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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

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

Top Buyers

1
Barclays
Barclays
United Kingdom
$8.26B
2
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$5.13B
3
U
UBS
Switzerland
$3.15B
4
CA
Commerzbank Aktiengesellschaft
Germany
$2.84B
5
AM
Appaloosa Management
Florida
$2.1B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.55B
2
CS
Credit Suisse
Switzerland
$1.17B
3
Morgan Stanley
Morgan Stanley
New York
$9.52B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.1B
5
GWM
Greenwich Wealth Management
Connecticut
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
1026
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$422K -$486K -2,635,178 -54%
OCG
1027
Opus Capital Group
Ohio
$421K +$421K +2,280 New
BHIA
1028
Birch Hill Investment Advisors
Massachusetts
$420K +$14.8K +80 +4%
SNT
1029
Security National Trust
West Virginia
$418K – – –
LWM
1030
Lenox Wealth Management
Ohio
$417K +$417K +2,257 New
PFM
1031
Parsec Financial Management
North Carolina
$410K +$55.2K +299 +16%
SI
1032
Sprott Inc
Ontario, Canada
$406K -$18.5K -100 -4%
SNBOSD
1033
Security National Bank of So Dak
Iowa
$406K – – –
CCM
1034
Coe Capital Management
Illinois
$406K +$406K +2,200 New
AB
1035
AT Bancorp
Iowa
$397K -$295K -1,600 -43%
LYV
1036
Live Your Vision
Pennsylvania
$394K +$394K +2,135 New
CT
1037
Cambridge Trust
Massachusetts
$392K -$18.5K -100 -4%
LC
1038
Lakeshore Capital
Alabama
$391K +$65.5K +355 +20%
FWP
1039
FAS Wealth Partners
Kansas
$388K +$388K +2,099 New
ESBC
1040
E.S. Barr & Co
Kentucky
$386K +$157K +850 +69%
IIA
1041
IPG Investment Advisors
California
$380K +$380K +2,058 New
MIP
1042
Marietta Investment Partners
Wisconsin
$378K -$25.1K -136 -6%
DG
1043
Davidson & Garrard
Virginia
$374K -$3.69K -20 -1%
SCM
1044
Schnieders Capital Management
California
$373K +$373K +2,018 New
AI
1045
ArchPoint Investors
Florida
$369K – – –
PAA
1046
Peregrine Asset Advisers
Oregon
$366K – – –
SAM
1047
SignalPoint Asset Management
Missouri
$365K +$108K +584 +42%
VRS
1048
Virginia Retirement Systems
Virginia
$364K +$364K +1,969 New
WAM
1049
Weatherly Asset Management
California
$362K +$185 +1 +0.1%
RHBC
1050
R.H. Bluestein & Co
Michigan
$361K -$1.68M -9,085 -82%
40 41
42
43 44