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State Street Materials Select Sector SPDR ETF

462 hedge funds and large institutions have $4.28B invested in State Street Materials Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 156 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 37

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

34% more capital invested

Capital invested by funds: $3.2B → $4.28B (+$1.07B)

14.92% more ownership

Funds ownership: 157.33%172.25% (+15%)

13% more funds holding

Funds holding: 409462 (+53)

8% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 144

68% less call options, than puts

Call options by funds: $363M | Put options by funds: $1.14B

Holders
462
Holders Change
+53
Holders Change %
+12.96%
% of All Funds
10.48%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.41%
New
95
Increased
156
Reduced
144
Closed
37
Calls
$363M
Puts
$1.14B
Net Calls
-$772M
Net Calls Change
-$472M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$691M +$134M +4,563,548 +25%
SGI
2
Swan Global Investments
Colorado
$416M -$14M -474,122 -3%
Citigroup
3
Citigroup
New York
$313M +$172M +5,857,514 +131%
Goldman Sachs
4
Goldman Sachs
New York
$305M +$116M +3,943,086 +64%
UBS Group
5
UBS Group
Switzerland
$230M +$72.8M +2,473,806 +48%
Morgan Stanley
6
Morgan Stanley
New York
$197M +$48.8M +1,656,982 +34%
Wells Fargo
7
Wells Fargo
California
$155M -$21.5M -731,022 -13%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$121M +$118M +4,000,000 New
JP Morgan Chase
9
JP Morgan Chase
New York
$119M +$34.4M +1,167,776 +42%
CS
10
Credit Suisse
Switzerland
$102M +$74.3M +2,523,618 +293%
N
11
Natixis
France
$95.8M +$22.4M +759,660 +32%
BlackRock
12
BlackRock
New York
$66.7M
CM
13
Churchill Management
California
$64.3M +$26.7M +905,554 +74%
Ameriprise
14
Ameriprise
Minnesota
$60.7M +$45.8M +1,557,286 +347%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$45.7M +$5.82M +197,900 +15%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$32.1M +$30.9M +1,049,500 +9,030%
CCA
17
Conservest Capital Advisors
Pennsylvania
$28.6M +$137K +4,666 +0.5%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$26.5M -$100K -3,406 -0.4%
LMIM
19
Lockheed Martin Investment Management
Maryland
$26.4M -$2.02M -68,600 -7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$22.8M +$1.4M +47,626 +7%
NMIFOAC
21
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$22.6M +$22M +746,000 New
LPL Financial
22
LPL Financial
California
$21.5M +$1.61M +54,542 +8%
TH
23
Timber Hill
Connecticut
$21.4M +$19M +647,116 +1,075%
MIH
24
Meitav Investment House
Israel
$21.4M +$20.8M +706,320 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$19.3M -$984K -33,424 -5%

XLB Hedge Fund Activity: Q4 2017 in Review

462 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q4 2017, worth a combined $4.28B — up 34% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLB positions and 37 closed out — a net gain of 58 holders — while 156 added to existing stakes and 144 trimmed.

The largest buyer was Citigroup, adding an estimated $172M. The largest seller was Two Sigma Investments, cutting an estimated $63.4M.

  • 462 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q4 2017, up from 409 in Q3 2017.
  • Funds reported $4.28B of State Street Materials Select Sector SPDR ETF stock for Q4 2017, up 34% quarter-over-quarter.
  • 95 funds opened new State Street Materials Select Sector SPDR ETF positions in Q4 2017 and 37 closed out, a net change of +58 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q4 2017 was Citigroup, an estimated $172M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q4 2017 was Two Sigma Investments, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2017.