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State Street SPDR S&P Biotech ETF

654 hedge funds and large institutions have $12.1B invested in State Street SPDR S&P Biotech ETF in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 233 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 33

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

37% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 170

35% more capital invested

Capital invested by funds: $8.96B → $12.1B (+$3.1B)

18% more funds holding

Funds holding: 554654 (+100)

5.19% more ownership

Funds ownership: 171.15%176.34% (+5.2%)

80% less call options, than puts

Call options by funds: $883M | Put options by funds: $4.34B

Holders
654
Holders Change
+100
Holders Change %
+18.05%
% of All Funds
11.57%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
138
Increased
233
Reduced
170
Closed
33
Calls
$883M
Puts
$4.34B
Net Calls
-$3.46B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
526
Bessemer Group
New Jersey
$175K +$73.4K +573 +85%
PK
527
Pflug Koory
Nebraska
$171K
SQA
528
Simon Quick Advisors
New Jersey
$158K +$98.4K +768 +219%
OIA
529
Optimum Investment Advisors
Illinois
$155K
CB
530
Community Bank
New York
$154K -$14.1K -110 -9%
PCG
531
Private Capital Group
Connecticut
$153K
GC
532
Grace Capital
Massachusetts
$152K -$23.2K -181 -14%
BA
533
Ballast Advisors
Minnesota
$150K
D
534
Diversified
Delaware
$147K +$168K +1,315 New
SWA
535
SOA Wealth Advisors
New York
$141K +$108K +842 New
TSW
536
Thompson Siegel & Walmsley
Virginia
$141K +$126K +985 +6,567%
ED
537
Exane Derivatives
France
$127K -$25.5K -199 -18%
FWP
538
FAS Wealth Partners
Kansas
$120K
NFG
539
Next Financial Group
Texas
$118K +$18.3K +143 +21%
HI
540
Hudock Inc
Pennsylvania
$118K +$38.6K +301 +56%
PWM
541
Perigon Wealth Management
California
$113K +$103K +804 New
TFGT
542
TS Financial Group (TSFG)
Illinois
$112K -$3.59K -28 -3%
CWM
543
Cranbrook Wealth Management
Michigan
$109K +$53K +414 +114%
BWP
544
Baldwin Wealth Partners
Massachusetts
$108K -$25.6K -200 -21%
FCM
545
Firestone Capital Management
Florida
$107K
LDFR
546
Lehman & Derafelo Financial Resources
Pennsylvania
$103K +$23.1K +180 +33%
CB
547
CNB Bank
Pennsylvania
$99K +$16.1K +126 +22%
BAM
548
Bellevue Asset Management
Washington
$94K
LGA
549
Lebenthal Global Advisors
New York
$94K +$85.8K +670 New
AA
550
Ancora Advisors
Ohio
$91K +$5.12K +40 +7%

XBI Hedge Fund Activity: Q4 2020 in Review

654 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2020, worth a combined $12.1B — up 35% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new XBI positions and 33 closed out — a net gain of 105 holders — while 233 added to existing stakes and 170 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.54B. The largest seller was JP Morgan Chase, cutting an estimated $1.23B.

  • 654 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2020, up from 554 in Q3 2020.
  • Funds reported $12.1B of State Street SPDR S&P Biotech ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 138 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2020 and 33 closed out, a net change of +105 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.54B added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2020 was JP Morgan Chase, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2020.