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State Street SPDR S&P 500 ETF Trust

1,397 hedge funds and large institutions have $164B invested in State Street SPDR S&P 500 ETF Trust in 2015 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 590 increasing their positions, 531 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 92

11% more repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 531

7.21% more ownership

Funds ownership: 90.56%97.77% (+7.2%)

2% more funds holding in top 10

Funds holding in top 10: 425432 (+7)

1% more funds holding

Funds holding: 1,3801,397 (+17)

4% more capital invested

Capital invested by funds: $157B → $164B (+$6.75B)

39% less call options, than puts

Call options by funds: $62.3B | Put options by funds: $102B

Holders
1,397
Holders Change
+17
Holders Change %
+1.23%
% of All Funds
38.99%
Holding in Top 10
432
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.65%
% of All Funds
12.06%
New
123
Increased
590
Reduced
531
Closed
92
Calls
$62.3B
Puts
$102B
Net Calls
-$40.1B
Net Calls Change
+$12.9B
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
126
Banque Pictet & Cie
Switzerland
$90.1M +$95.4M +470,409 New
CCMH
127
Cornerstone Capital Management Holdings
New York
$89M +$42.3M +208,495 +81%
AA
128
Alesco Advisors
New York
$88.8M -$1.23M -6,064 -1%
MCM
129
Manchester Capital Management
Vermont
$87.9M -$440K -2,170 -0.5%
Asset Management One
130
Asset Management One
Japan
$87.2M +$4.5M +22,200 +5%
Public Sector Pension Investment Board (PSP Investments)
131
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$86.7M -$119M -588,700 -57%
RFS
132
Rockefeller Financial Services
New York
$85.1M +$8.11M +39,961 +10%
AS
133
AIA (Singapore)
Singapore
$85M -$38M -187,116 -30%
ANTB
134
AMG National Trust Bank
Colorado
$83.4M +$7.26M +35,793 +9%
SHGA
135
Sand Hill Global Advisors
California
$83M +$4.74M +23,358 +6%
HNB
136
Huntington National Bank
Ohio
$81.7M
GAM
137
Gould Asset Management
California
$81M +$445K +2,193 +0.5%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$80.5M -$30.4M -150,015 -26%
CM
139
Churchill Management
California
$79.8M -$79.8M -393,394 -49%
CNB
140
City National Bank
California
$79.7M +$669K +3,299 +0.8%
AIG
141
American International Group
New York
$79.7M -$19.1M -93,934 -18%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$78M -$8.72K -43 -0%
RIM
143
Rampart Investment Management
Connecticut
$76.9M -$78.2M -385,532 -49%
BlackRock
144
BlackRock
New York
$76.9M +$21.5M +106,056 +36%
TMNFIC
145
Tokio Marine & Nichido Fire Insurance Company
Japan
$76.7M
BCM
146
BlueCrest Capital Management
Jersey
$76.2M -$15.5M -76,284 -16%
ST
147
Sageworth Trust
Pennsylvania
$75.5M +$12.9M +63,573 +19%
SAS
148
Stelac Advisory Services
New York
$75.4M +$14.6M +72,085 +22%
PP
149
Paloma Partners
Connecticut
$75.3M +$59.6M +293,789 +296%
Chevy Chase Trust
150
Chevy Chase Trust
Maryland
$74.4M +$3.84M +18,922 +5%

SPY Hedge Fund Activity: Q3 2015 in Review

1,397 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2015, worth a combined $164B — up 4.3% from $157B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new SPY positions and 92 closed out — a net gain of 31 holders — while 590 added to existing stakes and 531 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.5B. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 1,397 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2015, up from 1,380 in Q2 2015.
  • Funds reported $164B of State Street SPDR S&P 500 ETF Trust stock for Q3 2015, up 4.3% quarter-over-quarter.
  • 123 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2015 and 92 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2015 was Morgan Stanley, an estimated $10.5B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2015 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q3 2015.