State Street SPDR Portfolio S&P 500 ETF
SPYM
8 hedge funds and large institutions have $21.7M invested in State Street SPDR Portfolio S&P 500 ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
10% more capital invested
Capital invested by funds: $19.8M → $21.7M (+$1.91M)
0.62% more ownership
Funds ownership: 199.7% → 200.32% (+0.62%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.62M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$252K |
| 3 |
Morgan Stanley
New York
|
+$172K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$71.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$922K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$910K |
| 3 |
ODCM
Old Dominion Capital Management
Charlottesville,
Virginia
|
-$144K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$30K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ODCM
1
Old Dominion Capital Management
Charlottesville,
Virginia
| $16.7M | -$144K | -6,908 | -0.9% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.34M | -$910K | -43,644 | -29% |
|
|
U
3
UBS
Zurich,
Switzerland
| $1.81M | +$1.62M | +77,808 | +1,403% |
|
|
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $279K | -$20.4K | -980 | -7% |
|
|
5
Wells Fargo
San Francisco,
California
| $263K | +$252K | +12,096 | +302,400% |
|
|
6
Morgan Stanley
New York
| $179K | +$172K | +8,248 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $74K | +$71.5K | +3,428 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | -$922K | -44,208 | -95% |
|
|
BIT
9
BlackRock Institutional Trust
San Francisco,
California
| – | -$30K | -1,500 | Closed |
|
|
WA
10
WFG Advisors
Dallas,
Texas
| – | -$24K | -1,216 | Closed |
|
SPYM Hedge Fund Activity: Q4 2013 in Review
8 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 ETF (SPYM) for Q4 2013, worth a combined $21.7M — up 9.7% from $19.8M a quarter earlier.
Fund positioning in SPYM was balanced in Q4 2013: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was UBS, adding an estimated $1.62M. The largest seller was Royal Bank of Canada, cutting an estimated $922K.
- 8 institutional investors held State Street SPDR Portfolio S&P 500 ETF (SPYM) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $21.7M of State Street SPDR Portfolio S&P 500 ETF stock for Q4 2013, up 9.7% quarter-over-quarter.
- 2 funds opened new State Street SPDR Portfolio S&P 500 ETF positions in Q4 2013 and 2 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio S&P 500 ETF buyer in Q4 2013 was UBS, an estimated $1.62M added.
- The largest State Street SPDR Portfolio S&P 500 ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $922K sold.
Based on aggregated 13F filings for Q4 2013.