State Street SPDR S&P MIDCAP 400 ETF Trust
684 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2016 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 206 increasing their positions, 226 reducing their positions, and 33 closing their positions.
236% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 33
35% more call options, than puts
Call options by funds: $801M | Put options by funds: $593M
24% more funds holding in top 10
Funds holding in top 10: 89 → 110 (+21)
14% more capital invested
Capital invested by funds: $9.5B → $10.9B (+$1.37B)
11% more funds holding
Funds holding: 614 → 684 (+70)
3.11% more ownership
Funds ownership: 54.82% → 57.93% (+3.1%)
9% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 226
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$224M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$103M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$69.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$65.6M |
| 5 |
Morgan Stanley
New York
|
+$62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$150M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$139M |
| 3 |
SG Americas Securities
New York
|
-$60.8M |
| 4 |
Citigroup
New York
|
-$51.2M |
| 5 |
KPAG
KLS Professional Advisors Group
New York
|
-$40.6M |
MDY Hedge Fund Activity: Q4 2016 in Review
684 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2016, worth a combined $10.9B — up 14% from $9.5B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new MDY positions and 33 closed out — a net gain of 78 holders — while 206 added to existing stakes and 226 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $224M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $150M.
- 684 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2016, up from 614 in Q3 2016.
- Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2016, up 14% quarter-over-quarter.
- 111 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2016 and 33 closed out, a net change of +78 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2016 was Freedom Investment Management, an estimated $224M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2016 was BNP Paribas Financial Markets, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2016.