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State Street SPDR S&P 500 ETF Trust

1,246 hedge funds and large institutions have $150B invested in State Street SPDR S&P 500 ETF Trust in 2014 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 507 increasing their positions, 485 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 53

9% more capital invested

Capital invested by funds: $138B → $150B (+$12.3B)

4% more funds holding in top 10

Funds holding in top 10: 366382 (+16)

3% more funds holding

Funds holding: 1,2121,246 (+34)

5% more repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 485

0.66% less ownership

Funds ownership: 81.6%80.94% (-0.66%)

62% less call options, than puts

Call options by funds: $51.2B | Put options by funds: $136B

Holders
1,246
Holders Change
+34
Holders Change %
+2.81%
% of All Funds
36.15%
Holding in Top 10
382
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+4.37%
% of All Funds
11.08%
New
99
Increased
507
Reduced
485
Closed
53
Calls
$51.2B
Puts
$136B
Net Calls
-$84.5B
Net Calls Change
-$22.9B
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
51
Walleye Trading
New York
$321M +$322M +1,627,055 New
CS
52
Cisco Systems
California
$315M
Stifel Financial
53
Stifel Financial
Missouri
$302M +$11M +55,586 +4%
JC
54
JBF Capital
Colorado
$300M
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$299M +$9.73M +49,218 +3%
LMGAM
56
Liberty Mutual Group Asset Management
Massachusetts
$296M
RMPT
57
Raytheon Master Pension Trust
Massachusetts
$292M +$293M +1,482,658 New
IG
58
ING Group
Netherlands
$290M +$38.5M +194,603 +15%
NLI
59
Nippon Life Insurance
Japan
$283M
HSBC Holdings
60
HSBC Holdings
United Kingdom
$278M +$108M +547,039 +63%
BTS
61
BB&T Securities
Virginia
$270M +$111K +564 +0.4%
PPA
62
Parametric Portfolio Associates
Washington
$267M +$153M +775,910 +134%
AM
63
Appaloosa Management
Florida
$261M -$2M -10,100 -0.8%
USAA
64
United Services Automobile Association
Texas
$260M -$870K -4,400 -0.3%
Franklin Resources
65
Franklin Resources
California
$255M +$24.8M +125,311 +11%
BOS
66
Bingham Osborn & Scarborough
California
$250M +$572K +2,894 +0.2%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$240M -$48.1M -243,402 -17%
KPAG
68
KLS Professional Advisors Group
New York
$238M -$805K -4,074 -0.3%
National Pension Service
69
National Pension Service
South Korea
$231M +$232M +1,171,108 New
CWA
70
Constellation Wealth Advisors
New York
$227M +$75.8M +383,690 +50%
USSCPF
71
United States Steel & Carnegie Pension Fund
New York
$218M -$85.3M -431,700 -28%
CM
72
Churchill Management
California
$217M +$8.82M +44,606 +4%
LCP
73
Longhorn Capital Partners
Texas
$215M -$4.15M -21,000 -2%
CIBC Asset Management
74
CIBC Asset Management
Ontario, Canada
$210M -$28M -141,550 -12%
Canada Life
75
Canada Life
Manitoba, Canada
$207M -$2.3M -11,631 -1%

SPY Hedge Fund Activity: Q3 2014 in Review

1,246 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2014, worth a combined $150B — up 8.9% from $138B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new SPY positions and 53 closed out — a net gain of 46 holders — while 507 added to existing stakes and 485 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.36B. The largest seller was Bank of America, cutting an estimated $2.03B.

  • 1,246 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2014, up from 1,212 in Q2 2014.
  • Funds reported $150B of State Street SPDR S&P 500 ETF Trust stock for Q3 2014, up 8.9% quarter-over-quarter.
  • 99 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2014 and 53 closed out, a net change of +46 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2014 was Goldman Sachs, an estimated $4.36B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2014 was Bank of America, an estimated $2.03B sold.

Based on aggregated 13F filings for Q3 2014.