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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
Brown Advisory
326
Brown Advisory
Maryland
$221K -$61.1K -984 -21%
CCM
327
Crossvault Capital Management
Texas
$216K +$1.55K +25 +0.7%
CL
328
Choreo LLC
Illinois
$216K +$222K +3,580 New
WPW
329
Waldron Private Wealth
Pennsylvania
$216K +$222K +3,580 New
JCM
330
Jacobi Capital Management
Pennsylvania
$213K +$6.33K +102 +3%
Mariner
331
Mariner
Kansas
$211K
EWM
332
Edge Wealth Management
New York
$207K
LPIC
333
LeJeune Puetz Investment Counsel
Michigan
$207K
TFF
334
The Family Firm
Maryland
$207K +$186 +3 +0.1%
CBU
335
CIBC Bank USA
Illinois
$206K
BAM
336
Barrett Asset Management
New York
$190K
AP
337
Advisors Preferred
Maryland
$181K +$177K +2,847 +1,802%
GT
338
Glenmede Trust
Pennsylvania
$176K
WEC
339
Winslow Evans & Crocker
Massachusetts
$164K
OC
340
Oakworth Capital
Alabama
$149K
PG
341
Patten Group
Tennessee
$148K +$62.1K +1,000 +69%
TFO
342
Tarbox Family Office
California
$144K
LNB
343
Ledyard National Bank
$142K
FPS
344
Fieldpoint Private Securities
Connecticut
$133K +$12.9K +208 +10%
RCG
345
Ruggie Capital Group
Florida
$132K
CRC
346
Curi RMB Capital
Illinois
$127K +$559 +9 +0.4%
GRP
347
Global Retirement Partners
California
$125K +$118K +1,898 +1,054%
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$124K
Nomura Holdings
349
Nomura Holdings
Japan
$124K -$22.9M -368,102 -15%
PCP
350
Proficio Capital Partners
Massachusetts
$121K

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.