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State Street SPDR S&P Regional Banking ETF

346 hedge funds and large institutions have $2.49B invested in State Street SPDR S&P Regional Banking ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 30

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

57% more capital invested

Capital invested by funds: $1.59B → $2.49B (+$901M)

42% more call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.14B

27% more funds holding

Funds holding: 272346 (+74)

1% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 93

8.29% less ownership

Funds ownership: 135.31%127.01% (-8.3%)

Holders
346
Holders Change
+74
Holders Change %
+27.21%
% of All Funds
6.12%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
109
Increased
94
Reduced
93
Closed
30
Calls
$1.62B
Puts
$1.14B
Net Calls
+$476M
Net Calls Change
+$565M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$404M -$143M -3,130,552 -29%
Goldman Sachs
2
Goldman Sachs
New York
$231M +$6.89M +150,583 +4%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$208M +$183M +4,000,000 New
Citigroup
4
Citigroup
New York
$202M +$41.1M +898,992 +30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$156M +$110M +2,400,000 +400%
VMPIC
6
Varma Mutual Pension Insurance Co
Finland
$120M +$87.4M +1,910,685 +482%
Bank of America
7
Bank of America
North Carolina
$116M -$7.03M -153,641 -6%
UBS Group
8
UBS Group
Switzerland
$112M +$19M +415,525 +24%
Barclays
9
Barclays
United Kingdom
$82.3M +$28.3M +618,101 +64%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$58.2M -$29.7M -648,898 -37%
AP
11
Advisors Preferred
Maryland
$45.7M +$40.4M +883,639 New
Holocene Advisors
12
Holocene Advisors
New York
$40.1M +$35.3M +772,817 New
Citadel Advisors
13
Citadel Advisors
Florida
$24.4M +$8.17M +178,685 +61%
Wells Fargo
14
Wells Fargo
California
$23.2M +$4.38M +95,728 +27%
Jane Street
15
Jane Street
New York
$22.7M +$19.4M +424,391 +3,474%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$21.4M +$14.8M +323,738 +368%
AI
17
Atom Investors
Texas
$20.1M -$3.48M -76,079 -16%
NFT
18
Nan Fung Trinity
Hong Kong
$19.9M +$5.76M +126,000 +49%
PPW
19
Parcion Private Wealth
Washington
$18.5M +$16.3M +356,665 New
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$15.7M -$107M -2,329,999 -89%
SG Americas Securities
21
SG Americas Securities
New York
$14.8M -$26.2M -572,538 -67%
GF
22
Greenhouse Funds
Maryland
$14.7M -$18.8M -410,126 -59%
LPL Financial
23
LPL Financial
California
$14.4M +$796K +17,404 +7%
OCM
24
Oribel Capital Management
New York
$14.2M -$7.84M -171,400 -38%
TAM
25
Tocqueville Asset Management
New York
$14.1M +$725K +15,865 +6%

KRE Hedge Fund Activity: Q4 2020 in Review

346 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2020, worth a combined $2.49B — up 57% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new KRE positions and 30 closed out — a net gain of 79 holders — while 94 added to existing stakes and 93 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $183M. The largest seller was Morgan Stanley, cutting an estimated $143M.

  • 346 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2020, up from 272 in Q3 2020.
  • Funds reported $2.49B of State Street SPDR S&P Regional Banking ETF stock for Q4 2020, up 57% quarter-over-quarter.
  • 109 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2020 and 30 closed out, a net change of +79 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2020 was Bank of Nova Scotia, an estimated $183M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2020 was Morgan Stanley, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2020.