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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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$4.07M +$586K +9,446 +16%
PP
102
Patten & Patten
Tennessee
$3.99M +$62.7K +1,010 +2%
SC
103
Scotia Capital
Ontario, Canada
$3.98M +$2.8M +45,110 +218%
UAS
104
United Asset Strategies
New York
$3.89M +$3.36M +54,063 +523%
EIA
105
Eldridge Investment Advisors
New Hampshire
$3.84M +$93.3K +1,503 +2%
QFA
106
Quattro Financial Advisors
Texas
$3.74M -$214K -3,455 -5%
SHGA
107
Sand Hill Global Advisors
California
$3.73M -$33.5M -539,914 -90%
Hudson Bay Capital Management
108
Hudson Bay Capital Management
Connecticut
$3.7M +$3.8M +61,200 New
HIIFS
109
Harel Insurance Investments & Financial Services
Israel
$3.68M +$1.2M +19,400 +47%
FF
110
Friedenthal Financial
New Jersey
$3.64M +$3.74M +60,321 New
SCM
111
SOL Capital Management
Maryland
$3.55M +$240K +3,860 +7%
HNB
112
Huntington National Bank
Ohio
$3.41M +$221K +3,560 +7%
OC
113
Oppenheimer & Co
New York
$3.35M +$493K +7,941 +17%
CM
114
Churchill Management
California
$3.31M +$10.2K +164 +0.3%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$3.25M +$42.1K +678 +1%
CCMG
116
Clark Capital Management Group
Pennsylvania
$3.22M +$3.31M +53,367 New
SFS
117
Sowell Financial Services
Arkansas
$3.16M -$32.9K -530 -1%
CC
118
Chanos & Company
New York
$3.1M +$3.18M +51,258 New
SB
119
Simmons Bank
Arkansas
$3.08M +$194K +3,127 +7%
KCM
120
Karp Capital Management
California
$3.07M +$708K +11,397 +29%
TSS
121
Two Sigma Securities
New York
$3.02M -$4.45M -71,757 -59%
Squarepoint
122
Squarepoint
New York
$3.02M -$3.29M -52,926 -51%
FPFS
123
First Personal Financial Services
North Carolina
$3M -$123K -1,984 -4%
WCP
124
Welch Capital Partners
New York
$2.98M
SWM
125
Segment Wealth Management
Texas
$2.92M +$3M +48,290 New

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.