State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
555 hedge funds and large institutions have $9.11B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2014 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 182 reducing their positions, and 31 closing their positions.
181% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 31
14% more capital invested
Capital invested by funds: $7.96B → $9.11B (+$1.15B)
11% more funds holding in top 10
Funds holding in top 10: 62 → 69 (+7)
9% more funds holding
Funds holding: 507 → 555 (+48)
3.82% more ownership
Funds ownership: 56.53% → 60.35% (+3.8%)
5% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 182
38% less call options, than puts
Call options by funds: $614M | Put options by funds: $985M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$372M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$201M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$80.8M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$65.9M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$55.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$277M |
| 2 |
CM
Churchill Management
Los Angeles,
California
|
-$106M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$98.7M |
| 4 |
Goldman Sachs
New York
|
-$93.3M |
| 5 |
LPL Financial
San Diego,
California
|
-$39.6M |
MDY Hedge Fund Activity: Q4 2014 in Review
555 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2014, worth a combined $9.11B — up 14% from $7.96B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new MDY positions and 31 closed out — a net gain of 56 holders — while 173 added to existing stakes and 182 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $372M. The largest seller was Deutsche Bank, cutting an estimated $277M.
- 555 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2014, up from 507 in Q3 2014.
- Funds reported $9.11B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2014, up 14% quarter-over-quarter.
- 87 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2014 and 31 closed out, a net change of +56 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2014 was JP Morgan Chase, an estimated $372M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2014 was Deutsche Bank, an estimated $277M sold.
Based on aggregated 13F filings for Q4 2014.