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State Street SPDR EURO STOXX 50 ETF

183 hedge funds and large institutions have $1.2B invested in State Street SPDR EURO STOXX 50 ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

42% more capital invested

Capital invested by funds: $847M → $1.2B (+$355M)

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

17% more funds holding

Funds holding: 157183 (+26)

8.74% more ownership

Funds ownership: 36.47%45.21% (+8.7%)

48% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $2.2B

Holders
183
Holders Change
+26
Holders Change %
+16.56%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.22%
New
48
Increased
58
Reduced
44
Closed
19
Calls
$1.14B
Puts
$2.2B
Net Calls
-$1.06B
Net Calls Change
-$1.07B
Name Holding Trade Value Shares
Change
Change in
Stake
HCMNY
126
Howard Capital Management (New York)
New York
$263K +$251K +7,240 New
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$251K +$239K +6,900 New
CIC
128
Carnegie Investment Counsel
Ohio
$240K +$35 +1 +0%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$235K +$224K +6,456 New
RC
130
Roundview Capital
New Jersey
$232K -$5.2K -150 -2%
WI
131
Wintrust Investments
Illinois
$231K -$23.3K -671 -10%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$230K -$88.9K -2,562 -29%
SC
133
Scotia Capital
Ontario, Canada
$215K -$108K -3,100 -34%
VFA
134
Voya Financial Advisors
Connecticut
$215K -$29.5K -851 -13%
US Bancorp
135
US Bancorp
Minnesota
$213K +$203K +5,866 New
FPS
136
Fieldpoint Private Securities
Connecticut
$211K +$201K +5,800 New
CFA
137
Carroll Financial Associates
North Carolina
$145K -$20.8K -600 -13%
AIP
138
Almanack Investment Partners
Pennsylvania
$141K +$134K +3,867 New
SAS
139
Stelac Advisory Services
New York
$134K
DADC
140
D.A. Davidson & Co
Montana
$125K +$21.9K +630 +22%
HCA
141
Harbour Capital Advisors
Virginia
$104K +$98.9K +2,850 New
SFG
142
SevenBridge Financial Group
Pennsylvania
$73K -$12.8K -369 -15%
ClearBridge Investments
143
ClearBridge Investments
New York
$73K
GWM
144
Geneos Wealth Management
Colorado
$59K +$6.94K +200 +14%
HIIFS
145
Harel Insurance Investments & Financial Services
Israel
$59K +$56.2K +1,620 New
BBPWM
146
Blue Bell Private Wealth Management
Pennsylvania
$58K
OFW
147
Omnia Family Wealth
Florida
$55K
First Manhattan
148
First Manhattan
New York
$54K +$17.3K +500 +50%
KPCM
149
Kings Point Capital Management
New York
$41K +$35 +1 +0.1%
PB
150
Pinnacle Bancorp
Nebraska
$38K +$36.3K +1,047 New

FEZ Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR EURO STOXX 50 ETF (FEZ) for Q1 2017, worth a combined $1.2B — up 42% from $847M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FEZ positions and 19 closed out — a net gain of 29 holders — while 58 added to existing stakes and 44 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $81.6M. The largest seller was SG Americas Securities, cutting an estimated $32.7M.

  • 183 institutional investors held State Street SPDR EURO STOXX 50 ETF (FEZ) as of Q1 2017, up from 157 in Q4 2016.
  • Funds reported $1.2B of State Street SPDR EURO STOXX 50 ETF stock for Q1 2017, up 42% quarter-over-quarter.
  • 48 funds opened new State Street SPDR EURO STOXX 50 ETF positions in Q1 2017 and 19 closed out, a net change of +29 holders.
  • The largest State Street SPDR EURO STOXX 50 ETF buyer in Q1 2017 was AllianceBernstein, an estimated $81.6M added.
  • The largest State Street SPDR EURO STOXX 50 ETF seller in Q1 2017 was SG Americas Securities, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2017.