$506K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$408K |
SPTL Hedge Fund Activity: Q4 2013 in Review
18 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q4 2013, worth a combined $19.6M — down 42% from $33.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPTL positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was Bluefin Capital Management, opening a new position worth an estimated $2.62M. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $8.27M sold.
- 18 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q4 2013, up from 15 in Q3 2013.
- Funds reported $19.6M of State Street SPDR Portfolio Long Term Treasury ETF stock for Q4 2013, down 42% quarter-over-quarter.
- 5 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q4 2013 and 2 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q4 2013 was Bluefin Capital Management, an estimated $2.62M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q4 2013 was Pinnacle Advisory Group, an estimated $8.27M sold.
Based on aggregated 13F filings for Q4 2013.