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State Street SPDR S&P MIDCAP 400 ETF Trust

593 hedge funds and large institutions have $8.73B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2016 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 182 increasing their positions, 247 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $858M | Put options by funds: $591M

6% more funds holding in top 10

Funds holding in top 10: 8186 (+5)

1% less capital invested

Capital invested by funds: $8.85B → $8.73B (-$117M)

2% less funds holding

Funds holding: 604593 (-11)

2.12% less ownership

Funds ownership: 59.35%57.23% (-2.1%)

10% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 49

26% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 247

Holders
593
Holders Change
-11
Holders Change %
-1.82%
% of All Funds
15.8%
Holding in Top 10
86
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.17%
% of All Funds
2.29%
New
44
Increased
182
Reduced
247
Closed
49
Calls
$858M
Puts
$591M
Net Calls
+$267M
Net Calls Change
+$99.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
601
Guggenheim Capital
Illinois
-$3.89M -15,300 Closed
CCS
602
Crosspoint Capital Strategies
California
-$3.19M -12,073 Closed
VF
603
Virtu Financial
New York
-$2.53M -9,973 Closed
CM
604
Churchill Management
California
-$2.33M -9,189 Closed
BCM
605
Bluefin Capital Management
New York
-$1.51M -5,950 Closed
ROTUOC
606
Regents of the University of California
California
-$1.42M -5,600 Closed
SSG
607
Summit Securities Group
New York
-$1.27M -5,000 Closed
NIMC
608
NWQ Investment Management Company
California
-$1.25M -4,907 Closed
MAM
609
Mastrapasqua Asset Management
Tennessee
-$1.08M -4,250 Closed
LCOV
610
London Company of Virginia
Virginia
-$994K -3,913 Closed
CIM
611
Contravisory Investment Management
Massachusetts
-$611K -2,407 Closed
Jennison Associates
612
Jennison Associates
New York
-$549K -2,160 Closed
NEIRG
613
New England Investment & Retirement Group
Massachusetts
-$474K -1,865 Closed
Verition Fund Management
614
Verition Fund Management
Connecticut
-$446K -1,756 Closed
RO
615
Reservoir Operations
New York
-$374K -1,472 Closed
Kayne Anderson Rudnick Investment Management
616
Kayne Anderson Rudnick Investment Management
California
-$360K -1,417 Closed
BCP
617
Berkeley Capital Partners
Georgia
-$308K -1,210 Closed
BSW
618
Buckingham Strategic Wealth
Missouri
-$307K -1,209 Closed
SIM
619
Strategic Investment Management
Virginia
-$299K -1,177 Closed
CW
620
Cabot-Wellington
Massachusetts
-$293K -1,153 Closed
SCM
621
Silver Capital Management
New York
-$285K -1,120 Closed
AAM
622
Aston Asset Management
Illinois
-$280K -1,102 Closed
FC
623
Fairpointe Capital
Illinois
-$280K -1,102 Closed
SLG
624
Stanley-Laman Group
Pennsylvania
-$241K -949 Closed
HA
625
Hays Advisory
Tennessee
-$238K -935 Closed

MDY Hedge Fund Activity: Q1 2016 in Review

593 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2016, worth a combined $8.73B — down 1.3% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MDY and 44 opened new positions — a net loss of 5 holders — while 247 trimmed existing stakes and 182 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $226M. The largest seller was LPL Financial, cutting an estimated $262M.

  • 593 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2016, down from 604 in Q4 2015.
  • Funds reported $8.73B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2016, down 1.3% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2016 and 49 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2016 was BNP Paribas Financial Markets, an estimated $226M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2016 was LPL Financial, an estimated $262M sold.

Based on aggregated 13F filings for Q1 2016.