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SPDR S&P Regional Banking ETF
KRE

Overview Fund Activity

194 hedge funds and large institutions have $2.7B invested in SPDR S&P Regional Banking ETF in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+33
Holders Change %
+20.5%
% of All Funds
5.63%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.35%
New
52
Increased
65
Reduced
49
Closed
17
Calls
$20.8M
Puts
$209M
Net Calls
-$188M
Net Calls Change
-$94.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$176M
2
Goldman Sachs
Goldman Sachs
New York
$285M
3
SCM
Sandler Capital Management
New York
$48M
4
NYLIM
New York Life Investment Management
New York
$14M
5
Bank of America
Bank of America
North Carolina
$145M

Top Sellers

1
Citigroup
Citigroup
New York
$161M
2
Morgan Stanley
Morgan Stanley
New York
$540M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
4
BG
BlackRock Group
United Kingdom
$11.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBA
151
Train Babcock Advisors
New York
$270K +$270K +6,650 New
CWM
152
Concert Wealth Management
California
$259K -$16.1K -396 -6%
AWA
153
Arete Wealth Advisors
Illinois
$257K +$257K +6,320 New
BBPWM
154
Blue Bell Private Wealth Management
Pennsylvania
$253K -$235K -5,775 -48%
MC
155
Mathes Company
New York
$248K +$248K +6,100 New
MWP
156
MYCIO Wealth Partners
Pennsylvania
$243K -$122K -3,000 -33%
Creative Planning
157
Creative Planning
Kansas
$237K +$128K +3,160 +118%
CHC
158
City Holding Co
West Virginia
$236K +$236K +5,800 New
LCM
159
Lucas Capital Management
New Jersey
$217K +$217K +5,350 New
JWBC
160
J.W. Burns & Co
New York
$204K +$204K +5,035 New
CCM
161
Condor Capital Management
New Jersey
$202K +$202K +4,972 New
CTC
162
Central Trust Company
Missouri
$179K – – –
CAL
163
Capital Analysts LLC
Pennsylvania
$162K +$40.6K +1,000 +33%
BKBG
164
BHF Kleinwort Benson Group
Belgium
$130K – – –
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$126K +$126K +3,104 New
LWA
166
Lenox Wealth Advisors
New York
$118K +$16.9K +416 +17%
PG
167
PEAK6 Group
Illinois
$102K -$4.08M -100,271 -98%
LNB
168
Ledyard National Bank
$93K – – –
GT
169
Glenmede Trust
Pennsylvania
$81K – – –
FNYS
170
First New York Securities
New York
$81K +$81K +2,000 New
Brown Advisory
171
Brown Advisory
Maryland
$76K -$17.5K -430 -19%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$69K -$20.3K -500 -23%
HCP
173
Holt Capital Partners
Texas
$61K +$61K +1,500 New
HRIA
174
Haberer Registered Investment Advisor
Ohio
$59K -$20.3K -500 -26%
SF
175
Synovus Financial
Georgia
$55K +$55K +1,369 New
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