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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
555
Holders Change
+48
Holders Change %
+9.47%
% of All Funds
14.8%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
87
Increased
173
Reduced
182
Closed
31
Calls
$614M
Puts
$985M
Net Calls
-$371M
Net Calls Change
-$311M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$372M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
FIM
Freedom Investment Management
Connecticut
+$80.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.9M
5
MCM
MAI Capital Management
Ohio
+$55.4M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$277M
2
CM
Churchill Management
California
-$106M
3
CS
Credit Suisse
Switzerland
-$98.7M
4
Goldman Sachs
Goldman Sachs
New York
-$93.3M
5
LPL Financial
LPL Financial
California
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
51
Financial Counselors Inc
Kansas
$24.1M -$1.35M -5,280 -5%
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
$23.9M +$1.95M +7,600 +9%
MA
53
MUFG Americas
New York
$23.8M -$1.03M -4,031 -4%
EVM
54
Eaton Vance Management
Massachusetts
$23.5M +$20.5K +80 +0.1%
OC
55
Oppenheimer & Co
New York
$21.6M +$565K +2,208 +3%
WF
56
Welch & Forbes
Massachusetts
$21.3M +$68.4K +267 +0.3%
CWM
57
Confluence Wealth Management
Oregon
$21.1M -$157K -612 -0.8%
TPSF
58
Texas Permanent School Fund
Texas
$20.9M -$1.15M -4,500 -5%
PA
59
Pinnacle Associates
New York
$20M -$82.2K -321 -0.4%
LWM
60
LBA Wealth Management
Florida
$19.9M -$166K -650 -0.9%
FAG
61
Financial Advisory Group
Texas
$19.8M -$145K -565 -0.7%
CIA
62
Choate Investment Advisors
Massachusetts
$19.7M +$4.35M +16,984 +30%
MSA
63
Mason Street Advisors
Wisconsin
$19.6M -$1.08M -4,221 -5%
COPPSERS
64
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.3M -$3.71M -14,506 -17%
CONA
65
Capital One National Association
New York
$19M +$1.44M +5,614 +8%
ONB
66
Old National Bancorp
Indiana
$18.6M -$780K -3,048 -4%
B
67
Baird
Wisconsin
$18.5M -$94K -367 -0.5%
GCM
68
Gladius Capital Management
Illinois
$18.5M – – –
RJFSA
69
Raymond James Financial Services Advisors
Florida
$18.4M -$546K -2,134 -3%
HNB
70
Huntington National Bank
Ohio
$18.2M – – –
AssetMark Inc
71
AssetMark Inc
California
$17.7M +$1.48M +5,781 +9%
PGA
72
Portland Global Advisors
Maine
$17.6M +$109K +425 +0.6%
GC
73
Guggenheim Capital
Illinois
$17.3M -$25.4M -99,200 -60%
HJA
74
Hugh Johnson Advisors
New York
$17M +$348K +1,360 +2%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$16.8M +$4.81M +18,795 +42%
1 2
3
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MDY Hedge Fund Activity: Q4 2014 in Review

555 of the 3,749 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.