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

265 hedge funds and large institutions have $5.96B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 105 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

502% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $1.15M

395% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 21

262% more capital invested

Capital invested by funds: $1.64B → $5.96B (+$4.31B)

163% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 40

156% more funds holding in top 10

Funds holding in top 10: 2564 (+39)

45% more funds holding

Funds holding: 183265 (+82)

29.03% more ownership

Funds ownership: 45.31%74.34% (+29%)

Holders
265
Holders Change
+82
Holders Change %
+44.81%
% of All Funds
5.9%
Holding in Top 10
64
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+156%
% of All Funds
1.43%
New
104
Increased
105
Reduced
40
Closed
21
Calls
$6.93M
Puts
$1.15M
Net Calls
+$5.78M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
201
Davenport & Co
Virginia
$428K +$428K +4,675 New
EIC
202
Equity Investment Corp
Georgia
$413K +$10.1K +110 +2%
BC
203
Brookfield Corp
Ontario, Canada
$406K +$406K +4,437 New
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394K +$33.6K +367 +9%
ACP
205
Aveo Capital Partners
Colorado
$393K +$393K +4,292 New
CCA
206
Clearwater Capital Advisors
Illinois
$380K +$380K +4,150 New
MIS
207
Morningstar Investment Services
Illinois
$367K +$367K +4,012 New
YWP
208
YorkBridge Wealth Partners
New York
$353K -$4.76K -52 -1%
Jennison Associates
209
Jennison Associates
New York
$342K +$342K +3,738 New
Comerica Bank
210
Comerica Bank
Texas
$341K +$341K +3,723 New
HW
211
Hedeker Wealth
Illinois
$338K +$338K +3,696 New
DADC
212
D.A. Davidson & Co
Montana
$335K -$144K -1,577 -30%
Bank of Nova Scotia
213
Bank of Nova Scotia
Ontario, Canada
$320K -$148K -1,621 -32%
Creative Planning
214
Creative Planning
Kansas
$308K +$308K +3,370 New
UA
215
Unison Advisors
District of Columbia
$305K +$2.01K +22 +0.7%
DWM
216
Dakota Wealth Management
Florida
$304K
BRWA
217
B. Riley Wealth Advisors
Florida
$290K +$289K +3,158 New
CAM
218
Concorde Asset Management
Michigan
$288K +$288K +3,148 New
PCIA
219
Prime Capital Investment Advisors
Kansas
$284K +$284K +3,109 New
BCM
220
Brookstone Capital Management
Illinois
$280K +$280K +3,059 New
RJT
221
Raymond James Trust
Florida
$280K +$280K +3,059 New
GTAM
222
Global Trust Asset Management
Florida
$270K +$270K +2,950 New
PIA
223
Pinion Investment Advisors
Kansas
$257K +$257K +2,805 New
AIM
224
Axiom Investment Management
New York
$246K +$246K +2,691 New
RE
225
RBC Europe
United Kingdom
$232K +$99.7K +1,090 +75%

BIL Hedge Fund Activity: Q4 2018 in Review

265 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q4 2018, worth a combined $5.96B — up 262% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new BIL positions and 21 closed out — a net gain of 83 holders — while 105 added to existing stakes and 40 trimmed.

The largest buyer was KLS Professional Advisors Group, opening a new position worth an estimated $773M. The largest seller was Jacobi Capital Management, cutting an estimated $27.7M.

  • 265 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q4 2018, up from 183 in Q3 2018.
  • Funds reported $5.96B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q4 2018, up 262% quarter-over-quarter.
  • 104 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q4 2018 and 21 closed out, a net change of +83 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q4 2018 was KLS Professional Advisors Group, an estimated $773M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q4 2018 was Jacobi Capital Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2018.