State Street SPDR S&P 500 ETF Trust
SPY
1,523 hedge funds and large institutions have $152B invested in State Street SPDR S&P 500 ETF Trust in 2016 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 581 increasing their positions, 639 reducing their positions, and 70 closing their positions.
61% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 70
7% more capital invested
Capital invested by funds: $143B → $152B (+$9.32B)
2.76% more ownership
Funds ownership: 76.88% → 79.64% (+2.8%)
2% more funds holding
Funds holding: 1,496 → 1,523 (+27)
1% more funds holding in top 10
Funds holding in top 10: 464 → 470 (+6)
9% less repeat investments, than reductions
Existing positions increased: 581 | Existing positions reduced: 639
46% less call options, than puts
Call options by funds: $78.5B | Put options by funds: $146B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$4B |
| 2 |
ATIA
American Trust Investment Advisors
Lebanon,
New Hampshire
|
+$3.69B |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.28B |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$2.12B |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$1.27B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$2.73B |
| 2 |
SG Americas Securities
New York
|
-$1.75B |
| 3 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$864M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$829M |
| 5 |
Morgan Stanley
New York
|
-$791M |
SPY Hedge Fund Activity: Q3 2016 in Review
1,523 of the 3,748 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 $152B — up 6.5% from $143B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new SPY positions and 70 closed out — a net gain of 43 holders — while 581 added to existing stakes and 639 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $4B. The largest seller was Citigroup, cutting an estimated $2.73B.
- 1,523 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q3 2016, up from 1,496 in Q2 2016.
- Funds reported $152B of State Street SPDR S&P 500 ETF Trust stock for Q3 2016, up 6.5% quarter-over-quarter.
- 113 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q3 2016 and 70 closed out, a net change of +43 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.