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State Street SPDR S&P 500 ETF Trust

1,378 hedge funds and large institutions have $142B invested in State Street SPDR S&P 500 ETF Trust in 2015 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 564 increasing their positions, 576 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 564 | Existing positions reduced: 576

2.41% less ownership

Funds ownership: 77.28%74.86% (-2.4%)

4% less funds holding

Funds holding: 1,4391,378 (-61)

6% less funds holding in top 10

Funds holding in top 10: 452427 (-25)

18% less capital invested

Capital invested by funds: $173B → $142B (-$30.9B)

33% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 145

49% less call options, than puts

Call options by funds: $54B | Put options by funds: $107B

Holders
1,378
Holders Change
-61
Holders Change %
-4.24%
% of All Funds
36.73%
Holding in Top 10
427
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-5.53%
% of All Funds
11.38%
New
97
Increased
564
Reduced
576
Closed
145
Calls
$54B
Puts
$107B
Net Calls
-$52.9B
Net Calls Change
+$224M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$22.8B +$2.05B +9,944,218 +10%
Goldman Sachs
2
Goldman Sachs
New York
$11B -$82.3M -398,605 -0.7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.98B +$1.58B +7,643,711 +29%
Morgan Stanley
4
Morgan Stanley
New York
$6.89B -$2.37B -11,500,534 -26%
Citigroup
5
Citigroup
New York
$5.53B +$865M +4,191,077 +19%
UBS Group
6
UBS Group
Switzerland
$4.85B +$629M +3,046,460 +15%
Bank of America
7
Bank of America
North Carolina
$4.73B -$978M -4,737,509 -17%
Barclays
8
Barclays
United Kingdom
$4.38B -$5.08B -24,623,290 -54%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$4.16B +$1.42B +6,882,531 +52%
Wells Fargo
10
Wells Fargo
California
$3.86B -$1.01B -4,877,875 -21%
BA
11
Bridgewater Associates
Connecticut
$3.39B +$217M +1,049,300 +7%
Nomura Holdings
12
Nomura Holdings
Japan
$2.34B +$95.9M +464,680 +4%
AllianceBernstein
13
AllianceBernstein
Tennessee
$2.26B +$182M +880,996 +9%
CS
14
Credit Suisse
Switzerland
$2.06B -$1.16B -5,627,643 -36%
N
15
Natixis
France
$2B -$434M -2,100,687 -18%
Northern Trust
16
Northern Trust
Illinois
$1.65B +$113M +545,393 +7%
State Street
17
State Street
Massachusetts
$1.59B -$175M -846,049 -10%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.55B +$7.49M +36,291 +0.5%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.25B -$71.3M -345,591 -5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.1B -$193M -933,116 -15%
Allianz Asset Management
21
Allianz Asset Management
Germany
$1.09B -$2.51M -12,164 -0.2%
US Bancorp
22
US Bancorp
Minnesota
$980M +$12.2M +59,286 +1%
NB
23
Norinchukin Bank
Japan
$936M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$908M -$1.26B -6,081,372 -58%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$908M -$764M -3,703,246 -46%

SPY Hedge Fund Activity: Q1 2015 in Review

1,378 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q1 2015, worth a combined $142B — down 18% from $173B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of SPY and 97 opened new positions — a net loss of 48 holders — while 576 trimmed existing stakes and 564 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.05B. The largest seller was Barclays, cutting an estimated $5.08B.

  • 1,378 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q1 2015, down from 1,439 in Q4 2014.
  • Funds reported $142B of State Street SPDR S&P 500 ETF Trust stock for Q1 2015, down 18% quarter-over-quarter.
  • 97 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q1 2015 and 145 closed out, a net change of -48 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q1 2015 was JP Morgan Chase, an estimated $2.05B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q1 2015 was Barclays, an estimated $5.08B sold.

Based on aggregated 13F filings for Q1 2015.