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State Street SPDR S&P Biotech ETF

414 hedge funds and large institutions have $5.13B invested in State Street SPDR S&P Biotech ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 45

32% more capital invested

Capital invested by funds: $3.88B → $5.13B (+$1.25B)

23% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 119

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10.15% more ownership

Funds ownership: 96.2%106.36% (+10%)

4% more funds holding

Funds holding: 397414 (+17)

57% less call options, than puts

Call options by funds: $691M | Put options by funds: $1.62B

Holders
414
Holders Change
+17
Holders Change %
+4.28%
% of All Funds
9.49%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.44%
New
69
Increased
146
Reduced
119
Closed
45
Calls
$691M
Puts
$1.62B
Net Calls
-$927M
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Tekla Capital Management
Massachusetts
$22M +$2.19M +24,000 +11%
AAP
27
Ardsley Advisory Partners
Connecticut
$20.9M -$3.56M -39,000 -14%
OTPPB
28
Ontario Teachers' Pension Plan Board
Ontario, Canada
$19.3M +$1.83M +20,000 +10%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$17.9M +$242K +2,654 +1%
State of Tennessee, Department of Treasury
30
State of Tennessee, Department of Treasury
Tennessee
$17.8M +$5.61M +61,410 +43%
HighTower Advisors
31
HighTower Advisors
Illinois
$17M +$467K +5,116 +3%
LRPA
32
L. Roy Papp & Associates
Arizona
$16.5M +$368K +4,032 +2%
MMEA
33
Main Management ETF Advisors
California
$16.5M +$2.79M +30,600 +19%
WJA
34
Williams Jones & Associates
New York
$15.5M +$13.6M +148,797 +541%
EVM
35
Eaton Vance Management
Massachusetts
$15.2M +$9.01M +98,720 +133%
MM
36
Main Management
California
$14.1M +$882K +9,658 +6%
PWAG
37
Polaris Wealth Advisory Group
California
$13.8M -$225K -2,461 -2%
BPC
38
Banque Pictet & Cie
Switzerland
$13.5M +$2.09M +22,875 +18%
FMI
39
Factory Mutual Insurance
Massachusetts
$13.4M -$3.83M -42,000 -22%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$13M +$1.41M +15,421 +12%
N
41
Nuveen
North Carolina
$13M +$1.65M +18,069 +14%
WAM
42
Weatherly Asset Management
California
$12.5M +$628K +6,874 +5%
Marshall Wace
43
Marshall Wace
United Kingdom
$12M -$7.22M -79,098 -37%
WT
44
Whittier Trust
California
$12M +$12.3M +134,464 +6,985%
Ameriprise
45
Ameriprise
Minnesota
$11.7M +$1.39M +15,186 +13%
CGA
46
Crescent Grove Advisors
Illinois
$11.3M +$1.01M +11,057 +9%
Jane Street
47
Jane Street
New York
$11.3M -$12.6M -138,086 -52%
RFA
48
Reilly Financial Advisors
California
$11M +$208K +2,277 +2%
Citadel Advisors
49
Citadel Advisors
Florida
$10.9M +$10.1M +110,404 +819%
BSG
50
Black Swift Group
Colorado
$10.6M +$315K +3,445 +3%

XBI Hedge Fund Activity: Q1 2018 in Review

414 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2018, worth a combined $5.13B — up 32% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XBI positions and 45 closed out — a net gain of 24 holders — while 146 added to existing stakes and 119 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $472M. The largest seller was AssetMark Inc, cutting an estimated $72.9M.

  • 414 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2018, up from 397 in Q4 2017.
  • Funds reported $5.13B of State Street SPDR S&P Biotech ETF stock for Q1 2018, up 32% quarter-over-quarter.
  • 69 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2018 and 45 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2018 was Deutsche Bank, an estimated $472M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2018 was AssetMark Inc, an estimated $72.9M sold.

Based on aggregated 13F filings for Q1 2018.