iShares Semiconductor ETF
SOXX
65 hedge funds and large institutions have $549M invested in iShares Semiconductor ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 12 closing their positions.
138% more capital invested
Capital invested by funds: $231M → $549M (+$318M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
5% more funds holding
Funds holding: 62 → 65 (+3)
29% less call options, than puts
Call options by funds: $30.1M | Put options by funds: $42.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$36M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$30.3M |
| 3 |
Morgan Stanley
New York
|
+$16.5M |
| 4 |
Citigroup
New York
|
+$13.2M |
| 5 |
JP Morgan Chase
New York
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$12.4M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$6.54M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.04M |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$3.58M |
| 5 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$3.48M |
SOXX Hedge Fund Activity: Q4 2014 in Review
65 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q4 2014, worth a combined $549M — up 138% from $231M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SOXX positions and 12 closed out — a net gain of 5 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $36M. The largest seller was Goldman Sachs, cutting an estimated $12.4M.
- 65 institutional investors held iShares Semiconductor ETF (SOXX) as of Q4 2014, up from 62 in Q3 2014.
- Funds reported $549M of iShares Semiconductor ETF stock for Q4 2014, up 138% quarter-over-quarter.
- 17 funds opened new iShares Semiconductor ETF positions in Q4 2014 and 12 closed out, a net change of +5 holders.
- The largest iShares Semiconductor ETF buyer in Q4 2014 was Pinnacle Advisory Group, an estimated $36M added.
- The largest iShares Semiconductor ETF seller in Q4 2014 was Goldman Sachs, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2014.