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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
VFA
176
Voya Financial Advisors
Connecticut
$1.02M -$61.3K -732 -6%
CT
177
CPF Texas
Texas
$1.02M +$1.01M +12,000 New
FPC
178
Falcon Point Capital
California
$996K -$782K -9,336 -44%
BCSB
179
Bristol County Savings Bank
Massachusetts
$986K +$109K +1,305 +13%
HFS
180
HL Financial Services
Kentucky
$977K -$66.3K -791 -6%
WP
181
WealthPLAN Partners
Nebraska
$946K +$4.52K +54 +0.5%
GWM
182
Greenwich Wealth Management
Connecticut
$904K -$7.12K -85 -0.8%
ID
183
Integral Derivatives
New York
$876K +$109K +1,300 +14%
SPC
184
Sigma Planning Corp
Michigan
$847K +$5.53K +66 +0.7%
IA
185
IFP Advisors
Florida
$844K -$179K -2,139 -18%
PAG
186
Private Advisory Group
Washington
$822K -$35K -418 -4%
BKA
187
Brick & Kyle Associates
Pennsylvania
$821K +$48.2K +575 +6%
CG
188
Cutler Group
California
$820K -$977K -11,664 -55%
TBA
189
Train Babcock Advisors
New York
$815K +$804K +9,595 New
MC
190
Miles Capital
Iowa
$809K +$799K +9,533 New
SRC
191
Shufro Rose & Co
New York
$806K -$16.8K -200 -2%
FLAM
192
First Light Asset Management
Minnesota
$806K
PA
193
Parallel Advisors
California
$788K +$45.6K +544 +6%
LWM
194
Lyell Wealth Management
California
$787K +$202K +2,413 +35%
IP
195
Intellectus Partners
California
$786K +$452K +5,397 +140%
OAM
196
Oppenheimer Asset Management
New York
$754K
MRCM
197
M&R Capital Management
New Jersey
$739K +$85.9K +1,025 +13%
BCA
198
Bray Capital Advisors
Florida
$733K -$584K -6,975 -45%
BFEC
199
Benjamin F. Edwards & Company
Missouri
$732K -$20K -239 -3%
NDSI
200
Newman Dignan & Sheerar Inc
Rhode Island
$722K +$20.9K +250 +3%

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.