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SPDR S&P Bank ETF
KBE

Overview Fund Activity

118 hedge funds and large institutions have $1.58B invested in SPDR S&P Bank ETF in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
19
Increased
35
Reduced
43
Closed
13
Calls
$1.55M
Puts
$7.8M
Net Calls
-$6.25M
Net Calls Change
+$4.57M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$35.6M
2
BC
Brinker Capital
Pennsylvania
+$14.8M
3
FIG
Fortress Investment Group
New York
+$14M
4
Wells Fargo
Wells Fargo
California
+$9.12M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$7.49M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.2M
2
CS
Credit Suisse
Switzerland
-$6.45M
3
Morgan Stanley
Morgan Stanley
New York
-$4M
4
Bank of America
Bank of America
North Carolina
-$3.38M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGDI
26
BW Gestao de Investimentos
Brazil
$4.62M -$71.5K -2,100 -2%
RJA
27
Raymond James & Associates
Florida
$4.18M -$1.57M -46,099 -27%
QIM
28
Quantitative Investment Management
Virginia
$4.05M +$3.38M +99,400 +510%
NSAM
29
North Star Asset Management
Wisconsin
$3.74M -$291K -8,555 -7%
V
30
Veritable
Delaware
$3.23M – – –
LPL Financial
31
LPL Financial
California
$3.08M +$1.48M +43,428 +93%
LCM
32
Leonard Capital Management
Florida
$2.72M – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$2.58M +$318K +9,351 +14%
JIP
34
Jaffetilchin Investment Partners
Florida
$2.57M +$7.9K +232 +0.3%
AMM
35
American Money Management
California
$2.54M -$78.4K -2,303 -3%
SC
36
SouthState Corp
Florida
$2.39M -$29.4K -864 -1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.14M -$171K -5,014 -7%
IPC
38
Independent Portfolio Consultants
Florida
$2.11M +$2.11M +61,910 New
TRCT
39
Tower Research Capital (TRC)
New York
$2M +$547K +16,068 +38%
CS
40
Credit Suisse
Switzerland
$1.88M -$6.45M -189,423 -77%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.58M -$3.95K -116 -0.2%
AP
42
Advisors Preferred
Maryland
$1.54M +$1.32M +38,814 +608%
CCA
43
Cobblestone Capital Advisors
New York
$1.49M -$18.7K -550 -1%
WA
44
Winfield Associates
Ohio
$1.42M -$3.4K -100 -0.2%
MSU
45
Maple Securities USA
New Jersey
$1.37M +$1.37M +40,100 New
GLA
46
Great Lakes Advisors
Illinois
$1.07M -$184K -5,410 -15%
Barclays
47
Barclays
United Kingdom
$1.05M +$132K +3,890 +14%
FC
48
FIC Capital
New York
$1.03M -$172K -5,050 -14%
MHS
49
M Holdings Securities
Oregon
$940K -$94.8K -2,783 -9%
WA
50
WESPAC Advisors
California
$868K +$20.5K +603 +2%
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