We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

292 hedge funds and large institutions have $3.09B invested in State Street SPDR S&P Biotech ETF in 2017 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 100 increasing their positions, 78 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

43% more capital invested

Capital invested by funds: $2.17B → $3.09B (+$922M)

40% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 48

28% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 78

9.07% more ownership

Funds ownership: 88.91%97.98% (+9.1%)

7% more funds holding

Funds holding: 274292 (+18)

45% less call options, than puts

Call options by funds: $656M | Put options by funds: $1.19B

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
7.27%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
67
Increased
100
Reduced
78
Closed
48
Calls
$656M
Puts
$1.19B
Net Calls
-$530M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
276
Westside Investment Management
California
$10K +$10.1K +150 New
BWM
277
Baystate Wealth Management
Massachusetts
$10K
NSIM
278
North Star Investment Management
Illinois
$10K
ASN
279
Advisory Services Network
Georgia
$10K +$9.67K +144 New
BTIS
280
BB&T Investment Services
North Carolina
$10K +$10.1K +150 New
SF
281
Synovus Financial
Georgia
$10K +$10.2K +152 New
CTC
282
Central Trust Company
Missouri
$9K
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$9K
CB
284
Community Bank
New York
$8K
BCM
285
Blume Capital Management
California
$7K
EWM
286
Edge Wealth Management
New York
$7K
VIA
287
Vantage Investment Advisors
Pennsylvania
$7K
AIM
288
Advantage Investment Management
Iowa
$7K +$6.72K +100 New
AWM
289
Avior Wealth Management
Nebraska
$7K +$6.72K +100 New
LIA
290
LS Investment Advisors
Michigan
$4K
UBS AM
291
UBS AM
Illinois
$2.5K
Walleye Trading
292
Walleye Trading
New York
$613 +$594K +8,847 New
NDSI
293
Newman Dignan & Sheerar Inc
Rhode Island
$570 +$15.8K +235 +3%
SCM
294
Suvretta Capital Management
New York
-$72.4M -1,222,700 Closed
VF
295
Virtu Financial
New York
-$33.2M -560,658 Closed
PHS
296
PFM Health Sciences
California
-$29.9M -505,750 Closed
SIG
297
Senator Investment Group
New York
-$19.8M -335,000 Closed
Tudor Investment Corp
298
Tudor Investment Corp
Connecticut
-$19.2M -325,000 Closed
CI
299
Clal Insurance
Israel
-$7.43M -125,500 Closed
KCM
300
Kingdon Capital Management
New York
-$7.4M -125,000 Closed

XBI Hedge Fund Activity: Q1 2017 in Review

292 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2017, worth a combined $3.09B — up 43% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new XBI positions and 48 closed out — a net gain of 19 holders — while 100 added to existing stakes and 78 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $150M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $72.4M sold.

  • 292 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2017, up from 274 in Q4 2016.
  • Funds reported $3.09B of State Street SPDR S&P Biotech ETF stock for Q1 2017, up 43% quarter-over-quarter.
  • 67 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2017 and 48 closed out, a net change of +19 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2017 was JP Morgan Chase, an estimated $150M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2017 was Suvretta Capital Management, an estimated $72.4M sold.

Based on aggregated 13F filings for Q1 2017.