We are live on ! Find out more
KBE icon

State Street SPDR S&P Bank ETF

222 hedge funds and large institutions have $1.19B invested in State Street SPDR S&P Bank ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 97 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 225222 (-3)

7.77% less ownership

Funds ownership: 64.69%56.92% (-7.8%)

26% less capital invested

Capital invested by funds: $1.62B → $1.19B (-$425M)

57% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 97

77% less call options, than puts

Call options by funds: $43.5M | Put options by funds: $187M

Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
4.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
42
Reduced
97
Closed
36
Calls
$43.5M
Puts
$187M
Net Calls
-$144M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
AMM
226
American Money Management
California
-$2.68M -71,732 Closed
CG
227
Cutler Group
California
-$2.59M -60,447 Closed
AGM
228
Alpine Global Management
New York
-$2.07M -55,473 Closed
WCP
229
Welch Capital Partners
New York
-$1.59M -42,640 Closed
CWM
230
Cabot Wealth Management
Massachusetts
-$1.37M -36,787 Closed
XS
231
XR Securities
Illinois
-$1.25M -33,367 Closed
WAM
232
Wolverine Asset Management
Illinois
-$1.19M -31,800 Closed
SH
233
SeaTown Holdings
Singapore
-$605K -16,200 Closed
EP
234
Edgestream Partners
New Jersey
-$517K -13,832 Closed
CCMW
235
Cypress Capital Management (Wyoming)
Wyoming
-$469K -12,550 Closed
CPIG
236
Chicago Partners Investment Group
Illinois
-$423K -10,629 Closed
PCM
237
Palisade Capital Management
New Jersey
-$373K -10,000 Closed
Baird Financial Group
238
Baird Financial Group
Wisconsin
-$308K -8,237 Closed
Walleye Trading
239
Walleye Trading
New York
-$255K -6,822 Closed
WEC
240
Winslow Evans & Crocker
Massachusetts
-$244K -6,532 Closed
HFS
241
HL Financial Services
Kentucky
-$243K -6,508 Closed
ATC
242
Argent Trust Co
Tennessee
-$236K -6,307 Closed
WANY
243
Wealthspire Advisors (New York)
New York
-$111K -2,985 Closed
ZIG
244
Zurich Insurance Group
Switzerland
-$110K -2,950 Closed
CRC
245
Curi RMB Capital
Illinois
-$96K -2,561 Closed
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
-$80.1K -1,869 -100%
EDRH
247
Edmond de Rothschild Holding
Switzerland
-$56K -1,500 Closed
HIIFS
248
Harel Insurance Investments & Financial Services
Israel
-$51K -1,370 Closed
EWA
249
Evolution Wealth Advisors
Florida
-$38K -1,020 Closed
CF
250
Centaurus Financial
California
-$24 -892 Closed

KBE Hedge Fund Activity: Q1 2019 in Review

222 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q1 2019, worth a combined $1.19B — down 26% from $1.62B a quarter earlier.

Fund positioning in KBE was balanced in Q1 2019: 36 funds opened new positions, 36 closed out, 42 added to existing stakes and 97 trimmed.

The largest buyer was Tibra Equities Europe, opening a new position worth an estimated $35.3M. The largest seller was Goldman Sachs, cutting an estimated $232M.

  • 222 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q1 2019, down from 225 in Q4 2018.
  • Funds reported $1.19B of State Street SPDR S&P Bank ETF stock for Q1 2019, down 26% quarter-over-quarter.
  • 36 funds opened new State Street SPDR S&P Bank ETF positions in Q1 2019 and 36 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q1 2019 was Tibra Equities Europe, an estimated $35.3M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q1 2019 was Goldman Sachs, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2019.