State Street SPDR S&P MIDCAP 400 ETF Trust
846 hedge funds and large institutions have $9.84B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 231 increasing their positions, 321 reducing their positions, and 82 closing their positions.
65% more call options, than puts
Call options by funds: $538M | Put options by funds: $325M
22% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 82
1% more funds holding
Funds holding: 837 → 846 (+9)
1% more funds holding in top 10
Funds holding in top 10: 102 → 103 (+1)
0.49% less ownership
Funds ownership: 59.89% → 59.39% (-0.49%)
19% less capital invested
Capital invested by funds: $12.1B → $9.84B (-$2.28B)
28% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 321
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$155M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$135M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$93.6M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$59.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$525M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$249M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$122M |
| 4 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
-$75.1M |
| 5 |
N
Natixis
Paris,
France
|
-$66.6M |
MDY Hedge Fund Activity: Q4 2018 in Review
846 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2018, worth a combined $9.84B — down 19% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new MDY positions and 82 closed out — a net gain of 18 holders — while 231 added to existing stakes and 321 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $155M. The largest seller was Cornerstone Wealth Management, cutting an estimated $525M.
- 846 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2018, up from 837 in Q3 2018.
- Funds reported $9.84B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2018, down 19% quarter-over-quarter.
- 100 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2018 and 82 closed out, a net change of +18 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2018 was Freedom Investment Management, an estimated $155M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2018 was Cornerstone Wealth Management, an estimated $525M sold.
Based on aggregated 13F filings for Q4 2018.