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State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL

70 hedge funds and large institutions have $829M invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

56% more capital invested

Capital invested by funds: $531M → $829M (+$298M)

17% more funds holding

Funds holding: 60 → 70 (+10)

5.87% more ownership

Funds ownership: 28.08% → 33.95% (+5.9%)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
23
Increased
26
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$84.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$84.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$83.3M
4
PSW
Portfolio Strategies (Washington)
Washington
+$14.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.1M

Top Sellers

1
FM
Forward Management
California
-$29.7M
2
SIM
Sentry Investment Management
Wisconsin
-$10.9M
3
FIM
Freedom Investment Management
Connecticut
-$5.83M
4
EMA
Efficient Market Advisors
California
-$3.25M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$3.72M +$100K +1,098 +3%
BTS
27
BB&T Securities
Virginia
$3.54M +$354K +3,867 New
SEI Investments
28
SEI Investments
Pennsylvania
$3.42M +$3.42M +37,415 New
CFA
29
Camarda Financial Advisors
Florida
$2.6M +$166K +1,811 +7%
PI
30
Placemark Investments
Illinois
$2.58M +$991K +10,836 +63%
Citigroup
31
Citigroup
New York
$2.54M +$565K +6,171 +29%
Stifel Financial
32
Stifel Financial
Missouri
$2.36M +$2.36M +25,784 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.19M -$3.22M -35,168 -59%
SB
34
Suntrust Banks
Georgia
$1.78M +$380K +4,152 +27%
VKH
35
Virtu KCG Holdings
New York
$1.75M +$124K +1,350 +8%
LG
36
Leuthold Group
Minnesota
$1.74M +$1.74M +19,040 New
Citadel Advisors
37
Citadel Advisors
Florida
$1.74M +$1.09M +11,861 +166%
RJA
38
Raymond James & Associates
Florida
$1.57M +$836K +9,134 +113%
ALA
39
Atherton Lane Advisers
California
$1.2M -$139K -1,520 -10%
Barclays
40
Barclays
United Kingdom
$913K -$133K -1,455 -13%
GLA
41
Great Lakes Advisors
Illinois
$726K -$442K -4,826 -38%
US Bancorp
42
US Bancorp
Minnesota
$614K +$4.57K +50 +0.8%
EMA
43
Efficient Market Advisors
California
$541K -$3.25M -35,518 -86%
MFS
44
MSI Financial Services
Massachusetts
$518K -$119K -1,296 -19%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$507K -$381K -4,167 -43%
UR
46
USCA RIA
Texas
$505K -$57.7K -631 -10%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$417K +$60.6K +662 +17%
FSIM
48
F-Squared Investment Management
Massachusetts
$380K +$380K +4,155 New
AIG
49
American International Group
New York
$357K +$15.2K +166 +4%
KL
50
KWMG LLC
Kansas
$336K +$336K +3,675 New
1
2
3 4

BIL Hedge Fund Activity: Q4 2014 in Review

70 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q4 2014, worth a combined $829M — up 56% from $531M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BIL positions and 12 closed out — a net gain of 11 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $84.9M. The largest seller was Forward Management, cutting an estimated $29.7M.

  • 70 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q4 2014, up from 60 in Q3 2014.
  • Funds reported $829M of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q4 2014, up 56% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q4 2014 and 12 closed out, a net change of +11 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $84.9M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q4 2014 was Forward Management, an estimated $29.7M sold.

Based on aggregated 13F filings for Q4 2014.