SPDR BLOOMBERG CONVERTIBLE S (CWB) Institutional Ownership Changes & 13F Activity

SPDR BLOOMBERG CONVERTIBLE S (CWB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, Matrix Private Capital Group, and Mairs & Power Growth Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2020Matrix Private Capital GroupSell-5081,167$80
Q2 2020Sequoia Financial AdvisorsSell-4,1500$251
Q2 2020Matrix Private Capital GroupSell-7601,675$101
Q2 2020Renaissance Technologies LLCBuy60062,900$3,805
Q1 2020Matrix Private Capital GroupSell-5192,435$117
Q4 2019Renaissance Technologies LLCBuy47,00062,300$3,458
Q4 2019Matrix Private Capital GroupBuy2,9542,954$164
Q3 2019Renaissance Technologies LLCSell-10,40015,300$802
Q1 2019Renaissance Technologies LLCBuy12,30025,700$1,343
Q4 2018Renaissance Technologies LLCSell-10,60013,400$627
Q4 2018Mairs & Power Growth FundSell-3525,548$260
Q2 2018Mairs & Power Growth FundBuy5,9005,900$313
Q2 2018Sequoia Financial AdvisorsSell-374,150$220
Q1 2018Renaissance Technologies LLCBuy24,00024,000$1,240
Q2 2017Sequoia Financial AdvisorsBuy4,1874,187$208

Frequently asked questions about CWB activity

  • Which institutional owners are buying CWB?

    Institutional owners buying CWB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CWB activity?

    "Buy" means an investor increased their reported position in CWB compared to the prior reporting period. This reflects growing exposure to SPDR BLOOMBERG CONVERTIBLE S (CWB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CWB increasing?

    Institutional interest in CWB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related CWB Institutional Insights