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State Street SPDR S&P Biotech ETF

199 hedge funds and large institutions have $3.15B invested in State Street SPDR S&P Biotech ETF in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

2% more funds holding

Funds holding: 196199 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less capital invested

Capital invested by funds: $3.25B → $3.15B (-$99M)

22.59% less ownership

Funds ownership: 159.26%136.68% (-23%)

28% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 71

59% less call options, than puts

Call options by funds: $490M | Put options by funds: $1.2B

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
5.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
37
Increased
51
Reduced
71
Closed
29
Calls
$490M
Puts
$1.2B
Net Calls
-$709M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$886M +$43M +629,971 +5%
Goldman Sachs
2
Goldman Sachs
New York
$640M -$391M -5,733,995 -39%
JP Morgan Chase
3
JP Morgan Chase
New York
$275M +$170K +2,498 +0.1%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$208M +$58.5M +858,080 +41%
UBS Group
5
UBS Group
Switzerland
$201M -$48.3M -707,647 -20%
Citigroup
6
Citigroup
New York
$195M -$4.6M -67,495 -2%
Bank of America
7
Bank of America
North Carolina
$104M +$5.81M +85,218 +6%
CS
8
Credit Suisse
Switzerland
$101M -$38.1M -558,966 -28%
State of Wisconsin Investment Board
9
State of Wisconsin Investment Board
Wisconsin
$61M +$9.52M +139,525 +19%
Wells Fargo
10
Wells Fargo
California
$59.2M -$181K -2,659 -0.3%
Barclays
11
Barclays
United Kingdom
$54.1M -$2.14M -31,401 -4%
LPL Financial
12
LPL Financial
California
$33.6M +$17.1M +251,254 +101%
SG Americas Securities
13
SG Americas Securities
New York
$29.5M -$34.2M -501,500 -54%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$23.9M -$28.5M -417,954 -55%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$23.1M +$14.6M +213,536 +184%
FMI
16
Factory Mutual Insurance
Massachusetts
$15.4M -$2.35M -34,500 -14%
Citadel Advisors
17
Citadel Advisors
Florida
$15.3M +$11.7M +171,856 +368%
LRPA
18
L. Roy Papp & Associates
Arizona
$12.7M -$334K -4,891 -3%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$9.25M -$962K -14,106 -10%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$7.46M +$4.26M +62,400 +142%
RJA
21
Raymond James & Associates
Florida
$7.03M -$1.99M -29,152 -23%
TH
22
Timber Hill
Connecticut
$6.89M -$624K -9,145 -9%
WAM
23
Weatherly Asset Management
California
$6.04M +$401K +5,883 +7%
M
24
MOTCO
Texas
$5.75M +$25.9K +380 +0.5%
GF
25
Goodman Financial
Texas
$5.61M +$64.7K +949 +1%

XBI Hedge Fund Activity: Q4 2015 in Review

199 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2015, worth a combined $3.15B — down 3% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new XBI positions and 29 closed out — a net gain of 8 holders — while 51 added to existing stakes and 71 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $58.5M. The largest seller was Goldman Sachs, cutting an estimated $391M.

  • 199 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2015, up from 196 in Q3 2015.
  • Funds reported $3.15B of State Street SPDR S&P Biotech ETF stock for Q4 2015, down 3% quarter-over-quarter.
  • 37 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2015 and 29 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2015 was BNP Paribas Financial Markets, an estimated $58.5M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2015 was Goldman Sachs, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2015.