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State Street SPDR S&P Biotech ETF

397 hedge funds and large institutions have $3.88B invested in State Street SPDR S&P Biotech ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 124 increasing their positions, 112 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 43

14% more funds holding

Funds holding: 349397 (+48)

11% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 112

6.06% more ownership

Funds ownership: 90.14%96.2% (+6.1%)

3% more capital invested

Capital invested by funds: $3.77B → $3.88B (+$113M)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

71% less call options, than puts

Call options by funds: $537M | Put options by funds: $1.85B

Holders
397
Holders Change
+48
Holders Change %
+13.75%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.39%
New
93
Increased
124
Reduced
112
Closed
43
Calls
$537M
Puts
$1.85B
Net Calls
-$1.31B
Net Calls Change
-$575M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
351
Ledyard National Bank
$38K
GWA
352
Guidant Wealth Advisors
Illinois
$33K +$20.4K +243 +117%
SCM
353
Stumpf Capital Management
Arizona
$33K +$32.7K +390 New
CTB
354
Country Trust Bank
Illinois
$32K -$2.51K -30 -7%
HNB
355
Huntington National Bank
Ohio
$32K
ASN
356
Advisory Services Network
Georgia
$29K -$38.4K -458 -57%
SQA
357
Simon Quick Advisors
New Jersey
$27K -$107K -1,279 -81%
JFA
358
JNBA Financial Advisors
Minnesota
$26K
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$16.6K +198 +202%
HCM
360
Highlander Capital Management
New Jersey
$25K
PFBT
361
Parkside Financial Bank & Trust
Missouri
$24K +$23.5K +280 New
AIM
362
Advantage Investment Management
Iowa
$24K +$23.8K +284 New
GFP
363
Gryphon Financial Partners
Ohio
$22K +$21.4K +256 New
KF
364
Krilogy Financial
Missouri
$20K
GBBWRPM
365
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K +$15.1K +180 New
OC
366
Oakworth Capital
Alabama
$17K +$17.6K +210 New
AF
367
Allworth Financial
California
$14K
CA
368
Crewe Advisors
Utah
$14K +$13.7K +164 New
BTIS
369
BB&T Investment Services
North Carolina
$13K
NSIM
370
North Star Investment Management
Illinois
$13K
MCM
371
Mainstay Capital Management
Michigan
$13K +$12.6K +150 New
AIM
372
Anchor Investment Management
South Carolina
$12.9K +$922 +11 +8%
KFA
373
Kabarec Financial Advisors
Illinois
$12K +$11.7K +140 New
AF
374
Advisornet Financial
Minnesota
$12K +$11.8K +141 New
FANJ
375
Financial Architects (New Jersey)
New Jersey
$11K -$26.8K -320 -70%

XBI Hedge Fund Activity: Q4 2017 in Review

397 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2017, worth a combined $3.88B — up 3% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new XBI positions and 43 closed out — a net gain of 50 holders — while 124 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $120M. The largest seller was Credit Suisse, cutting an estimated $101M.

  • 397 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2017, up from 349 in Q3 2017.
  • Funds reported $3.88B of State Street SPDR S&P Biotech ETF stock for Q4 2017, up 3% quarter-over-quarter.
  • 93 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2017 and 43 closed out, a net change of +50 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2017 was UBS Group, an estimated $120M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2017 was Credit Suisse, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2017.