State Street SPDR S&P Biotech ETF
122 hedge funds and large institutions have $1.22B invested in State Street SPDR S&P Biotech ETF in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 19 closing their positions.
495% more call options, than puts
Call options by funds: $41.9M | Put options by funds: $7.04M
72.64% more ownership
Funds ownership: 288.16% → 360.81% (+73%)
16% more capital invested
Capital invested by funds: $1.05B → $1.22B (+$168M)
13% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 39
2% less funds holding
Funds holding: 125 → 122 (-3)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$95.9M |
| 2 |
Goldman Sachs
New York
|
+$71M |
| 3 |
Citigroup
New York
|
+$30.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$18M |
| 5 |
Barclays
London,
United Kingdom
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$24.9M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$16.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.2M |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$11.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.64M |
XBI Hedge Fund Activity: Q4 2013 in Review
122 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2013, worth a combined $1.22B — up 16% from $1.05B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of XBI and 17 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 44 added.
The largest buyer was Morgan Stanley, adding an estimated $95.9M. The largest seller was JP Morgan Chase, cutting an estimated $24.9M.
- 122 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2013, down from 125 in Q3 2013.
- Funds reported $1.22B of State Street SPDR S&P Biotech ETF stock for Q4 2013, up 16% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2013 and 19 closed out, a net change of -2 holders.
- The largest State Street SPDR S&P Biotech ETF buyer in Q4 2013 was Morgan Stanley, an estimated $95.9M added.
- The largest State Street SPDR S&P Biotech ETF seller in Q4 2013 was JP Morgan Chase, an estimated $24.9M sold.
Based on aggregated 13F filings for Q4 2013.