State Street SPDR S&P MIDCAP 400 ETF Trust
521 hedge funds and large institutions have $9.4B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 196 reducing their positions, and 30 closing their positions.
70% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 30
4% more funds holding
Funds holding: 501 → 521 (+20)
1% more funds holding in top 10
Funds holding in top 10: 73 → 74 (+1)
3% less capital invested
Capital invested by funds: $9.7B → $9.4B (-$305M)
3.61% less ownership
Funds ownership: 61.97% → 58.37% (-3.6%)
15% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 196
32% less call options, than puts
Call options by funds: $603M | Put options by funds: $893M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$268M |
| 2 |
Jane Street
New York
|
+$149M |
| 3 |
JP Morgan Chase
New York
|
+$111M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$23.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$452M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$233M |
| 3 |
SG Americas Securities
New York
|
-$65.8M |
| 4 |
LPL Financial
San Diego,
California
|
-$56.1M |
| 5 |
CM
Churchill Management
Los Angeles,
California
|
-$55.3M |
MDY Hedge Fund Activity: Q1 2014 in Review
521 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2014, worth a combined $9.4B — down 3.1% from $9.7B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new MDY positions and 30 closed out — a net gain of 21 holders — while 167 added to existing stakes and 196 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $268M. The largest seller was Goldman Sachs, cutting an estimated $452M.
- 521 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2014, up from 501 in Q4 2013.
- Funds reported $9.4B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2014, down 3.1% quarter-over-quarter.
- 51 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2014 and 30 closed out, a net change of +21 holders.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2014 was Morgan Stanley, an estimated $268M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2014 was Goldman Sachs, an estimated $452M sold.
Based on aggregated 13F filings for Q1 2014.