State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
117 hedge funds and large institutions have $399M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 18 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
1.12% less ownership
Funds ownership: 53.78% → 52.66% (-1.1%)
3% less funds holding
Funds holding: 121 → 117 (-4)
16% less capital invested
Capital invested by funds: $477M → $399M (-$77.6M)
33% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 39
Top Buyers
| 1 |
QI
QS Investors
New York
|
+$15.6M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$6.29M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$4.74M |
| 4 |
CPS
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
+$3.93M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.39M |
Top Sellers
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$69M |
| 2 |
Morgan Stanley
New York
|
-$11.4M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$5.67M |
| 4 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$3.93M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$3.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Stifel Financial
St. Louis,
Missouri
| – | -$218K | -3,709 | Closed |
|
|
CWM
127
Concert Wealth Management
San Jose,
California
| – | -$216K | -3,688 | Closed |
|
128
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$207K | -3,525 | Closed |
|
|
PAG
129
Private Advisor Group
Morristown,
New Jersey
| – | -$104K | -1,770 | Closed |
|
|
OAM
130
Orinda Asset Management
Lafayette,
California
| – | -$47K | -794 | Closed |
|
|
GAM
131
Gemmer Asset Management
Walnut Creek,
California
| – | -$13K | -215 | Closed |
|
132
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$11K | -179 | Closed |
|
|
FIG
133
Fusion Investment Group
Pittsburgh,
Pennsylvania
| – | -$2K | -41 | Closed |
|
|
DBT
134
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$1K | -16 | Closed |
|
135
Parallax Volatility Advisers
San Francisco,
California
| – | +$58 | +1 | New |
|
WIP Hedge Fund Activity: Q4 2014 in Review
117 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q4 2014, worth a combined $399M — down 16% from $477M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of WIP and 17 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 26 added.
The largest buyer was QS Investors, adding an estimated $15.6M. The largest seller was Valmark Advisers, cutting an estimated $69M.
- 117 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q4 2014, down from 121 in Q3 2014.
- Funds reported $399M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q4 2014, down 16% quarter-over-quarter.
- 17 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q4 2014 and 18 closed out, a net change of -1 holder.
- The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q4 2014 was QS Investors, an estimated $15.6M added.
- The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q4 2014 was Valmark Advisers, an estimated $69M sold.
Based on aggregated 13F filings for Q4 2014.