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SPDR S&P 500 ETF Trust

1,208 hedge funds and large institutions have $142B invested in SPDR S&P 500 ETF Trust in 2013 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 475 increasing their positions, 401 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+157
Holders Change %
+14.94%
% of All Funds
35.09%
Holding in Top 10
381
Holding in Top 10 Change
+63
Holding in Top 10 Change %
+19.81%
% of All Funds
11.07%
New
232
Increased
475
Reduced
401
Closed
64
Calls
$55.3B
Puts
$78.5B
Net Calls
-$23.2B
Net Calls Change
+$12.6B
Name Holding Trade Value Shares
Change
Shares
Change %
JAM
676
JCIC Asset Management
Ontario, Canada
$2.85M -$43.4K -235 -2%
IUAM
677
Itau USA Asset Management
New York
$2.82M -$10.3K -56 -0.4%
HS
678
HighVista Strategies
Massachusetts
$2.8M +$2.64M +14,317 +1,676%
KIG
679
Kovitz Investment Group
Illinois
$2.79M -$146K -788 -5%
IH
680
IFC Holdings
Florida
$2.78M +$309K +1,682 +13%
JFGIW
681
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.77M -$338K -1,832 -11%
S
682
SignatureFD
Georgia
$2.74M -$404K -2,187 -13%
SCM
683
Shelton Capital Management
Colorado
$2.74M
BHBT
684
Burke & Herbert Bank & Trust
Virginia
$2.72M +$113K +610 +4%
SAM
685
Silvercrest Asset Management
New York
$2.72M +$39.5K +214 +1%
NSAM
686
North Star Asset Management
Wisconsin
$2.7M +$383K +2,075 +17%
GMA
687
Goldstein Munger & Associates
California
$2.69M +$313K +1,695 +13%
CAM
688
Cacti Asset Management
Georgia
$2.68M
VWM
689
Valley Wealth Managers
New Jersey
$2.65M +$10.7K +58 +0.4%
ST
690
Somerset Trust
Pennsylvania
$2.65M +$2.65M +14,361 New
FAM
691
Fiduciary Asset Management
Missouri
$2.65M +$739K +4,000 +39%
VAM
692
Visionary Asset Management
Texas
$2.63M +$1.05M +5,698 +67%
SCM
693
Stellar Capital Management
Arizona
$2.63M +$2.63M +14,253 New
BCAM
694
Boston Common Asset Management
Massachusetts
$2.62M +$33.3K +180 +1%
MFW
695
Meristem Family Wealth
Minnesota
$2.62M -$64.6K -350 -2%
MWM
696
Merriman Wealth Management
Washington
$2.6M +$2.6M +14,101 New
MWM
697
Modera Wealth Management
New Jersey
$2.59M +$204K +1,102 +9%
HCM
698
Huber Capital Management
California
$2.59M +$2.59M +14,000 New
SI
699
Shaker Investments
Ohio
$2.58M +$2.58M +13,975 New
EVM
700
Eaton Vance Management
Massachusetts
$2.55M +$155K +841 +6%