State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
50 hedge funds and large institutions have $193M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.
21% more capital invested
Capital invested by funds: $159M → $193M (+$33.5M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
4.71% more ownership
Funds ownership: 39.8% → 44.51% (+4.7%)
2% more funds holding
Funds holding: 49 → 50 (+1)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$26M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
+$13.8M |
| 3 |
Morgan Stanley
New York
|
+$7.65M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
+$888K |
| 5 |
AIG
American International Group
New York
|
+$663K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Strategy Asset Managers
Pasadena,
California
|
-$4.45M |
| 2 |
State Street
Boston,
Massachusetts
|
-$4.11M |
| 3 |
AssetMark Inc
Concord,
California
|
-$3.38M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$2M |
| 5 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
|
-$1.49M |
SPIB Hedge Fund Activity: Q4 2013 in Review
50 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2013, worth a combined $193M — up 21% from $159M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPIB positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 18 trimmed.
The largest buyer was UBS, adding an estimated $26M. The largest seller was Strategy Asset Managers, exiting entirely with an estimated $4.45M sold.
- 50 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2013, up from 49 in Q3 2013.
- Funds reported $193M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2013, up 21% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2013 and 7 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2013 was UBS, an estimated $26M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2013 was Strategy Asset Managers, an estimated $4.45M sold.
Based on aggregated 13F filings for Q4 2013.