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State Street SPDR S&P Regional Banking ETF

430 hedge funds and large institutions have $4.69B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $1.42B

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4.87% more ownership

Funds ownership: 87.14%92.01% (+4.9%)

1% more capital invested

Capital invested by funds: $4.63B → $4.69B (+$55.9M)

1% less funds holding

Funds holding: 433430 (-3)

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

Holders
430
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
9.83%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
52
Increased
168
Reduced
134
Closed
53
Calls
$2.62B
Puts
$1.42B
Net Calls
+$1.2B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
351
Valeo Financial Advisors
Indiana
$155K
PG
352
Patten Group
Tennessee
$154K -$22.1K -354 -12%
CCMW
353
Cypress Capital Management (Wyoming)
Wyoming
$154K +$14K +225 +9%
LNB
354
Ledyard National Bank
$145K +$6.23K +100 +4%
OC
355
Oakworth Capital
Alabama
$144K
Zurich Cantonal Bank
356
Zurich Cantonal Bank
Switzerland
$142K
TFO
357
Tarbox Family Office
California
$141K
RCG
358
Ruggie Capital Group
Florida
$130K
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$130K +$57.8K +928 +73%
RPG
360
Risk Paradigm Group
Texas
$126K +$132K +2,113 New
CRC
361
Curi RMB Capital
Illinois
$124K +$623 +10 +0.5%
SC
362
Solstein Capital
California
$119K
MCM
363
Maltese Capital Management
New York
$97K +$102K +1,632 New
Bessemer Group
364
Bessemer Group
New Jersey
$95K
OSNBOA
365
Old Second National Bank of Aurora
Illinois
$94K
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$90K +$7.48K +120 +9%
IBOK
367
Independence Bank of Kentucky
Kentucky
$89K
RCAG
368
Rehmann Capital Advisory Group
Michigan
$87K -$131K -2,095 -59%
AA
369
Ancora Advisors
Ohio
$83K +$87.6K +1,405 New
Simplex Trading
370
Simplex Trading
Illinois
$80K -$2.57M -41,250 -97%
CAGAS
371
Capital Advisory Group Advisory Services
Minnesota
$72K +$312 +5 +0.4%
WAM
372
Wealthspire Advisors (Maryland)
Maryland
$71K
PCM
373
Princeton Capital Management
New Jersey
$67K
KF
374
Krilogy Financial
Missouri
$67K +$69.8K +1,120 New
APP
375
Avantax Planning Partners
Iowa
$66K +$68.8K +1,104 New

KRE Hedge Fund Activity: Q3 2018 in Review

430 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2018, worth a combined $4.69B — up 1.2% from $4.63B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KRE and 52 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 168 added.

The largest buyer was Goldman Sachs, adding an estimated $270M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $302M.

  • 430 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2018, down from 433 in Q2 2018.
  • Funds reported $4.69B of State Street SPDR S&P Regional Banking ETF stock for Q3 2018, up 1.2% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2018 and 53 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2018 was Goldman Sachs, an estimated $270M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2018.