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State Street SPDR S&P 500 ETF Trust

1,525 hedge funds and large institutions have $153B invested in State Street SPDR S&P 500 ETF Trust in 2016 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 581 increasing their positions, 641 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 70

6% more capital invested

Capital invested by funds: $143B → $153B (+$9.31B)

2% more funds holding

Funds holding: 1,4991,525 (+26)

1% more funds holding in top 10

Funds holding in top 10: 466472 (+6)

0.8% more ownership

Funds ownership: 76.89%77.68% (+0.8%)

9% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 641

46% less call options, than puts

Call options by funds: $78.5B | Put options by funds: $144B

Holders
1,525
Holders Change
+26
Holders Change %
+1.73%
% of All Funds
40.57%
Holding in Top 10
472
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.29%
% of All Funds
12.56%
New
112
Increased
581
Reduced
641
Closed
70
Calls
$78.5B
Puts
$144B
Net Calls
-$65.7B
Net Calls Change
-$17.4B

SPY Hedge Fund Activity: Q3 2016 in Review

1,525 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q3 2016, worth a combined $153B — up 6.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SPY positions and 70 closed out — a net gain of 42 holders — while 581 added to existing stakes and 641 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4B. The largest seller was Citigroup, cutting an estimated $2.73B.

  • 1,525 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2016, up from 1,499 in Q2 2016.
  • Funds reported $153B of State Street SPDR S&P 500 ETF Trust stock for Q3 2016, up 6.5% quarter-over-quarter.
  • 112 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2016 and 70 closed out, a net change of +42 holders.
  • The largest State Street SPDR S&P 500 ETF Trust buyer in Q3 2016 was JP Morgan Chase, an estimated $4B added.
  • The largest State Street SPDR S&P 500 ETF Trust seller in Q3 2016 was Citigroup, an estimated $2.73B sold.

Based on aggregated 13F filings for Q3 2016.