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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
Bank of America
1
Bank of America
North Carolina
$2.5B +$104M +2,006,744 +4%
Wells Fargo
2
Wells Fargo
California
$384M +$365M +7,051,191 +432%
APF
3
Alaska Permanent Fund
Alaska
$217M +$254M +4,905,891 New
UBS Group
4
UBS Group
Switzerland
$197M +$74.8M +1,445,870 +48%
Morgan Stanley
5
Morgan Stanley
New York
$193M +$46.6M +899,930 +26%
SGI
6
Swan Global Investments
Colorado
$162M -$15.8M -305,392 -8%
BlackRock
7
BlackRock
New York
$142M +$6.11M +118,202 +4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$125M +$15.6M +301,405 +12%
CM
9
Churchill Management
California
$107M -$2.8M -54,142 -2%
MIFH
10
Migdal Insurance & Financial Holdings
Israel
$90.5M +$102M +1,965,000 +2,426%
Truist Financial
11
Truist Financial
North Carolina
$85.6M +$15.6M +301,110 +18%
RJA
12
Raymond James & Associates
Florida
$68.2M +$8.79M +169,857 +12%
WA
13
WestEnd Advisors
North Carolina
$53.3M +$10.8M +208,258 +21%
Barclays
14
Barclays
United Kingdom
$51.4M +$245K +4,745 +0.4%
PAG
15
Pinnacle Advisory Group
Maryland
$50.7M +$5.68M +109,785 +11%
AIL
16
AGF Investments LLC
Ontario, Canada
$45M +$52.4M +1,012,619 +21,499%
AII
17
AGF Investments Inc
Ontario, Canada
$44.8M +$2.54M +49,177 +5%
Ameriprise
18
Ameriprise
Minnesota
$44.4M -$5.92M -114,509 -10%
Goldman Sachs
19
Goldman Sachs
New York
$38.8M +$12.4M +239,227 +38%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$36.7M +$72.4K +1,400 +0.2%
DCC
21
Dow Chemical Company
Michigan
$33.1M +$38.7M +747,353 New
PVH
22
Psagot Value Holdings
Israel
$32.8M +$93.2K +1,802 +0.2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$24.4M +$2.4M +46,313 +9%
LPL Financial
24
LPL Financial
California
$23.1M -$1.24M -24,032 -4%
JP Morgan Chase
25
JP Morgan Chase
New York
$22.9M +$18.3M +353,585 +216%

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.