Bank Hapoalim Bm 13F annual report
Bank Hapoalim Bm is an investment fund managing more than $620 million ran by Yadin Antebi. There are currently 97 companies in Mr. Antebi’s portfolio. The largest investments include Spdr S&p 500 Etf Tr and Spdr Ser Tr, together worth $82.8 million.
$620 million Assets Under Management (AUM)
As of 16th July 2024, Bank Hapoalim Bm’s top holding is 89,648 shares of Spdr S&p 500 Etf Tr currently worth over $48.8 million and making up 7.9% of the portfolio value.
In addition, the fund holds 510,868 shares of Spdr Ser Tr worth $34 million.
The third-largest holding is Select Sector Spdr Tr worth $73.1 million and the next is Vanguard Index Fds worth $20.1 million, with 40,104 shares owned.
Currently, Bank Hapoalim Bm's portfolio is worth at least $620 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Bank Hapoalim Bm
The Bank Hapoalim Bm office and employees reside in Tel Aviv, Israel. According to the last 13-F report filed with the SEC, Yadin Antebi serves as the HEAD OF FINANCIAL MARKETS DIVISION at Bank Hapoalim Bm.
Recent trades
In the most recent 13F filing, Bank Hapoalim Bm revealed that it had opened a new position in
Ishares Tr and bought 113,250 shares worth $12.7 million.
The investment fund also strengthened its position in Spdr Ser Tr by buying
242,188 additional shares.
This makes their stake in Spdr Ser Tr total 510,868 shares worth $34 million.
On the other hand, there are companies that Bank Hapoalim Bm is getting rid of from its portfolio.
Bank Hapoalim Bm closed its position in Ishares Tr on 23rd July 2024.
It sold the previously owned 77,340 shares for $40.7 million.
Yadin Antebi also disclosed a decreased stake in Spdr S&p 500 Etf Tr by 0.2%.
This leaves the value of the investment at $48.8 million and 89,648 shares.
One of the smallest hedge funds
The two most similar investment funds to Bank Hapoalim Bm are Reliance Trust Co Of Delaware and Commodore Capital L.P.. They manage $621 million and $622 million respectively.
Yadin Antebi investment strategy
Bank Hapoalim Bm’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 14.1% of
the total portfolio value.
The fund focuses on investments in the United States as
52.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only 3.1% of the portfolio.
The average market cap of the portfolio companies is close to $215 billion.
The complete list of Bank Hapoalim Bm trades based on 13F SEC filings
These positions were updated on July 23rd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr S&p 500 Etf Tr |
20.22%
89,648
|
$48,789,000 | 7.87% |
| Ishares Tr |
Closed
77,340
|
$40,655,000 | |
| Spdr Ser Tr |
90.14%
510,868
|
$34,039,000 | 5.49% |
| Invesco Exch Traded Fd Tr Ii |
Closed
153,000
|
$27,952,000 | |
| Schwab Strategic Tr |
Closed
380,000
|
$23,583,000 | |
| Select Sector Spdr Tr |
9.25%
683,088
|
$73,116,000 | 11.79% |
| Vanguard Index Fds |
54.20%
40,104
|
$20,060,000 | 3.23% |
| Invesco Exch Traded Fd |
Closed
468,000
|
$19,717,000 | |
| Microsoft Corporation |
1.46%
39,743
|
$17,772,000 | 2.87% |
| Global X Fds |
2.05%
447,721
|
$16,076,000 | 2.59% |
| Ishares Tr |
26.20%
683,711
|
$58,823,000 | 9.48% |
| First Tr Exchange-traded Fd |
0.02%
195,712
|
$24,991,000 | 4.03% |
| KLA Corp. |
10.08%
17,281
|
$14,248,000 | 2.30% |
| Spdr Index Shs Fds |
No change
384,000
|
$13,471,000 | 2.17% |
| First Tr Morningstar Divid L |
No change
348,000
|
$13,200,000 | 2.13% |
| Alphabet Inc |
2.10%
80,197
|
$14,699,000 | 2.37% |
| Ishares Tr |
Opened
113,250
|
$12,726,000 | 2.05% |
| Vanguard Index Fds |
Opened
129,800
|
$25,349,000 | 4.09% |
| Schwab Strategic Tr |
Opened
374,000
|
$20,357,000 | 3.28% |
| First Tr Exchange Traded Fd |
Opened
106,500
|
$12,309,000 | 1.98% |
| Vanguard Bd Index Fds |
50.00%
150,000
|
$11,234,000 | 1.81% |
| Vanguard Admiral Fds Inc |
No change
33,500
|
$11,176,000 | 1.80% |
| First Tr Exchange Traded Fd |
1.84%
293,005
|
$25,205,000 | 4.06% |
| Apple Inc |
1.45%
40,887
|
$8,612,000 | 1.39% |
| Wisdomtree Tr |
50.00%
94,500
|
$6,875,000 | 1.11% |
| Qualcomm, Inc. |
15.34%
33,063
|
$6,585,000 | 1.06% |
| Salesforce Inc |
5.00%
23,920
|
$6,150,000 | 0.99% |
| Check Point Software Tech Lt |
1.18%
36,575
|
$6,035,000 | 0.97% |
| Cisco Sys Inc |
1,032.05%
107,341
|
$5,100,000 | 0.82% |
| Eli Lilly & Co |
9.01%
5,534
|
$5,010,000 | 0.81% |
| Amazon.com Inc. |
4.03%
25,170
|
$4,864,000 | 0.78% |
| JPMorgan Chase & Co. |
10.12%
22,604
|
$4,572,000 | 0.74% |
| VanEck ETF Trust |
19.60%
48,690
|
$4,454,000 | 0.72% |
| ServiceNow Inc |
4.19%
5,602
|
$4,407,000 | 0.71% |
| Veeva Sys Inc |
3.85%
22,925
|
$4,196,000 | 0.68% |
| Zoom Video Communications In |
10.52%
69,121
|
$4,091,000 | 0.66% |
| Pfizer Inc. |
1.99%
127,317
|
$3,562,000 | 0.57% |
| Abbvie Inc |
9.76%
19,954
|
$3,423,000 | 0.55% |
| Visa Inc |
5.76%
11,117
|
$2,918,000 | 0.47% |
| Vanguard Intl Equity Index F |
3.00%
25,709
|
$2,896,000 | 0.47% |
| Merck & Co Inc |
0.22%
22,644
|
$2,803,000 | 0.45% |
| Vanguard World Fd |
8.13%
11,747
|
$3,222,000 | 0.52% |
| Edwards Lifesciences Corp |
7.82%
29,465
|
$2,722,000 | 0.44% |
| Intel Corp. |
145.15%
85,899
|
$2,660,000 | 0.43% |
| Epam Sys Inc |
0.04%
13,998
|
$2,633,000 | 0.42% |
| Zscaler Inc |
2.39%
12,937
|
$2,486,000 | 0.40% |
| Oracle Corp. |
10.50%
17,474
|
$2,467,000 | 0.40% |
| Advanced Micro Devices Inc. |
32.29%
14,727
|
$2,389,000 | 0.39% |
| Asml Holding N V |
25.57%
2,192
|
$2,242,000 | 0.36% |
| Meta Platforms Inc |
1.88%
4,432
|
$2,234,000 | 0.36% |
| Berkshire Hathaway Inc. |
12.43%
5,439
|
$2,213,000 | 0.36% |
| Baidu Inc |
70.04%
24,783
|
$2,143,000 | 0.35% |
| NVIDIA Corp |
221.17%
16,065
|
$1,985,000 | 0.32% |
| Unitedhealth Group Inc |
14.61%
3,818
|
$1,944,000 | 0.31% |
| Best Buy Co. Inc. |
1.61%
22,675
|
$1,911,000 | 0.31% |
| Spdr Dow Jones Indl Average |
10.01%
4,834
|
$1,891,000 | 0.30% |
| Alibaba Group Hldg Ltd |
14.16%
23,552
|
$1,696,000 | 0.27% |
| Shake Shack Inc |
2.26%
16,865
|
$1,518,000 | 0.24% |
| Invesco Exchange Traded Fd T |
Closed
63,070
|
$1,454,000 | |
| Fedex Corp |
15.88%
4,645
|
$1,393,000 | 0.22% |
| Novo-nordisk A S |
4.90%
9,710
|
$1,386,000 | 0.22% |
| Global X Fds |
Opened
36,045
|
$1,194,000 | 0.19% |
| Teradata Corp |
No change
32,625
|
$1,128,000 | 0.18% |
| Disney Walt Co |
21.92%
11,126
|
$1,105,000 | 0.18% |
| Abbott Labs |
3.43%
10,560
|
$1,097,000 | 0.18% |
| Kulicke & Soffa Inds Inc |
6.00%
21,135
|
$1,040,000 | 0.17% |
| UiPath, Inc. |
13.05%
81,687
|
$1,036,000 | 0.17% |
| Inmode Ltd |
0.50%
54,855
|
$1,001,000 | 0.16% |
| Uber Technologies Inc |
49.73%
13,697
|
$995,000 | 0.16% |
| Applied Matls Inc |
1.05%
3,963
|
$935,000 | 0.15% |
| Target Corp |
17.68%
5,749
|
$851,000 | 0.14% |
| Solaredge Technologies Inc |
49.12%
32,761
|
$828,000 | 0.13% |
| Nordstrom, Inc. |
9.00%
35,390
|
$751,000 | 0.12% |
| Palo Alto Networks Inc |
23.05%
2,177
|
$738,000 | 0.12% |
| Blackstone Inc |
29.40%
5,943
|
$736,000 | 0.12% |
| First Tr Nasdaq 100 Tech Ind |
6.70%
3,621
|
$715,000 | 0.12% |
| Netflix Inc. |
5.54%
1,023
|
$690,000 | 0.11% |
| Skyworks Solutions, Inc. |
58.24%
6,476
|
$690,000 | 0.11% |
| Citigroup Inc |
22.66%
10,692
|
$679,000 | 0.11% |
| Array Technologies, Inc. |
4.34%
66,135
|
$679,000 | 0.11% |
| Autodesk Inc. |
8.15%
2,705
|
$669,000 | 0.11% |
| American Express Co. |
No change
2,870
|
$665,000 | 0.11% |
| Boston Beer Co., Inc. |
3.50%
2,068
|
$631,000 | 0.10% |
| Paylocity Hldg Corp |
No change
4,766
|
$628,000 | 0.10% |
| Mastercard Incorporated |
7.02%
1,271
|
$561,000 | 0.09% |
| Booking Holdings Inc |
29.38%
125
|
$495,000 | 0.08% |
| Airbnb, Inc. |
Closed
2,980
|
$492,000 | |
| Adobe Inc |
11.30%
848
|
$471,000 | 0.08% |
| Nova Ltd |
9.16%
1,904
|
$447,000 | 0.07% |
| Walmart Inc |
3.21%
5,598
|
$379,000 | 0.06% |
| Intuitive Surgical Inc |
No change
847
|
$377,000 | 0.06% |
| Invesco Exch Traded Fd Tr Ii |
No change
6,819
|
$365,000 | 0.06% |
| CVS Health Corp |
Closed
4,362
|
$348,000 | |
| Etf Ser Solutions |
15.21%
16,720
|
$329,000 | 0.05% |
| Tower Semiconductor Ltd. |
66.28%
8,138
|
$320,000 | 0.05% |
| Paycom Software Inc |
No change
2,130
|
$305,000 | 0.05% |
| Lockheed Martin Corp. |
18.14%
600
|
$280,000 | 0.05% |
| Palantir Technologies Inc. |
Opened
10,304
|
$261,000 | 0.04% |
| Tesla Inc |
Opened
1,307
|
$259,000 | 0.04% |
| Johnson & Johnson |
2.39%
1,636
|
$239,000 | 0.04% |
| Alcoa Corp |
No change
6,000
|
$239,000 | 0.04% |
| PayPal Holdings Inc |
Closed
3,555
|
$238,000 | |
| Ford Mtr Co Del |
Closed
12,248
|
$163,000 | |
| Lloyds Banking Group plc |
No change
13,000
|
$35,000 | 0.01% |
| Urgently Inc |
No change
14,891
|
$26,000 | 0.00% |
| Orgenesis Inc |
No change
32,052
|
$19,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 106 holdings | |||
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