State Street SPDR S&P 500 ETF Trust
SPY
1,654 hedge funds and large institutions have $161B invested in State Street SPDR S&P 500 ETF Trust in 2016 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 701 increasing their positions, 537 reducing their positions, and 90 closing their positions.
177% more first-time investments, than exits
New positions opened: 249 | Existing positions closed: 90
31% more repeat investments, than reductions
Existing positions increased: 701 | Existing positions reduced: 537
12% more funds holding in top 10
Funds holding in top 10: 472 → 529 (+57)
8% more funds holding
Funds holding: 1,525 → 1,654 (+129)
6% more capital invested
Capital invested by funds: $153B → $161B (+$8.47B)
5.36% less ownership
Funds ownership: 77.68% → 72.32% (-5.4%)
42% less call options, than puts
Call options by funds: $68.8B | Put options by funds: $118B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.09B |
| 2 |
PC
Passport Capital
San Francisco,
California
|
+$1.87B |
| 3 |
MSU
Mizuho Securities USA
New York
|
+$1.36B |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$1.32B |
| 5 |
CWM
CIBC World Markets
New York
|
+$1.2B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.46B |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$2.2B |
| 3 |
Citigroup
New York
|
-$2.14B |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.55B |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.44B |
SPY Hedge Fund Activity: Q4 2016 in Review
1,654 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ETF Trust (SPY) for Q4 2016, worth a combined $161B — up 5.5% from $153B a quarter earlier.
Buyers outnumbered sellers: 249 funds opened new SPY positions and 90 closed out — a net gain of 159 holders — while 701 added to existing stakes and 537 trimmed.
The largest buyer was Bank of America, adding an estimated $2.09B. The largest seller was Morgan Stanley, cutting an estimated $2.46B.
- 1,654 institutional investors held State Street SPDR S&P 500 ETF Trust (SPY) as of Q4 2016, up from 1,525 in Q3 2016.
- Funds reported $161B of State Street SPDR S&P 500 ETF Trust stock for Q4 2016, up 5.5% quarter-over-quarter.
- 249 funds opened new State Street SPDR S&P 500 ETF Trust positions in Q4 2016 and 90 closed out, a net change of +159 holders.
- The largest State Street SPDR S&P 500 ETF Trust buyer in Q4 2016 was Bank of America, an estimated $2.09B added.
- The largest State Street SPDR S&P 500 ETF Trust seller in Q4 2016 was Morgan Stanley, an estimated $2.46B sold.
Based on aggregated 13F filings for Q4 2016.