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State Street SPDR S&P Homebuilders ETF

147 hedge funds and large institutions have $953M invested in State Street SPDR S&P Homebuilders ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 64 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $184M | Put options by funds: $129M

5.94% less ownership

Funds ownership: 66.95%61.01% (-5.9%)

11% less funds holding

Funds holding: 166147 (-19)

18% less capital invested

Capital invested by funds: $1.16B → $953M (-$202M)

38% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 40

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

48% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 64

Holders
147
Holders Change
-19
Holders Change %
-11.45%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.21%
New
25
Increased
33
Reduced
64
Closed
40
Calls
$184M
Puts
$129M
Net Calls
+$55.2M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$180M +$4.23M +135,970 +3%
Bank of America
2
Bank of America
North Carolina
$124M -$6.75M -217,138 -6%
Morgan Stanley
3
Morgan Stanley
New York
$73.5M -$57.2M -1,841,368 -46%
Goldman Sachs
4
Goldman Sachs
New York
$61.6M -$10.5M -338,810 -16%
MCM
5
Moore Capital Management
New York
$50.8M +$46.6M +1,500,000 New
OTPPB
6
Ontario Teachers' Pension Plan Board
Ontario, Canada
$49.7M +$45.7M +1,470,045 New
UBS Group
7
UBS Group
Switzerland
$42.2M -$10.5M -338,642 -21%
MAM
8
Marketfield Asset Management
New York
$25.3M -$6.34M -204,073 -21%
SG Americas Securities
9
SG Americas Securities
New York
$22.4M +$6.09M +196,078 +42%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$20.7M +$11.7M +376,745 +161%
Citigroup
11
Citigroup
New York
$20.5M -$35.1M -1,130,946 -65%
Barclays
12
Barclays
United Kingdom
$20M -$1.64M -52,627 -8%
PVH
13
Psagot Value Holdings
Israel
$18.6M -$31.4M -1,010,250 -65%
BHB
14
Bank Hapoalim BM
Israel
$16.2M -$1.24M -39,915 -8%
LPL Financial
15
LPL Financial
California
$14.2M -$5.74M -184,614 -31%
Wells Fargo
16
Wells Fargo
California
$10.9M -$14.5M -466,841 -59%
Nomura Holdings
17
Nomura Holdings
Japan
$9.55M +$6.57M +211,295 +288%
AWM
18
Affinity Wealth Management
Delaware
$9.01M +$735K +23,636 +10%
JP Morgan Chase
19
JP Morgan Chase
New York
$8.1M -$12.3M -396,244 -62%
TRCT
20
Tower Research Capital (TRC)
New York
$7.7M +$6.47M +208,135 +1,069%
GAMA
21
Graticule Asia Macro Advisors
New York
$7.53M -$10.7M -345,042 -61%
JWS
22
Juncture Wealth Strategies
Arizona
$6.55M +$167K +5,381 +3%
AAM
23
Alphadyne Asset Management
New York
$6.51M +$5.98M +192,500 New
BFG
24
Bouchey Financial Group
New York
$6.26M +$388K +12,496 +7%
FPCM
25
Financial Partners Capital Management
New York
$5.28M +$1.75M +56,316 +57%

XHB Hedge Fund Activity: Q1 2016 in Review

147 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Homebuilders ETF (XHB) for Q1 2016, worth a combined $953M — down 18% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of XHB and 25 opened new positions — a net loss of 15 holders — while 64 trimmed existing stakes and 33 added.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $46.6M. The largest seller was Morgan Stanley, cutting an estimated $57.2M.

  • 147 institutional investors held State Street SPDR S&P Homebuilders ETF (XHB) as of Q1 2016, down from 166 in Q4 2015.
  • Funds reported $953M of State Street SPDR S&P Homebuilders ETF stock for Q1 2016, down 18% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P Homebuilders ETF positions in Q1 2016 and 40 closed out, a net change of -15 holders.
  • The largest State Street SPDR S&P Homebuilders ETF buyer in Q1 2016 was Moore Capital Management, an estimated $46.6M added.
  • The largest State Street SPDR S&P Homebuilders ETF seller in Q1 2016 was Morgan Stanley, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2016.