State Street SPDR S&P Insurance ETF
KIE
95 hedge funds and large institutions have $665M invested in State Street SPDR S&P Insurance ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 19 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 29
11% more capital invested
Capital invested by funds: $599M → $665M (+$66.5M)
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
1% more funds holding
Funds holding: 94 → 95 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
49% less call options, than puts
Call options by funds: $556K | Put options by funds: $1.1M
141.29% less ownership
Funds ownership: 218.32% → 77.04% (-141%)
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$66.2M |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$22.7M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$3.78M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.55M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$18.9M |
| 2 |
SG Americas Securities
New York
|
-$6.98M |
| 3 |
TSS
Two Sigma Securities
New York
|
-$5.35M |
| 4 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$5.27M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1.16M | -39,900 | Closed |
|
|
VWM
102
Venturi Wealth Management
Austin,
Texas
| – | -$544K | -18,000 | Closed |
|
|
AGM
103
Alpine Global Management
New York
| – | -$408K | -13,596 | Closed |
|
|
MS
104
Maven Securities
St Helier,
Jersey
| – | -$316K | -10,527 | Closed |
|
105
Walleye Trading
New York
| – | -$261 | -8,712 | Closed |
|
|
NFG
106
Next Financial Group
Houston,
Texas
| – | -$43K | -1,401 | Closed |
|
|
LWM
107
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$14K | -477 | Closed |
|
|
X
108
Xponance
Philadelphia,
Pennsylvania
| – | -$7K | -264 | Closed |
|
|
BF
109
BOK Financial
Tulsa,
Oklahoma
| – | -$5K | -159 | Closed |
|
|
PO
110
Private Ocean
San Rafael,
California
| – | -$5K | -153 | Closed |
|
|
GWM
111
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -36 | Closed |
|
112
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -18 | Closed |
|
|
JWA
113
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$368 | +12 | New |
|
KIE Hedge Fund Activity: Q4 2017 in Review
95 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q4 2017, worth a combined $665M — up 11% from $599M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new KIE positions and 19 closed out — a net gain of 2 holders — while 35 added to existing stakes and 29 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $66.2M. The largest seller was Bank of America, cutting an estimated $18.9M.
- 95 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q4 2017, up from 94 in Q3 2017.
- Funds reported $665M of State Street SPDR S&P Insurance ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 21 funds opened new State Street SPDR S&P Insurance ETF positions in Q4 2017 and 19 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P Insurance ETF buyer in Q4 2017 was AssetMark Inc, an estimated $66.2M added.
- The largest State Street SPDR S&P Insurance ETF seller in Q4 2017 was Bank of America, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2017.