State Street SPDR Portfolio Aggregate Bond ETF
SPAB
37 hedge funds and large institutions have $408M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
4% more capital invested
Capital invested by funds: $393M → $408M (+$15M)
8% less funds holding
Funds holding: 40 → 37 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$16.9M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$2.15M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$730K |
| 4 |
PI
Placemark Investments
Chicago,
Illinois
|
+$666K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.14M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$605K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$540K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$406K |
| 5 |
Goldman Sachs
New York
|
-$390K |
SPAB Hedge Fund Activity: Q3 2014 in Review
37 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q3 2014, worth a combined $408M — up 3.8% from $393M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPAB and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 17 added.
The largest buyer was State Street, adding an estimated $16.9M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.14M sold.
- 37 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q3 2014, down from 40 in Q2 2014.
- Funds reported $408M of State Street SPDR Portfolio Aggregate Bond ETF stock for Q3 2014, up 3.8% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q3 2014 and 5 closed out, a net change of -2 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q3 2014 was State Street, an estimated $16.9M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q3 2014 was JP Morgan Chase, an estimated $1.14M sold.
Based on aggregated 13F filings for Q3 2014.