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State Street Communication Services Select Sector SPDR ETF

395 hedge funds and large institutions have $5.51B invested in State Street Communication Services Select Sector SPDR ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 164 increasing their positions, 112 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 112

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1.43% less ownership

Funds ownership: 85.34%83.91% (-1.4%)

5% less capital invested

Capital invested by funds: $5.81B → $5.51B (-$300M)

7% less funds holding

Funds holding: 423395 (-28)

21% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $37.1M

24% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 88

Holders
395
Holders Change
-28
Holders Change %
-6.62%
% of All Funds
8.7%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
67
Increased
164
Reduced
112
Closed
88
Calls
$29.3M
Puts
$37.1M
Net Calls
-$7.88M
Net Calls Change
+$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
376
Burt Wealth Advisors
Maryland
$7K +$8.28K +160 New
WA
377
WBH Advisory
Maryland
$6.67K -$131K -2,536 -2%
BWM
378
BerganKDV Wealth Management
Minnesota
$6K -$7.14K -138 -50%
GTAM
379
Global Trust Asset Management
Florida
$6K
HFM
380
Hartford Financial Management
Connecticut
$6K
LPWM
381
Lake Point Wealth Management
Texas
$6K
DI
382
Disciplined Investments
Oklahoma
$5K
HPC
383
HM Payson & Co
Maine
$5K
VNA
384
Valley National Advisers
Pennsylvania
$5K
HI
385
Hudock Inc
Pennsylvania
$4K +$52 +1 +1%
RBA
386
Richard Bernstein Advisors
New York
$3K
MWM
387
MBE Wealth Management
Wisconsin
$3K +$4.04K +78 New
TWA
388
TCI Wealth Advisors
Arizona
$2K -$23.2K -448 -90%
EIP
389
Ellis Investment Partners
Pennsylvania
$2K +$1.76K +34 +113%
IFAM
390
Institutional & Family Asset Management
Colorado
$2K +$2.33K +45 New
DOA
391
D'Orazio & Associates
Virginia
$1K
GI
392
Gradient Investments
Minnesota
$1K
NL
393
NVWM LLC
Pennsylvania
$1K
CCM
394
Covington Capital Management
California
$1K +$1.5K +29 New
CWM
395
CIBC World Markets
New York
-$63.1M -1,177,000 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
396
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$38.5M -717,589 Closed
HIM
397
Hanlon Investment Management
New Jersey
-$14.2M -265,341 Closed
MLM
398
Mount Lucas Management
Pennsylvania
-$13M -242,464 Closed
MUAMU
399
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$6.02M -112,300 Closed
Asset Management One
400
Asset Management One
Japan
-$5.29M -98,700 Closed

XLC Hedge Fund Activity: Q1 2020 in Review

395 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street Communication Services Select Sector SPDR ETF (XLC) for Q1 2020, worth a combined $5.51B — down 5.2% from $5.81B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of XLC and 67 opened new positions — a net loss of 21 holders — while 112 trimmed existing stakes and 164 added.

The largest buyer was Wells Fargo, adding an estimated $365M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $77.6M.

  • 395 institutional investors held State Street Communication Services Select Sector SPDR ETF (XLC) as of Q1 2020, down from 423 in Q4 2019.
  • Funds reported $5.51B of State Street Communication Services Select Sector SPDR ETF stock for Q1 2020, down 5.2% quarter-over-quarter.
  • 67 funds opened new State Street Communication Services Select Sector SPDR ETF positions in Q1 2020 and 88 closed out, a net change of -21 holders.
  • The largest State Street Communication Services Select Sector SPDR ETF buyer in Q1 2020 was Wells Fargo, an estimated $365M added.
  • The largest State Street Communication Services Select Sector SPDR ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $77.6M sold.

Based on aggregated 13F filings for Q1 2020.