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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

434 hedge funds and large institutions have $8.45B invested in Financial Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 193 increasing their positions, 117 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
–
Holders Change %
0%
% of All Funds
14.08%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
1.43%
New
61
Increased
193
Reduced
117
Closed
58
Calls
$1.77B
Puts
$3.78B
Net Calls
-$2.01B
Net Calls Change
-$921M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$694M
2
EA
2
Euclid Advisors
Connecticut
$339M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$364M
4
CSIA
4
Charles Schwab Investment Advisory
California
$68M
5
Ameriprise
5
Ameriprise
Minnesota
$174M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$235M
2
Morgan Stanley
2
Morgan Stanley
New York
$645M
3
Barclays
3
Barclays
United Kingdom
$80.6M
4
CANY
4
Caxton Associates (New York)
New York
$0
5
CA
5
Commerzbank Aktiengesellschaft
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
326
Ifrah Financial Services
Arkansas
$342K -$4.65K -266 -1%
ACM
327
Aviance Capital Management
Florida
$336K +$257K +14,685 +325%
JIC
328
Johnson Investment Counsel
Ohio
$334K +$18.9K +1,083 +6%
VWM
329
Valley Wealth Managers
New Jersey
$330K +$8.96K +513 +3%
AAS
330
Annex Advisory Services
Wisconsin
$329K -$37.2K -2,134 -10%
KFS
331
KMS Financial Services
Washington
$320K -$300K -17,147 -48%
RW
332
Rand Wealth
Maryland
$312K – – –
CIC
333
Carnegie Investment Counsel
Ohio
$312K +$55.1K +3,149 +21%
Brown Advisory
334
Brown Advisory
Maryland
$311K +$218K +12,456 +234%
BF
335
BOK Financial
Oklahoma
$308K +$308K +17,600 New
HIM
336
Hanlon Investment Management
New Jersey
$306K +$306K +17,509 New
EWA
337
Exencial Wealth Advisors
Oklahoma
$305K +$522 +29 +0.2%
HCM
338
Highbridge Capital Management
New York
$303K +$303K +17,315 New
HPC
339
HM Payson & Co
Maine
$301K – – –
SBH
340
Segall Bryant & Hamill
Illinois
$299K – – –
PPA
341
Parametric Portfolio Associates
Washington
$297K -$437 -25 -0.1%
ACM
342
Argentus Capital Management
Texas
$294K -$1.42M -81,047 -83%
Macquarie Group
343
Macquarie Group
Australia
$285K +$12.7K +724 +5%
TIM
344
Thornburg Investment Management
New Mexico
$284K +$284K +16,266 New
PAI
345
Pittenger & Anderson Inc
Nebraska
$283K +$21.4K +1,224 +8%
SNT
346
Security National Trust
West Virginia
$282K – – –
BAS
347
Brown Advisory Securities
Maryland
$279K +$34.4K +1,975 +14%
TCM
348
Telos Capital Management
California
$272K +$272K +15,561 New
AF
349
Arrow Financial
New York
$271K +$36.3K +2,074 +15%
PCM
350
Parsons Capital Management
Rhode Island
$267K +$3.28K +188 +1%
12 13
14
15 16