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State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$35.7M +$190K +565 +0.5%
GFPC
52
Global Financial Private Capital
Florida
$35.2M -$20.6M -61,354 -38%
PGA
53
Portland Global Advisors
Maine
$35.1M -$123K -367 -0.4%
LA
54
Legacy Advisors
Pennsylvania
$34.8M +$16.7M +49,761 +97%
PA
55
Pinnacle Associates
New York
$34.2M +$364K +1,083 +1%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$33.4M -$3.94M -11,719 -11%
CFG
57
Citizens Financial Group
Rhode Island
$32.8M -$1.47M -4,357 -4%
FAG
58
Financial Advisory Group
Texas
$32.2M +$773K +2,297 +3%
HIMC
59
Heritage Investors Management Corp
Maryland
$32M -$591K -1,756 -2%
EVM
60
Eaton Vance Management
Massachusetts
$30.8M +$1.64M +4,865 +6%
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$30.7M -$224K -665 -0.7%
CCP
62
Corient Capital Partners
California
$29.9M +$1.56M +4,633 +6%
JP Morgan Chase
63
JP Morgan Chase
New York
$28.9M +$5.23M +15,544 +23%
MA
64
MCF Advisors
Kentucky
$28.3M +$773K +2,297 +3%
CS
65
Credit Suisse
Switzerland
$28M +$13.4M +39,909 +97%
PPA
66
Parametric Portfolio Associates
Washington
$28M -$3.04M -9,036 -10%
SFP
67
Shepherd Financial Partners
Massachusetts
$27.7M -$515K -1,532 -2%
CA
68
Cumberland Advisors
Florida
$27.6M +$1.23M +3,665 +5%
FHB
69
First Hawaiian Bank
Hawaii
$27.6M +$88.5K +263 +0.3%
CDH
70
Charles D. Hyman
$27.2M +$580K +1,723 +2%
HC
71
Henshaw Capital
Massachusetts
$26M
AIM
72
Astor Investment Management
Illinois
$25.7M -$26.2M -77,752 -51%
SIAS
73
Shine Investment Advisory Services
Colorado
$24.9M +$255K +758 +1%
WT
74
Washington Trust
Rhode Island
$24.8M -$550K -1,635 -2%
SMC
75
Smith, Moore & Co
Missouri
$24M +$131K +388 +0.6%

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.