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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
SPIA
126
Steward Partners Investment Advisory
New York
$1.97M +$949K +11,324 +95%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$1.95M +$660K +7,874 +52%
MA
128
MYDA Advisors
New York
$1.95M +$1.93M +23,000 New
AIP
129
Ameritas Investment Partners
Nebraska
$1.95M +$1.88M +22,400 +9,143%
TAM
130
Tocqueville Asset Management
New York
$1.92M +$62.8K +750 +3%
Twin Tree Management
131
Twin Tree Management
Texas
$1.91M +$1.88M +22,459 New
PSW
132
Portfolio Strategies (Washington)
Washington
$1.87M +$1.85M +22,058 New
MCM
133
Murphy Capital Management
New Jersey
$1.85M -$101K -1,210 -5%
1832 Asset Management
134
1832 Asset Management
Ontario, Canada
$1.81M +$516K +6,160 +40%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$1.81M +$316K +3,768 +21%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$1.8M +$191K +2,282 +12%
SCA
137
Snowden Capital Advisors
New York
$1.7M +$299K +3,567 +22%
TYCC
138
Texas Yale Capital Corp
Florida
$1.64M +$75.4K +900 +5%
MCM
139
MAI Capital Management
Ohio
$1.63M +$10.6K +126 +0.7%
WIA
140
Wealthstreet Investment Advisors
Texas
$1.61M +$1.59M +18,980 New
FIG
141
FundX Investment Group
California
$1.57M +$93.2K +1,113 +6%
OCM
142
Orser Capital Management
Texas
$1.56M +$1.48M +17,687 New
LWAC
143
Laurel Wealth Advisors (California)
California
$1.56M -$348K -4,160 -18%
M
144
MOTCO
Texas
$1.48M -$152K -1,815 -9%
CAG
145
Csenge Advisory Group
Florida
$1.46M -$146K -1,738 -9%
WA
146
Winfield Associates
Ohio
$1.42M +$568K +6,775 +68%
CRC
147
Curi RMB Capital
Illinois
$1.41M
AIC
148
Ayalon Insurance Company
Israel
$1.34M +$1.32M +15,800 New
M&T Bank
149
M&T Bank
New York
$1.29M +$18.8K +224 +1%
SB
150
Suntrust Banks
Georgia
$1.28M +$122K +1,458 +11%

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.