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State Street SPDR S&P Homebuilders ETF

164 hedge funds and large institutions have $1.09B invested in State Street SPDR S&P Homebuilders ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

3.4% more ownership

Funds ownership: 60.66%64.07% (+3.4%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% less funds holding

Funds holding: 166164 (-2)

12% less capital invested

Capital invested by funds: $1.23B → $1.09B (-$143M)

13% less call options, than puts

Call options by funds: $215M | Put options by funds: $248M

Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
4.42%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
32
Increased
61
Reduced
37
Closed
31
Calls
$215M
Puts
$248M
Net Calls
-$32.4M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$129M +$83.4M +2,309,205 +191%
Bank of America
2
Bank of America
North Carolina
$127M +$12.9M +356,209 +11%
Barclays
3
Barclays
United Kingdom
$75.3M +$48M +1,327,649 +174%
Goldman Sachs
4
Goldman Sachs
New York
$67.1M +$155K +4,302 +0.2%
PVH
5
Psagot Value Holdings
Israel
$59.5M -$4.35M -120,423 -7%
MAM
6
Marketfield Asset Management
New York
$58.1M -$57.2M -1,582,260 -50%
SG Americas Securities
7
SG Americas Securities
New York
$57.1M +$55.8M +1,543,729 +9,540%
UBS Group
8
UBS Group
Switzerland
$42.6M +$9.2M +254,528 +28%
OTPPB
9
Ontario Teachers' Pension Plan Board
Ontario, Canada
$34.4M +$25.3M +700,000 +292%
SCM
10
Steadfast Capital Management
New York
$29.9M +$29.5M +815,445 New
Citigroup
11
Citigroup
New York
$29.2M +$9.36M +258,994 +48%
CS
12
Credit Suisse
Switzerland
$25.1M -$1.08M -29,852 -4%
Wells Fargo
13
Wells Fargo
California
$23.7M +$6.86M +190,001 +42%
EAM
14
EverPoint Asset Management
Connecticut
$18.3M +$10.8M +300,000 +150%
KHLMVGHM
15
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$17M
CC
16
Coastland Capital
California
$14.6M +$14.4M +399,700 New
BHB
17
Bank Hapoalim BM
Israel
$13.7M +$792K +21,908 +6%
MSU
18
Maple Securities USA
New Jersey
$13.2M +$13M +360,300 New
LPL Financial
19
LPL Financial
California
$11.1M +$2.03M +56,047 +23%
N
20
Natixis
France
$10.9M +$48.4K +1,339 +0.5%
JP Morgan Chase
21
JP Morgan Chase
New York
$10.6M +$2.3M +63,519 +28%
AII
22
AGF Investments Inc
Ontario, Canada
$9.92M -$9.23M -255,475 -49%
CCMG
23
Clark Capital Management Group
Pennsylvania
$9.44M -$1.26M -34,853 -12%
CI
24
Chartist Inc
California
$8.22M -$143K -3,956 -2%
EDRH
25
Edmond de Rothschild Holding
Switzerland
$8.21M +$8.1M +224,099 New

XHB Hedge Fund Activity: Q2 2015 in Review

164 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Homebuilders ETF (XHB) for Q2 2015, worth a combined $1.09B — down 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new XHB positions and 31 closed out — a net gain of 1 holder — while 61 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.4M. The largest seller was Graticule Asia Macro Advisors, exiting entirely with an estimated $128M sold.

  • 164 institutional investors held State Street SPDR S&P Homebuilders ETF (XHB) as of Q2 2015, down from 166 in Q1 2015.
  • Funds reported $1.09B of State Street SPDR S&P Homebuilders ETF stock for Q2 2015, down 12% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P Homebuilders ETF positions in Q2 2015 and 31 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Homebuilders ETF buyer in Q2 2015 was Morgan Stanley, an estimated $83.4M added.
  • The largest State Street SPDR S&P Homebuilders ETF seller in Q2 2015 was Graticule Asia Macro Advisors, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2015.