State Street SPDR S&P 500 ETF Trust
SPY
2,200 hedge funds and large institutions have $166B invested in State Street SPDR S&P 500 ETF Trust in 2018 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 935 increasing their positions, 665 reducing their positions, and 99 closing their positions.
304% more first-time investments, than exits
New positions opened: 400 | Existing positions closed: 99
41% more repeat investments, than reductions
Existing positions increased: 935 | Existing positions reduced: 665
19% more funds holding in top 10
Funds holding in top 10: 583 → 693 (+110)
15% more funds holding
Funds holding: 1,921 → 2,200 (+279)
11.59% more ownership
Funds ownership: 66.77% → 78.37% (+12%)
12% less capital invested
Capital invested by funds: $188B → $166B (-$22.3B)
29% less call options, than puts
Call options by funds: $117B | Put options by funds: $166B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$3.38B |
| 2 |
HCM
Hitchwood Capital Management
New York
|
+$1.99B |
| 3 |
Barclays
London,
United Kingdom
|
+$1.85B |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.82B |
| 5 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$1.49B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.82B |
| 2 |
GCM
Graham Capital Management
Rowayton,
Connecticut
|
-$1.58B |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.43B |
| 4 |
Morgan Stanley
New York
|
-$1.23B |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.04B |
SPY Hedge Fund Activity: Q4 2018 in Review
2,200 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2018, worth a combined $166B — down 12% from $188B a quarter earlier.
Buyers outnumbered sellers: 400 funds opened new SPY positions and 99 closed out — a net gain of 301 holders — while 935 added to existing stakes and 665 trimmed.
The largest buyer was Sculptor Capital, opening a new position worth an estimated $3.38B. The largest seller was JP Morgan Chase, cutting an estimated $6.82B.
- 2,200 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2018, up from 1,921 in Q3 2018.
- Funds reported $166B of State Street SPDR S&P 500 ETF Trust stock for Q4 2018, down 12% quarter-over-quarter.
- 400 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2018 and 99 closed out, a net change of +301 holders.
- The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2018 was Sculptor Capital, an estimated $3.38B added.
- The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2018 was JP Morgan Chase, an estimated $6.82B sold.
Based on aggregated 13F filings for Q4 2018.