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State Street SPDR S&P 500 ETF Trust

1,545 hedge funds and large institutions have $156B invested in State Street SPDR S&P 500 ETF Trust in 2015 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 646 increasing their positions, 492 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 246 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 492

11% more funds holding

Funds holding: 1,3961,545 (+149)

9% more funds holding in top 10

Funds holding in top 10: 431468 (+37)

5% less capital invested

Capital invested by funds: $164B → $156B (-$8.34B)

16.27% less ownership

Funds ownership: 97.77%81.5% (-16%)

37% less call options, than puts

Call options by funds: $62.4B | Put options by funds: $98.8B

Holders
1,545
Holders Change
+149
Holders Change %
+10.67%
% of All Funds
40.53%
Holding in Top 10
468
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+8.58%
% of All Funds
12.28%
New
246
Increased
646
Reduced
492
Closed
80
Calls
$62.4B
Puts
$98.8B
Net Calls
-$36.4B
Net Calls Change
+$3.7B
Name Holding Trade Value Shares
Change
Change in
Stake
MJRIC
1551
Mogy Joel R Investment Counsel
California
$695 -$630K -3,069 -90%
RWM
1552
RKL Wealth Management
Pennsylvania
$337 +$26.7K +130 +9%
Two Sigma Investments
1553
Two Sigma Investments
New York
-$445M -2,165,431 Closed
Walleye Trading
1554
Walleye Trading
New York
-$322M -1,569,847 Closed
MB
1555
MUFG Bank
Japan
-$192M -1,000,000 Closed
AH
1556
Achievement Holdings
Illinois
-$141M -737,300 Closed
Canada Pension Plan Investment Board
1557
Canada Pension Plan Investment Board
Ontario, Canada
-$111M -580,000 Closed
DILH
1558
Dai-ichi Life Holdings
Japan
-$66.8M -348,647 Closed
PRCM
1559
Pine River Capital Management
Minnesota
-$66.6M -324,165 Closed
AF
1560
Ally Financial
Michigan
-$51.7M -270,000 Closed
GLI
1561
Guardian Life Insurance
New York
-$50M -260,962 Closed
CSMF
1562
Charles Stewart Mott Foundation
Michigan
-$46.3M -241,650 Closed
SCM
1563
Sandler Capital Management
New York
-$44M -229,400 Closed
LC
1564
Loews Corp
New York
-$42.2M -220,000 Closed
MB
1565
Mizuho Bank
Japan
-$38.3M -200,000 Closed
Select Equity Group
1566
Select Equity Group
New York
-$34.5M -180,294 Closed
MC
1567
Maplelane Capital
New York
-$33.9M -165,000 -100%
COC
1568
Commonwealth Opportunity Capital
California
-$30.3M -158,203 Closed
DM
1569
Diker Management
New York
-$24M -125,000 Closed
VIA
1570
Virtus Investment Advisers
Connecticut
-$23.7M -123,500 Closed
WAM
1571
Wolverine Asset Management
Illinois
-$25.1M -122,299 Closed
CI Investments Inc
1572
CI Investments Inc
Ontario, Canada
-$23M -120,000 Closed
CWM
1573
CIBC World Markets
New York
-$20.6M -100,239 Closed
AIM
1574
Assured Investment Management
New York
-$20.5M -100,000 Closed
B
1575
Bailard
California
-$13.6M -70,724 Closed

SPY Hedge Fund Activity: Q4 2015 in Review

1,545 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2015, worth a combined $156B — down 5.1% from $164B a quarter earlier.

Buyers outnumbered sellers: 246 funds opened new SPY positions and 80 closed out — a net gain of 166 holders — while 646 added to existing stakes and 492 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.53B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $7.97B.

  • 1,545 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2015, up from 1,396 in Q3 2015.
  • Funds reported $156B of State Street SPDR S&P 500 ETF Trust stock for Q4 2015, down 5.1% quarter-over-quarter.
  • 246 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2015 and 80 closed out, a net change of +166 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2015 was Wells Fargo, an estimated $1.53B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2015 was BNP Paribas Financial Markets, an estimated $7.97B sold.

Based on aggregated 13F filings for Q4 2015.