XLF icon

Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

612 hedge funds and large institutions have $15.1B invested in Financial Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 228 increasing their positions, 195 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+64
Holders Change %
+11.68%
% of All Funds
16.33%
Holding in Top 10
61
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22%
% of All Funds
1.63%
New
115
Increased
228
Reduced
195
Closed
44
Calls
$1.16B
Puts
$2.41B
Net Calls
-$1.24B
Net Calls Change
-$400M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.2B
2
MAM
Marketfield Asset Management
New York
$348M
3
AA
ALPS Advisors
Colorado
$145M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
$123M
5
Deutsche Bank
Deutsche Bank
Germany
$270M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$27.3M
2
Bank of America
Bank of America
North Carolina
$602M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$69.6M
4
ACJ
Autonomy Capital (Jersey)
Jersey
$92.4M
5
BTS
BB&T Securities
Virginia
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
326
Smith Hayes Advisers
Nebraska
$1.1M +$688K +31,662 +165%
ALA
327
Atherton Lane Advisers
California
$1.08M +$13.7K +631 +1%
ICAS
328
Investors Capital Advisory Services
Massachusetts
$1.07M +$207K +9,542 +24%
LCM
329
Lucas Capital Management
New Jersey
$1.07M +$151K +6,949 +16%
JIP
330
Jaffetilchin Investment Partners
Florida
$1.06M +$5.34K +246 +0.5%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$1.06M +$418K +19,224 +65%
AB
332
AT Bancorp
Iowa
$1.05M – – –
OSNBOA
333
Old Second National Bank of Aurora
Illinois
$1.05M +$1.43K +66 +0.1%
PA
334
Pinnacle Associates
New York
$1.05M +$141K +6,489 +16%
FMBTD
335
First Midwest Bank Trust Division
Illinois
$1.05M +$393K +18,113 +60%
EWM
336
Endurance Wealth Management
Rhode Island
$1.05M +$97K +4,470 +10%
CCG
337
Cypress Capital Group
Florida
$1.04M -$21.6K -996 -2%
WA
338
WFG Advisors
Texas
$1.02M -$115K -5,282 -10%
FC
339
FIC Capital
New York
$1.02M -$51.2K -2,358 -5%
OIA
340
Optimum Investment Advisors
Illinois
$1.02M +$960K +87,799 +1,709%
DCM
341
Donaldson Capital Management
Indiana
$1.01M +$744K +34,289 +283%
DG
342
Davidson & Garrard
Virginia
$1.01M -$94K -4,329 -9%
BCM
343
Boltwood Capital Management
California
$996K +$1.85K +85 +0.2%
CIC
344
Carnegie Investment Counsel
Ohio
$989K +$46K +2,141 +5%
ACM
345
Alethea Capital Management
Washington
$982K +$982K +45,234 New
WAM
346
Weatherly Asset Management
California
$978K +$30.6K +1,412 +3%
SAM
347
Sawgrass Asset Management
Florida
$977K – – –
HFS
348
HL Financial Services
Kentucky
$973K +$303K +13,968 +45%
N
349
Natixis
France
$956K -$1.09M -50,379 -53%
LOCC
350
Lombard Odier & Cie (Canada)
Quebec, Canada
$955K -$3.15M -145,412 -77%
12 13
14
15 16