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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

112 hedge funds and large institutions have $478M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

15% more funds holding

Funds holding: 97112 (+15)

0.63% less ownership

Funds ownership: 51.09%50.46% (-0.63%)

13% less capital invested

Capital invested by funds: $550M → $478M (-$71.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

52% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 44

Holders
112
Holders Change
+15
Holders Change %
+15.46%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
24
Increased
21
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.3M -$17.5M -294,515 -19%
VA
2
Valmark Advisers
Ohio
$63.7M +$560K +9,432 +0.9%
State Street
3
State Street
Massachusetts
$57.6M -$12.6M -211,742 -18%
QI
4
QS Investors
New York
$31.3M -$302K -5,092 -0.9%
Bank of America
5
Bank of America
North Carolina
$18.7M -$1.16M -19,489 -6%
PFA
6
Pure Financial Advisors
California
$18M +$1.56M +26,322 +9%
Wells Fargo
7
Wells Fargo
California
$15.1M +$2.42M +40,737 +19%
SONJCPFB
8
State of New Jersey Common Pension Fund B
New Jersey
$14.3M
CW
9
Cabot-Wellington
Massachusetts
$13.6M -$676K -11,375 -5%
Jane Street
10
Jane Street
New York
$10.6M -$1.63M -27,406 -13%
HSA
11
Hussman Strategic Advisors
Maryland
$9.35M
OWP
12
Obermeyer Wealth Partners
Colorado
$8.77M -$212K -3,570 -2%
U
13
UBS
Switzerland
$8.38M -$4.15M -69,945 -33%
CPS
14
Counsel Portfolio Services
Ontario, Canada
$8.02M -$373K -6,274 -4%
PAM
15
Panagora Asset Management
Massachusetts
$8.02M -$373K -6,274 -4%
VCM
16
Vigilant Capital Management
Maine
$7.94M +$236K +3,966 +3%
Comerica Bank
17
Comerica Bank
Texas
$7.14M -$1.19M -20,015 -14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.22M +$3.23M +54,460 +105%
AA
19
Advisory Alpha
Michigan
$5.35M +$5.44M +91,596 New
AssetMark Inc
20
AssetMark Inc
California
$5.28M -$11.1M -187,601 -67%
CT
21
Coastline Trust
Rhode Island
$5.11M +$89.1K +1,500 +2%
Invesco
22
Invesco
Georgia
$4.81M -$445K -7,485 -8%
EC
23
Estate Counselors
Wisconsin
$4.66M -$542K -9,120 -10%
LPL Financial
24
LPL Financial
California
$4.53M -$387K -6,520 -8%
GA
25
Gateway Advisory
New Jersey
$4.32M +$3.03K +51 +0.1%

WIP Hedge Fund Activity: Q4 2013 in Review

112 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q4 2013, worth a combined $478M — down 13% from $550M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WIP positions and 9 closed out — a net gain of 15 holders — while 21 added to existing stakes and 44 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.23M. The largest seller was Morgan Stanley, cutting an estimated $17.5M.

  • 112 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q4 2013, up from 97 in Q3 2013.
  • Funds reported $478M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q4 2013, down 13% quarter-over-quarter.
  • 24 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q4 2013 and 9 closed out, a net change of +15 holders.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q4 2013 was Royal Bank of Canada, an estimated $3.23M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q4 2013 was Morgan Stanley, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2013.