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Fidelity MSCI Utilities Index ETF

19 hedge funds and large institutions have $117M invested in Fidelity MSCI Utilities Index ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more capital invested

Capital invested by funds: $24.1M → $117M (+$93.1M)

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

58% more funds holding

Funds holding: 1219 (+7)

55.58% more ownership

Funds ownership: 31.56%87.14% (+56%)

Holders
19
Holders Change
+7
Holders Change %
+58.33%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
5
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change

FUTY Hedge Fund Activity: Q4 2014 in Review

19 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2014, worth a combined $117M — up 387% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FUTY positions and 3 closed out — a net gain of 8 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $40.4M. The largest seller was Jane Street, exiting entirely with an estimated $12M sold.

  • 19 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2014, up from 12 in Q3 2014.
  • Funds reported $117M of Fidelity MSCI Utilities Index ETF stock for Q4 2014, up 387% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2014 and 3 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2014 was Ladenburg Thalmann Financial Services, an estimated $40.4M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q4 2014 was Jane Street, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2014.