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State Street SPDR S&P Regional Banking ETF

525 hedge funds and large institutions have $4.48B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 156 increasing their positions, 160 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 65

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

37% more capital invested

Capital invested by funds: $3.26B → $4.48B (+$1.22B)

16% more funds holding

Funds holding: 452525 (+73)

3% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 160

14.51% less ownership

Funds ownership: 125.62%111.12% (-15%)

48% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $3.55B

Holders
525
Holders Change
+73
Holders Change %
+16.15%
% of All Funds
7.65%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.28%
New
143
Increased
156
Reduced
160
Closed
65
Calls
$1.86B
Puts
$3.55B
Net Calls
-$1.69B
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$715M +$368M +8,225,133 +152%
PF
2
Phoenix Financial
Israel
$210M +$159M +3,549,700 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$189M -$183M -4,090,000 -53%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$180M +$82.4M +1,843,083 +116%
MMEA
5
Main Management ETF Advisors
California
$125M +$42.9M +958,800 +67%
CHP
6
Castle Hook Partners
New York
$125M +$106M +2,377,977 New
Bank of America
7
Bank of America
North Carolina
$119M -$91.2M -2,040,045 -47%
MCM
8
Moore Capital Management
New York
$108M +$92.3M +2,064,974 New
Wells Fargo
9
Wells Fargo
California
$105M +$47.8M +1,069,829 +115%
Citigroup
10
Citigroup
New York
$99.1M -$177M -3,947,733 -68%
Citadel Advisors
11
Citadel Advisors
Florida
$99.1M +$72.7M +1,624,989 +612%
Goldman Sachs
12
Goldman Sachs
New York
$93.7M -$303M -6,769,236 -79%
UBS Group
13
UBS Group
Switzerland
$92.3M -$27.3M -609,959 -26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$87.6M +$17.3M +387,941 +30%
JP Morgan Chase
15
JP Morgan Chase
New York
$87.2M +$11.9M +265,533 +19%
APF
16
Alaska Permanent Fund
Alaska
$81.2M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$79.1M +$12M +269,089 +22%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$78M -$1.8M -40,177 -3%
LPL Financial
19
LPL Financial
California
$72.7M +$2.05M +45,838 +3%
Jane Street
20
Jane Street
New York
$64.2M +$6.88M +153,951 +14%
CM
21
Caption Management
Oklahoma
$57.9M -$671K -15,000 -1%
Toronto Dominion Bank
22
Toronto Dominion Bank
Ontario, Canada
$57.9M -$18.1M -405,600 -27%
Barclays
23
Barclays
United Kingdom
$56.9M -$68.2M -1,524,397 -58%
CS
24
Credit Suisse
Switzerland
$56.8M -$8.4M -187,959 -15%
Bessemer Group
25
Bessemer Group
New Jersey
$44.6M +$37.9M +848,656 +43,521%

KRE Hedge Fund Activity: Q4 2023 in Review

525 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2023, worth a combined $4.48B — up 37% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new KRE positions and 65 closed out — a net gain of 78 holders — while 156 added to existing stakes and 160 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $368M. The largest seller was Goldman Sachs, cutting an estimated $303M.

  • 525 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2023, up from 452 in Q3 2023.
  • Funds reported $4.48B of State Street SPDR S&P Regional Banking ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 143 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2023 and 65 closed out, a net change of +78 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2023 was Morgan Stanley, an estimated $368M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2023 was Goldman Sachs, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2023.