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State Street Materials Select Sector SPDR ETF

309 hedge funds and large institutions have $2.15B invested in State Street Materials Select Sector SPDR ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 44

3% less funds holding

Funds holding: 317309 (-8)

9% less capital invested

Capital invested by funds: $2.36B → $2.15B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 124

35.71% less ownership

Funds ownership: 217.84%182.13% (-36%)

37% less call options, than puts

Call options by funds: $486M | Put options by funds: $770M

Holders
309
Holders Change
-8
Holders Change %
-2.52%
% of All Funds
8.23%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
42
Increased
96
Reduced
124
Closed
44
Calls
$486M
Puts
$770M
Net Calls
-$284M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$320M +$51.8M +2,503,574 +21%
SGI
2
Swan Global Investments
Colorado
$214M +$17.8M +861,818 +10%
CA
3
Commerzbank Aktiengesellschaft
Germany
$184M -$58.9K -2,846 -0%
Goldman Sachs
4
Goldman Sachs
New York
$166M -$20.4M -985,060 -12%
Wells Fargo
5
Wells Fargo
California
$155M +$537K +25,940 +0.4%
Citigroup
6
Citigroup
New York
$114M +$37.2M +1,796,258 +55%
JP Morgan Chase
7
JP Morgan Chase
New York
$89.4M +$25.9M +1,251,308 +46%
Morgan Stanley
8
Morgan Stanley
New York
$78.6M +$1.34M +64,842 +2%
SG Americas Securities
9
SG Americas Securities
New York
$50.2M +$8.22M +397,138 +22%
BlackRock
10
BlackRock
New York
$49.4M
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$47.3M -$166M -8,021,860 -79%
UBS Group
12
UBS Group
Switzerland
$31.8M -$63.7M -3,074,178 -68%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$30.5M +$11.1M +534,200 +65%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$27.7M +$12.9M +623,000 +101%
AII
15
AGF Investments Inc
Ontario, Canada
$26.7M +$6.6M +318,560 +36%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$24.4M -$27.4M -1,320,776 -55%
CS
17
Credit Suisse
Switzerland
$21.4M +$17.2M +832,618 +684%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$20.6M -$627K -30,296 -3%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$19.1M +$17.7M +854,070 New
LMIM
20
Lockheed Martin Investment Management
Maryland
$16.9M +$456K +22,000 +3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$16.8M +$14.9M +721,124 +2,693%
SG
22
Swarthmore Group
Pennsylvania
$15.2M +$14.1M +678,750 New
AA
23
ALPS Advisors
Colorado
$14.7M -$932K -44,990 -6%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$14.5M -$614K -29,628 -4%
GA
25
Giralda Advisors
New York
$13.5M +$12.4M +600,800 New

XLB Hedge Fund Activity: Q1 2016 in Review

309 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q1 2016, worth a combined $2.15B — down 8.6% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of XLB and 42 opened new positions — a net loss of 2 holders — while 124 trimmed existing stakes and 96 added.

The largest buyer was Bank of America, adding an estimated $51.8M. The largest seller was Barclays, cutting an estimated $176M.

  • 309 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q1 2016, down from 317 in Q4 2015.
  • Funds reported $2.15B of State Street Materials Select Sector SPDR ETF stock for Q1 2016, down 8.6% quarter-over-quarter.
  • 42 funds opened new State Street Materials Select Sector SPDR ETF positions in Q1 2016 and 44 closed out, a net change of -2 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q1 2016 was Bank of America, an estimated $51.8M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q1 2016 was Barclays, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2016.