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SPDR S&P Regional Banking ETF
KRE

Overview Fund Activity

212 hedge funds and large institutions have $2.33B invested in SPDR S&P Regional Banking ETF in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 58 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+14
Holders Change %
+7.07%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
44
Increased
58
Reduced
80
Closed
27
Calls
$158M
Puts
$1.05B
Net Calls
-$888M
Net Calls Change
-$963M

Top Buyers

1
DCM
Discovery Capital Management
Connecticut
$102M
2
Morgan Stanley
Morgan Stanley
New York
$419M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$70.4M
4
Bessemer Group
Bessemer Group
New Jersey
$45.7M
5
ECA
Endeavour Capital Advisors
Connecticut
$37.8M

Top Sellers

1
CS
Credit Suisse
Switzerland
$10.1M
2
Citigroup
Citigroup
New York
$97.2M
3
Goldman Sachs
Goldman Sachs
New York
$321M
4
QCM
QFR Capital Management
New York
$0
5
PVH
Psagot Value Holdings
Israel
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$10K -$2.2K -54 -18%
HCM
202
Horrell Capital Management
Arkansas
$10K – – –
WTC
203
WhitTier Trust Company
Nevada
$8K – – –
WRM
204
Westport Resources Management
Connecticut
$8K – – –
BCI
205
Brinker Capital Investments
Pennsylvania
$7K -$1.83M -45,825 -100%
FTC
206
Farmers Trust Company
Ohio
$4.61K -$4.58M -112,274 -100%
MIM
207
Macroview Investment Management
Maryland
$4K – – –
PMFA
208
Plante Moran Financial Advisors
Michigan
$3K +$3K +66 New
TFA
209
Transamerica Financial Advisors
Florida
$2K +$2K +46 New
BRWA
210
B. Riley Wealth Advisors
Florida
$140 +$140 +3,447 New
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9 +$9 +221 New
QCM
212
QFR Capital Management
New York
– -$28.3M -747,000 Closed
BHCM
213
Brevan Howard Capital Management
Jersey
– -$14.8M -390,000 Closed
EAM
214
EverPoint Asset Management
Connecticut
– -$9.09M -240,000 Closed
BCM
215
BBT Capital Management
Texas
– -$8.58M -226,483 Closed
GAG
216
GM Advisory Group
New York
– -$5.62M -148,307 Closed
CI Investments Inc
217
CI Investments Inc
Ontario, Canada
– -$4.71M -124,400 Closed
JCP
218
Jabre Capital Partners
Switzerland
– -$3.79M -100,000 Closed
JG
219
Jefferies Group
New York
– -$3.6M -95,000 Closed
JCM
220
Janney Capital Management
Pennsylvania
– -$2.15M -56,829 Closed
IAA
221
Ironsides Asset Advisors
North Carolina
– -$1.37M -36,219 Closed
PWPCM
222
Perella Weinberg Partners Capital Management
New York
– -$1.33M -35,000 Closed
AAS
223
Annex Advisory Services
Wisconsin
– -$1.31M -34,570 Closed
Citadel Advisors
224
Citadel Advisors
Florida
– -$1.18M -31,200 Closed
GC
225
Guggenheim Capital
Illinois
– -$947K -25,000 Closed
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