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State Street SPDR S&P Regional Banking ETF
KRE

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: 16 → 23 (+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: 337 → 409 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$152M
2
Nomura Holdings
Nomura Holdings
Japan
+$138M
3
CHP
Castle Hook Partners
New York
+$89.9M
4
NM
Nokota Management
New York
+$82.6M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$51.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$135M
2
Citigroup
Citigroup
New York
-$74.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$69.5M
4
Morgan Stanley
Morgan Stanley
New York
-$62M
5
DCM
Discovery Capital Management
Connecticut
-$40.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPA
351
Marvin & Palmer Associates
Delaware
$88K – – –
IBOK
352
Independence Bank of Kentucky
Kentucky
$88K +$86.2K +1,500 New
PG
353
Patten Group
Tennessee
$85K – – –
VFA
354
Valeo Financial Advisors
Indiana
$76K – – –
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$57 +1 +0.1%
WAM
356
Wealthspire Advisors (Maryland)
Maryland
$71K – – –
SIM
357
Sonora Investment Management
Arizona
$64.7K +$20.1K +350 +47%
Manulife (Manufacturers Life Insurance)
358
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K -$34.2K -596 -36%
PMFA
359
Plante Moran Financial Advisors
Michigan
$59K – – –
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$58K +$57K +993 New
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$57K +$2.87K +50 +5%
BG
362
Bollard Group
Massachusetts
$53K +$172 +3 +0.3%
ME
363
McIlrath & Eck
Washington
$53K +$51.5K +896 New
AF
364
Advisornet Financial
Minnesota
$49K +$47.7K +830 New
RFWA
365
RPg Family Wealth Advisory
Massachusetts
$48K – – –
SBL
366
Sargent Bickham Lagudis
Colorado
$47K – – –
CCM
367
Covington Capital Management
California
$41K – – –
HFP
368
Holistic Financial Partners
Indiana
$38K +$37.6K +654 New
SPIA
369
Steward Partners Investment Advisory
New York
$36K +$33K +575 +1,173%
KF
370
Krilogy Financial
Missouri
$31K +$57 +1 +0.2%
AIM
371
Advantage Investment Management
Iowa
$29K +$5.29K +92 +23%
BBHC
372
Brown Brothers Harriman & Co
New York
$29K +$28.7K +500 New
IWP
373
Icon Wealth Partners
Texas
$29K +$28.7K +500 New
AC
374
Avestar Capital
New York
$26K +$26K +452 New
EA
375
Edge Advisors
Georgia
$23K -$2.3K -40 -9%
13 14
15
16 17

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.