iShares Semiconductor ETF
SOXX
62 hedge funds and large institutions have $231M invested in iShares Semiconductor ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
9% more capital invested
Capital invested by funds: $213M → $231M (+$18.2M)
7% more funds holding
Funds holding: 58 → 62 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
76% less call options, than puts
Call options by funds: $1.7M | Put options by funds: $7.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$26.2M |
| 2 |
Morgan Stanley
New York
|
+$16.5M |
| 3 |
Citigroup
New York
|
+$8.65M |
| 4 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
+$7M |
| 5 |
GAG
GM Advisory Group
Melville,
New York
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$36.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$13.6M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$4.04M |
| 4 |
SG Americas Securities
New York
|
-$3.09M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.88M |
SOXX Hedge Fund Activity: Q3 2014 in Review
62 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q3 2014, worth a combined $231M — up 8.6% from $213M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SOXX positions and 8 closed out — a net gain of 4 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $26.2M. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $36.6M sold.
- 62 institutional investors held iShares Semiconductor ETF (SOXX) as of Q3 2014, up from 58 in Q2 2014.
- Funds reported $231M of iShares Semiconductor ETF stock for Q3 2014, up 8.6% quarter-over-quarter.
- 12 funds opened new iShares Semiconductor ETF positions in Q3 2014 and 8 closed out, a net change of +4 holders.
- The largest iShares Semiconductor ETF buyer in Q3 2014 was Goldman Sachs, an estimated $26.2M added.
- The largest iShares Semiconductor ETF seller in Q3 2014 was Pinnacle Advisory Group, an estimated $36.6M sold.
Based on aggregated 13F filings for Q3 2014.