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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
SKK
126
Shepherd Kaplan Krochuk
Massachusetts
$265K -$107K -2,490 -28%
Northern Trust
127
Northern Trust
Illinois
$265K +$3.6K +84 +1%
SB
128
Suntrust Banks
Georgia
$264K -$137K -3,204 -34%
CA
129
Cetera Advisors
Colorado
$264K -$51.3K -1,196 -16%
SC
130
Scotia Capital
Ontario, Canada
$261K +$5.36K +125 +2%
RMAM
131
Raab & Moskowitz Asset Management
New Jersey
$258K -$10.1K -235 -4%
CFG
132
Cooper Financial Group
California
$255K +$15.3K +356 +6%
SWP
133
Stratos Wealth Partners
Ohio
$250K +$2.06K +48 +0.8%
WA
134
Winfield Associates
Ohio
$248K -$25.7K -600 -9%
FTI
135
Fiduciary Trust International
Massachusetts
$248K +$162K +3,775 +270%
PSUF
136
People's United Financial
Connecticut
$240K -$262K -6,119 -52%
DWT
137
Dorsey & Whitney Trust
South Dakota
$239K +$245K +5,720 New
UBS AM
138
UBS AM
Illinois
$234K
IFWM
139
Institute for Wealth Management
Colorado
$231K -$5.27K -123 -2%
DG
140
Delek Group
Israel
$226K -$127K -2,951 -35%
GD
141
Grandfield & Dodd
New York
$225K
Marshall Wace
142
Marshall Wace
United Kingdom
$222K +$228K +5,315 New
LP
143
LGL Partners
Pennsylvania
$222K +$228K +5,320 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$217K +$222K +5,185 New
RCAG
145
Rehmann Capital Advisory Group
Michigan
$216K +$222K +5,171 New
CFA
146
Carroll Financial Associates
North Carolina
$216K -$5.79K -135 -3%
VWM
147
Venturi Wealth Management
Texas
$216K +$216K +5,035 New
NB
148
NBT Bank
New York
$216K +$222K +5,176 New
TA
149
Tiedemann Advisors
New York
$215K +$221K +5,150 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$213K -$34.6K -807 -14%

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.