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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
Ameriprise
1
Ameriprise
Minnesota
$863M +$760M +8,306,318 +709%
KPAG
2
KLS Professional Advisors Group
New York
$773M +$773M +8,448,863 New
Bank of America
3
Bank of America
North Carolina
$365M +$257M +2,813,538 +238%
Morgan Stanley
4
Morgan Stanley
New York
$327M +$159M +1,741,666 +95%
AssetMark Inc
5
AssetMark Inc
California
$304M +$299M +3,268,545 +6,131%
UBS Group
6
UBS Group
Switzerland
$259M +$144M +1,573,418 +125%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$236M +$224M +2,443,837 +1,858%
SJIC
8
St. James Investment Company
Texas
$207M +$36.5M +399,218 +21%
IA
9
IndexIQ Advisors
New York
$163M +$100M +1,097,485 +160%
CCMG
10
Clark Capital Management Group
Pennsylvania
$138M +$138M +1,505,220 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$132M +$10M +109,447 +8%
Wells Fargo
12
Wells Fargo
California
$95.5M +$55.6M +607,261 +139%
HHGA
13
Halbert Hargrove Global Advisors
California
$94.5M +$94.5M +1,032,973 New
BFG
14
Barber Financial Group
Kansas
$87.9M +$88M +961,439 New
UCFA
15
United Capital Financial Advisors
Texas
$86.5M +$74.7M +816,046 +628%
EPM
16
Elm Partners Management
Pennsylvania
$81.8M +$81.8M +894,154 New
AII
17
AGF Investments Inc
Ontario, Canada
$64.2M +$58.8M +642,327 +1,083%
BCI
18
Brinker Capital Investments
Pennsylvania
$62.6M +$62.5M +683,451 +52,492%
OAM
19
Oppenheimer Asset Management
New York
$59.8M +$8.45M +92,304 +16%
State Street
20
State Street
Massachusetts
$54M +$45.8M +500,520 +556%
SEI Investments
21
SEI Investments
Pennsylvania
$53.6M +$2.92M +31,958 +6%
JFA
22
JNBA Financial Advisors
Minnesota
$48.8M +$48.8M +533,024 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$44.8M +$27.6M +302,083 +161%
CC
24
Cypress Capital
Tennessee
$42.8M +$42.8M +468,008 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$41.6M +$35.1M +383,214 +533%

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.