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State Street SPDR S&P Insurance ETF

104 hedge funds and large institutions have $527M invested in State Street SPDR S&P Insurance ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

11% more funds holding

Funds holding: 94104 (+10)

2.8% less ownership

Funds ownership: 82.22%79.41% (-2.8%)

17% less capital invested

Capital invested by funds: $634M → $527M (-$107M)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
25
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JG
26
Jefferies Group
New York
$1.27M +$1.34M +44,716 New
VF
27
Virtu Financial
New York
$1.11M -$330K -10,962 -22%
CI
28
CX Institutional
Indiana
$957K +$1.01M +33,738 New
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$950K +$14.7K +490 +1%
Jane Street
30
Jane Street
New York
$941K +$433K +14,417 +77%
RBFC
31
Roman Butler Fullerton & Co
Missouri
$886K +$911K +30,310 New
CWM
32
Cornerstone Wealth Management
Missouri
$876K -$14.1M -468,215 -94%
CCP
33
Corient Capital Partners
California
$777K +$823K +27,376 New
Ameriprise
34
Ameriprise
Minnesota
$722K +$28.7K +956 +4%
VWA
35
V Wealth Advisors
Kansas
$712K +$3.91K +130 +0.5%
CAN
36
Cetera Advisor Networks
California
$695K -$9.65K -321 -1%
Lido Advisors
37
Lido Advisors
California
$695K +$127K +4,223 +21%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$673K +$93.5K +3,110 +15%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$662K -$1.23K -41 -0.2%
MML Investors Services
40
MML Investors Services
Massachusetts
$590K +$19.9K +663 +3%
TSS
41
Two Sigma Securities
New York
$580K +$248K +8,253 +68%
VLC
42
Van Leeuwen & Company
New Jersey
$538K +$570K +18,968 New
CIBC World Market
43
CIBC World Market
Ontario, Canada
$476K +$134K +4,470 +36%
PVH
44
Psagot Value Holdings
Israel
$426K
EIP
45
Ellis Investment Partners
Pennsylvania
$404K +$439K +14,614 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$396K -$194K -6,462 -32%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$345K +$366K +12,173 New
SG Americas Securities
48
SG Americas Securities
New York
$338K +$358K +11,900 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$332K -$191K -6,366 -35%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$331K -$16.7K -557 -5%

KIE Hedge Fund Activity: Q4 2018 in Review

104 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q4 2018, worth a combined $527M — down 17% from $634M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KIE positions and 16 closed out — a net gain of 11 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Segment Wealth Management, opening a new position worth an estimated $4.51M. The largest seller was Bank of America, cutting an estimated $25.2M.

  • 104 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q4 2018, up from 94 in Q3 2018.
  • Funds reported $527M of State Street SPDR S&P Insurance ETF stock for Q4 2018, down 17% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P Insurance ETF positions in Q4 2018 and 16 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q4 2018 was Segment Wealth Management, an estimated $4.51M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q4 2018 was Bank of America, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2018.