State Street SPDR S&P 500 ETF Trust
SPY
1,654 hedge funds and large institutions have $161B invested in State Street 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, 540 reducing their positions, and 89 closing their positions.
180% more first-time investments, than exits
New positions opened: 249 | Existing positions closed: 89
29% more repeat investments, than reductions
Existing positions increased: 698 | Existing positions reduced: 540
13% more funds holding in top 10
Funds holding in top 10: 470 → 530 (+60)
9% more funds holding
Funds holding: 1,523 → 1,654 (+131)
6% more capital invested
Capital invested by funds: $152B → $161B (+$9.35B)
7.27% less ownership
Funds ownership: 79.64% → 72.37% (-7.3%)
42% less call options, than puts
Call options by funds: $68.8B | Put options by funds: $118B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.09B |
| 2 |
PC
Passport Capital
San Francisco,
California
|
+$1.87B |
| 3 |
MSU
Mizuho Securities USA
New York
|
+$1.36B |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$1.32B |
| 5 |
CWM
CIBC World Markets
New York
|
+$1.2B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATIA
American Trust Investment Advisors
Lebanon,
New Hampshire
|
-$3.73B |
| 2 |
Morgan Stanley
New York
|
-$2.46B |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$2.2B |
| 4 |
Citigroup
New York
|
-$2.14B |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.55B |
SPY Hedge Fund Activity: Q4 2016 in Review
1,654 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2016, worth a combined $161B — up 6.2% from $152B a quarter earlier.
Buyers outnumbered sellers: 249 funds opened new SPY positions and 89 closed out — a net gain of 160 holders — while 698 added to existing stakes and 540 trimmed.
The largest buyer was Bank of America, adding an estimated $2.09B. The largest seller was American Trust Investment Advisors, cutting an estimated $3.73B.
- 1,654 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2016, up from 1,523 in Q3 2016.
- Funds reported $161B of State Street SPDR S&P 500 ETF Trust stock for Q4 2016, up 6.2% quarter-over-quarter.
- 249 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2016 and 89 closed out, a net change of +160 holders.
- The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2016 was Bank of America, an estimated $2.09B added.
- The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2016 was American Trust Investment Advisors, an estimated $3.73B sold.
Based on aggregated 13F filings for Q4 2016.