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State Street SPDR S&P Regional Banking ETF

409 hedge funds and large institutions have $3.5B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

25% more capital invested

Capital invested by funds: $2.81B → $3.5B (+$692M)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

21% more funds holding

Funds holding: 337409 (+72)

6% less call options, than puts

Call options by funds: $994M | Put options by funds: $1.06B

4.81% less ownership

Funds ownership: 84.39%79.58% (-4.8%)

Holders
409
Holders Change
+72
Holders Change %
+21.36%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.52%
New
113
Increased
135
Reduced
109
Closed
36
Calls
$994M
Puts
$1.06B
Net Calls
-$65.3M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
326
Belpointe Asset Management
Nevada
$205K -$15.2K -264 -7%
LPIC
327
LeJeune Puetz Investment Counsel
Michigan
$202K
EWM
328
Edge Wealth Management
New York
$202K +$81.9K +1,425 +71%
CBU
329
CIBC Bank USA
Illinois
$202K +$196K +3,420 New
TFF
330
The Family Firm
Maryland
$201K +$197K +3,423 New
AWA
331
Acorn Wealth Advisors
Michigan
$198K +$191K +3,327 New
GWM
332
Geneos Wealth Management
Colorado
$185K +$30.7K +534 +20%
BAM
333
Barrett Asset Management
New York
$185K +$181K +3,150 New
FAAS
334
First Allied Advisory Services
California
$176K -$233K -4,059 -58%
GT
335
Glenmede Trust
Pennsylvania
$176K
WEC
336
Winslow Evans & Crocker
Massachusetts
$160K +$23K +400 +17%
OC
337
Oakworth Capital
Alabama
$144K
TFO
338
Tarbox Family Office
California
$140K
LNB
339
Ledyard National Bank
$138K
HR
340
Howe & Rusling
New York
$137K -$2.04M -35,435 -94%
RCG
341
Ruggie Capital Group
Florida
$128K
CRC
342
Curi RMB Capital
Illinois
$124K +$23.4K +407 +24%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$121K -$65.2K -1,135 -36%
PCP
344
Proficio Capital Partners
Massachusetts
$118K -$831K -14,460 -88%
FPS
345
Fieldpoint Private Securities
Connecticut
$118K +$23K +400 +25%
WG
346
Welch Group
Alabama
$107K
MCM
347
Maltese Capital Management
New York
$102K +$99.7K +1,735 New
OTC
348
Opera Trading Capital
France
$100K +$97.9K +1,705 New
Bessemer Group
349
Bessemer Group
New Jersey
$95K
OSNBOA
350
Old Second National Bank of Aurora
Illinois
$93K

KRE Hedge Fund Activity: Q4 2017 in Review

409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2017, worth a combined $3.5B — up 25% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new KRE positions and 36 closed out — a net gain of 77 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $152M. The largest seller was JP Morgan Chase, cutting an estimated $135M.

  • 409 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $3.5B of State Street SPDR S&P Regional Banking ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2017 and 36 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2017 was Goldman Sachs, an estimated $152M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2017 was JP Morgan Chase, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.