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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

1,650 hedge funds and large institutions have $161B invested in SPDR S&P 500 ETF Trust in 2016 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 698 increasing their positions, 537 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+131
Holders Change %
+8.62%
% of All Funds
41.31%
Holding in Top 10
529
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+13.28%
% of All Funds
13.24%
New
249
Increased
698
Reduced
537
Closed
89
Calls
$68.8B
Puts
$118B
Net Calls
-$49.4B
Net Calls Change
+$18.2B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.14B
2
PC
Passport Capital
California
+$1.92B
3
MSU
Mizuho Securities USA
New York
+$1.39B
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$1.35B
5
CWM
CIBC World Markets
New York
+$1.23B

Top Sellers

1
ATIA
American Trust Investment Advisors
New Hampshire
-$3.82B
2
Morgan Stanley
Morgan Stanley
New York
-$2.51B
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$2.2B
4
Citigroup
Citigroup
New York
-$2.19B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
826
Regis Management Company
California
$3.47M -$44.7K -200 -1%
FSA
827
Franklin Street Advisors
North Carolina
$3.45M +$1.11M +4,960 +47%
AMM
828
American Money Management
California
$3.45M -$4.47K -20 -0.1%
VC
829
Vicus Capital
Pennsylvania
$3.41M +$190K +848 +6%
CSIC
830
Clifford Swan Investment Counsel
California
$3.38M +$647K +2,894 +24%
VVP
831
Vulcan Value Partners
Alabama
$3.38M +$3.38M +15,126 New
CFC
832
Coyle Financial Counsel
Illinois
$3.37M -$296K -1,465 -8%
FBA
833
Front Barnett Associates
Illinois
$3.37M +$101K +451 +3%
IC
834
Inverness Counsel
New York
$3.37M -$2.33M – –
HM
835
Harvest Management
New York
$3.35M +$1.12M +5,000 +50%
YU
836
Yale University
Connecticut
$3.35M +$3.35M +15,000 New
MWM
837
Mission Wealth Management
California
$3.34M +$367K +1,642 +12%
HCIA
838
Hochman Cole Investment Advisors
Illinois
$3.3M +$312K +1,397 +10%
DWM
839
Dakota Wealth Management
Florida
$3.29M -$188K -839 -5%
FTS
840
Fifth Third Securities
Ohio
$3.26M +$785K +3,494 +32%
BAM
841
Barrett Asset Management
New York
$3.23M +$104K +465 +3%
PIM
842
Penobscot Investment Management
Massachusetts
$3.23M -$11.2K -50 -0.3%
FHAM
843
Folger Hill Asset Management
New York
$3.2M -$2.69M -12,021 -46%
BIC
844
Beach Investment Counsel
Pennsylvania
$3.2M – – –
CWA
845
Cypress Wealth Advisors
California
$3.19M +$325K +1,456 +11%
BFM
846
Boston Financial Management
Massachusetts
$3.17M -$353K -1,579 -10%
IWA
847
IBEX Wealth Advisors
New Jersey
$3.17M +$2.96M +13,055 +1,411%
SBH
848
Segall Bryant & Hamill
Illinois
$3.16M +$68.4K +306 +2%
MIM
849
Macroview Investment Management
Maryland
$3.15M -$81.4K -364 -3%
WA
850
Waverly Advisors
Alabama
$3.14M +$326K +1,459 +12%
32 33
34
35 36