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State Street Communication Services Select Sector SPDR ETF

423 hedge funds and large institutions have $5.81B invested in State Street Communication Services Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 149 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 26

38% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 108

23% more funds holding

Funds holding: 344423 (+79)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

10% more capital invested

Capital invested by funds: $5.28B → $5.81B (+$525M)

3.96% less ownership

Funds ownership: 89.3%85.34% (-4%)

72% less call options, than puts

Call options by funds: $36.3M | Put options by funds: $131M

Holders
423
Holders Change
+79
Holders Change %
+22.97%
% of All Funds
8.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
117
Increased
149
Reduced
108
Closed
26
Calls
$36.3M
Puts
$131M
Net Calls
-$95.1M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.93B +$197M +3,827,655 +8%
SGI
2
Swan Global Investments
Colorado
$213M -$37.5M -728,722 -16%
Morgan Stanley
3
Morgan Stanley
New York
$186M -$23.8M -462,721 -12%
BlackRock
4
BlackRock
New York
$166M -$3.41M -66,232 -2%
UBS Group
5
UBS Group
Switzerland
$161M -$1.28M -24,832 -0.8%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$135M +$9.93M +192,718 +8%
CM
7
Churchill Management
California
$132M +$3.95M +76,659 +3%
Truist Financial
8
Truist Financial
North Carolina
$87.7M +$84.2M +1,634,728 New
Wells Fargo
9
Wells Fargo
California
$87.5M -$39.1M -758,394 -32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$81M +$77.8M +1,510,154 New
RJA
11
Raymond James & Associates
Florida
$73.5M +$10.1M +195,504 +17%
CWM
12
CIBC World Markets
New York
$63.1M +$60.6M +1,177,000 New
Barclays
13
Barclays
United Kingdom
$62M +$39.4M +765,762 +196%
Ameriprise
14
Ameriprise
Minnesota
$60.2M -$13.6M -263,111 -19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$58.8M -$7.34M -142,594 -12%
PAG
16
Pinnacle Advisory Group
Maryland
$55.5M +$236K +4,577 +0.4%
WA
17
WestEnd Advisors
North Carolina
$53.5M +$5.18M +100,617 +11%
AII
18
AGF Investments Inc
Ontario, Canada
$51.6M +$9.81M +190,450 +25%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$44.4M +$30.7M +596,600 +257%
UCFA
20
United Capital Financial Advisors
Texas
$40.5M -$4.4M -85,441 -10%
PVH
21
Psagot Value Holdings
Israel
$39.6M +$34.6M +672,187 +1,002%
Caisse de Depot et Placement du Quebec (CDPQ)
22
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38.5M -$3.21M -62,382 -8%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$36.8M +$33.3M +646,597 +1,608%
Goldman Sachs
24
Goldman Sachs
New York
$34.2M +$16.1M +311,662 +96%
AssetMark Inc
25
AssetMark Inc
California
$30.1M -$12.3M -239,351 -30%

XLC Hedge Fund Activity: Q4 2019 in Review

423 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street Communication Services Select Sector SPDR ETF (XLC) for Q4 2019, worth a combined $5.81B — up 9.9% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new XLC positions and 26 closed out — a net gain of 91 holders — while 149 added to existing stakes and 108 trimmed.

The largest buyer was Bank of America, adding an estimated $197M. The largest seller was Squarepoint, exiting entirely with an estimated $161M sold.

  • 423 institutional investors held State Street Communication Services Select Sector SPDR ETF (XLC) as of Q4 2019, up from 344 in Q3 2019.
  • Funds reported $5.81B of State Street Communication Services Select Sector SPDR ETF stock for Q4 2019, up 9.9% quarter-over-quarter.
  • 117 funds opened new State Street Communication Services Select Sector SPDR ETF positions in Q4 2019 and 26 closed out, a net change of +91 holders.
  • The largest State Street Communication Services Select Sector SPDR ETF buyer in Q4 2019 was Bank of America, an estimated $197M added.
  • The largest State Street Communication Services Select Sector SPDR ETF seller in Q4 2019 was Squarepoint, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2019.