We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

416 hedge funds and large institutions have $4.08B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 178 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 100

56% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.45B

18% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 62

17% more capital invested

Capital invested by funds: $3.5B → $4.08B (+$584M)

2% more funds holding

Funds holding: 409416 (+7)

0.57% more ownership

Funds ownership: 79.58%80.15% (+0.57%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
416
Holders Change
+7
Holders Change %
+1.71%
% of All Funds
9.53%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.46%
New
73
Increased
178
Reduced
100
Closed
62
Calls
$2.27B
Puts
$1.45B
Net Calls
+$818M
Net Calls Change
+$883M
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
251
Crescent Grove Advisors
Illinois
$560K +$575K +9,268 New
RMAM
252
Raab & Moskowitz Asset Management
New Jersey
$555K
WJA
253
Williams Jones & Associates
New York
$540K +$41.8K +674 +8%
CI
254
Cavalier Investments
Georgia
$538K +$553K +8,901 New
Westfield Capital Management
255
Westfield Capital Management
Massachusetts
$537K
CG
256
Cutler Group
California
$531K -$6.18M -99,537 -92%
SIA
257
Starfire Investment Advisers
Michigan
$519K +$535K +8,610 New
SEIA
258
Signature Estate & Investment Advisors
California
$502K -$20K -322 -4%
FMBTD
259
First Midwest Bank Trust Division
Illinois
$498K -$21.1K -340 -4%
FCM
260
Flinton Capital Management
Pennsylvania
$497K -$1.53M -24,650 -75%
DBIA
261
Dumont & Blake Investment Advisors
New Jersey
$497K +$2.48K +40 +0.5%
HT
262
Hefren-Tillotson
Pennsylvania
$488K +$2.3K +37 +0.5%
SCG
263
Sonata Capital Group
Washington
$488K +$502K +8,087 New
PFT
264
Providence First Trust
Arizona
$477K
CWM
265
Cornerstone Wealth Management
Missouri
$474K +$496K +7,995 New
NEIRG
266
New England Investment & Retirement Group
Massachusetts
$458K +$63.6K +1,024 +16%
PWM
267
Perigon Wealth Management
California
$457K +$469K +7,560 New
FTIOP
268
Fiduciary Trust International of Pennsylvania
Pennsylvania
$453K
MWP
269
MYCIO Wealth Partners
Pennsylvania
$439K +$62 +1 +0%
OAM
270
Oppenheimer Asset Management
New York
$436K +$448K +7,218 New
CFA
271
Cahill Financial Advisors
Minnesota
$423K +$154K +2,488 +55%
ABC
272
Associated Banc-Corp
Wisconsin
$421K -$493K -7,949 -53%
WDL
273
Well Done LLC
Michigan
$417K +$23.6K +380 +6%
VFA
274
Valeo Financial Advisors
Indiana
$415K +$347K +5,590 +434%
TAM
275
Tyers Asset Management
Texas
$409K -$1.26M -20,300 -75%

KRE Hedge Fund Activity: Q1 2018 in Review

416 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2018, worth a combined $4.08B — up 17% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new KRE positions and 62 closed out — a net gain of 11 holders — while 178 added to existing stakes and 100 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $362M. The largest seller was Castle Hook Partners, exiting entirely with an estimated $92.1M sold.

  • 416 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2018, up from 409 in Q4 2017.
  • Funds reported $4.08B of State Street SPDR S&P Regional Banking ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 73 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2018 and 62 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2018 was Varma Mutual Pension Insurance Co, an estimated $362M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2018 was Castle Hook Partners, an estimated $92.1M sold.

Based on aggregated 13F filings for Q1 2018.