We are live on ! Find out more
SLX icon

VanEck Steel ETF

24 hedge funds and large institutions have $9.16M invested in VanEck Steel ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

20% more capital invested

Capital invested by funds: $7.63M → $9.16M (+$1.52M)

3.43% more ownership

Funds ownership: 16.54%19.97% (+3.4%)

8% less funds holding

Funds holding: 2624 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.42M +$5.82M +256,885 +1,228%
Citadel Advisors
2
Citadel Advisors
Florida
$1.02M +$169K +7,479 +17%
Goldman Sachs
3
Goldman Sachs
New York
$748K -$193K -8,512 -18%
Wells Fargo
4
Wells Fargo
California
$473K +$17.5K +771 +3%
UBS Group
5
UBS Group
Switzerland
$375K -$245K -10,793 -36%
LPL Financial
6
LPL Financial
California
$309K +$108K +4,750 +42%
RIL
7
Rothschild Investment LLC
Illinois
$266K -$1.09M -48,225 -78%
FIM
8
Freedom Investment Management
Connecticut
$226K -$751K -33,139 -74%
Bank of America
9
Bank of America
North Carolina
$183K +$10.2K +450 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$39K -$31.2K -1,376 -41%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$35K +$11.9K +526 +41%
CCS
12
Crosspoint Capital Strategies
California
$28K +$18K +795 New
CFA
13
Carroll Financial Associates
North Carolina
$9K
MFS
14
MSI Financial Services
Massachusetts
$8K +$1.13K +50 +14%
IA
15
IFP Advisors
Florida
$6K +$7.16K +316 New
WA
16
Winfield Associates
Ohio
$4K
TWA
17
TCI Wealth Advisors
Arizona
$3K +$204 +9 +5%
Citigroup
18
Citigroup
New York
$3K +$1.86K +82 +164%
CG
19
Cutler Group
California
$3K +$4.53K +200 New
Creative Planning
20
Creative Planning
Kansas
$2K -$22.7K -1,000 -91%
AIG
21
American International Group
New York
$2K -$18.1K -800 -91%
AIA
22
Allegis Investment Advisors
Idaho
$2K +$2.27K +100 New
Barclays
23
Barclays
United Kingdom
$1K
CS
24
Credit Suisse
Switzerland
-$1.09M -50,475 Closed
Jane Street
25
Jane Street
New York
-$320K -14,811 Closed

SLX Hedge Fund Activity: Q4 2015 in Review

24 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in VanEck Steel ETF (SLX) for Q4 2015, worth a combined $9.16M — up 20% from $7.63M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SLX and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $5.82M. The largest seller was Rothschild Investment LLC, cutting an estimated $1.09M.

  • 24 institutional investors held VanEck Steel ETF (SLX) as of Q4 2015, down from 26 in Q3 2015.
  • Funds reported $9.16M of VanEck Steel ETF stock for Q4 2015, up 20% quarter-over-quarter.
  • 4 funds opened new VanEck Steel ETF positions in Q4 2015 and 6 closed out, a net change of -2 holders.
  • The largest VanEck Steel ETF buyer in Q4 2015 was Morgan Stanley, an estimated $5.82M added.
  • The largest VanEck Steel ETF seller in Q4 2015 was Rothschild Investment LLC, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2015.