State Street Financial Select Sector SPDR ETF
503 hedge funds and large institutions have $10.4B invested in State Street Financial Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 182 increasing their positions, 142 reducing their positions, and 43 closing their positions.
170% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 43
28% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 142
23% more capital invested
Capital invested by funds: $8.45B → $10.4B (+$1.93B)
16% more funds holding
Funds holding: 434 → 503 (+69)
11% more funds holding in top 10
Funds holding in top 10: 44 → 49 (+5)
8.71% more ownership
Funds ownership: 62.64% → 71.35% (+8.7%)
17% less call options, than puts
Call options by funds: $1.46B | Put options by funds: $1.76B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$480M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$151M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$125M |
| 4 |
Morgan Stanley
New York
|
+$102M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$84.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$324M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$160M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$57.1M |
| 4 |
SG Americas Securities
New York
|
-$56.7M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$48.6M |
XLF Hedge Fund Activity: Q4 2013 in Review
503 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q4 2013, worth a combined $10.4B — up 23% from $8.45B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new XLF positions and 43 closed out — a net gain of 73 holders — while 182 added to existing stakes and 142 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $480M. The largest seller was Credit Suisse, cutting an estimated $324M.
- 503 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q4 2013, up from 434 in Q3 2013.
- Funds reported $10.4B of State Street Financial Select Sector SPDR ETF stock for Q4 2013, up 23% quarter-over-quarter.
- 116 funds opened new State Street Financial Select Sector SPDR ETF positions in Q4 2013 and 43 closed out, a net change of +73 holders.
- The largest State Street Financial Select Sector SPDR ETF buyer in Q4 2013 was JP Morgan Chase, an estimated $480M added.
- The largest State Street Financial Select Sector SPDR ETF seller in Q4 2013 was Credit Suisse, an estimated $324M sold.
Based on aggregated 13F filings for Q4 2013.