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State Street SPDR S&P 500 ETF Trust
SPY

1,024 hedge funds and large institutions have $112B invested in State Street SPDR S&P 500 ETF Trust in 2013 Q2 according to their latest regulatory filings, with 1,024 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

83.96% more ownership

Funds ownership: 0% → 83.96% (+84%)

32% less call options, than puts

Call options by funds: $59.1B | Put options by funds: $87.6B

Holders
1,024
Holders Change
+1,024
Holders Change %
–
% of All Funds
33.42%
Holding in Top 10
322
Holding in Top 10 Change
+322
Holding in Top 10 Change %
% of All Funds
10.51%
New
1,024
Increased
–
Reduced
–
Closed
–
Calls
$59.1B
Puts
$87.6B
Net Calls
-$28.4B
Net Calls Change
-$28.4B

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
801
Regal Investment Advisors
Michigan
$690K +$690K +4,285 New
CC
802
Cadinha & Co
Hawaii
$687K +$690K +4,285 New
OA
803
Oxbow Advisors
Texas
$684K +$687K +4,265 New
FWCM
804
Ferguson Wellman Capital Management
Oregon
$680K +$683K +4,240 New
OA
805
OFI Advisors
Pennsylvania
$678K +$681K +4,226 New
SHWM
806
Smith & Howard Wealth Management
Georgia
$676K +$678K +4,211 New
BA
807
BlackRock Advisors
Delaware
$671K +$674K +4,185 New
PIM
808
Penobscot Investment Management
Massachusetts
$664K +$667K +4,139 New
LW
809
Linscomb Wealth
Texas
$659K +$662K +4,108 New
OTF
810
Opus Trading Fund
New York
$658K +$660K +4,100 New
ACP
811
Aviance Capital Partners
Florida
$653K +$656K +4,070 New
LC
812
Lilley & Co
Michigan
$653K +$656K +4,071 New
LIC
813
Lodestar Investment Counsel
Illinois
$652K +$655K +4,065 New
BCM
814
BTR Capital Management
California
$651K +$654K +4,060 New
AT
815
Arden Trust
Delaware
$649K +$652K +4,046 New
HC
816
Hourglass Capital
Texas
$647K +$650K +4,033 New
DIS
817
Diversified Investment Strategies
Louisiana
$644K +$646K +4,013 New
HCMT
818
Highland Capital Management (Texas)
Texas
$642K +$644K +4,000 New
CCG
819
Chatham Capital Group
Georgia
$641K +$644K +3,996 New
RG
820
Renaissance Group
Kentucky
$634K +$636K +3,951 New
RIL
821
Rothschild Investment LLC
Illinois
$634K +$636K +3,951 New
TCOV
822
Trust Company of Vermont
Vermont
$628K +$630K +3,914 New
OC
823
Oarsman Capital
Wisconsin
$620K +$623K +3,867 New
NI
824
Numeric Investors
Massachusetts
$619K +$622K +3,860 New
OWP
825
Obermeyer Wealth Partners
Colorado
$610K +$612K +3,800 New
31 32
33
34 35

SPY Hedge Fund Activity: Q2 2013 in Review

1,024 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q2 2013, worth a combined $112B.

Buyers outnumbered sellers: 1,024 funds opened new SPY positions and 0 closed out — a net gain of 1,024 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,024 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $112B of State Street SPDR S&P 500 ETF Trust stock for Q2 2013.
  • 1,024 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q2 2013 and 0 closed out, a net change of +1,024 holders.

Based on aggregated 13F filings for Q2 2013.