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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
BFC
376
Bedel Financial Consulting
Indiana
$36K +$36.5K +588 New
HFP
377
Holistic Financial Partners
Indiana
$34K -$5.46K -88 -13%
SBL
378
Sargent Bickham Lagudis
Colorado
$33K -$15K -242 -30%
CCA
379
Clearwater Capital Advisors
Illinois
$33K +$34.3K +553 New
KF
380
Krilogy Financial
Missouri
$32K
AIM
381
Advantage Investment Management
Iowa
$30K +$62 +1 +0.2%
MGIA
382
Moneta Group Investment Advisors
Missouri
$25K +$26.1K +420 New
EA
383
Edge Advisors
Georgia
$24K +$62 +1 +0.2%
First Manhattan
384
First Manhattan
New York
$24K +$24.8K +400 New
CIM
385
Contravisory Investment Management
Massachusetts
$23K
FCFS
386
First Command Financial Services
Texas
$22K +$22.4K +361 New
FCB
387
First Command Bank
Texas
$21.8K +$22.4K +361 New
AP
388
Atwood & Palmer
Missouri
$21K
WT
389
Whittier Trust
California
$19K
BCM
390
Brasada Capital Management
Texas
$19K +$19.3K +311 New
THWM
391
Taylor Hoffman Wealth Management
Virginia
$19K +$19.9K +321 New
MFW
392
Mosaic Family Wealth
Missouri
$18K +$2.61K +42 +16%
HR
393
Howe & Rusling
New York
$17K -$127K -2,040 -88%
WAP
394
Wealthcare Advisory Partners
Pennsylvania
$17K -$2.05K -33 -10%
WAS
395
Winch Advisory Services
Wisconsin
$16K -$5.84K -94 -27%
PCM
396
Poehling Capital Management
Wisconsin
$16K
POIA
397
Pin Oak Investment Advisors
Texas
$16K +$62 +1 +0.4%
GWS
398
Glassman Wealth Services
Virginia
$15K
CB
399
Community Bank
New York
$14K
CFA
400
Carroll Financial Associates
North Carolina
$12K

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.