XLF icon

Financial Select Sector SPDR Fund

540 hedge funds and large institutions have $12B invested in Financial Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 238 increasing their positions, 154 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+37
Holders Change %
+7.36%
% of All Funds
15.61%
Holding in Top 10
62
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+26.53%
% of All Funds
1.79%
New
83
Increased
238
Reduced
154
Closed
45
Calls
$1.77B
Puts
$2.4B
Net Calls
-$633M
Net Calls Change
-$333M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
126
ARS Investment Partners
New York
$6.34M +$2.1M +107,281 +50%
MCM
127
Murphy Capital Management
New Jersey
$6.29M +$262K +13,375 +4%
GIM
128
Guild Investment Management
California
$6.28M +$6.28M +320,032 New
V
129
Veritable
Delaware
$6.18M +$73.9K +3,768 +1%
SAMT
130
Select Asset Management & Trust
Pennsylvania
$6.14M +$6.14M +313,265 New
CWA
131
Constellation Wealth Advisors
New York
$6.14M +$2.48M +126,573 +68%
NYLIM
132
New York Life Investment Management
New York
$6.13M -$393K -20,037 -6%
OC
133
Oppenheimer & Co
New York
$6.04M +$913K +46,534 +18%
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$5.88M -$293K -14,946 -5%
WCA
135
Woodbine Capital Advisors
New York
$5.73M -$10.2M -522,298 -64%
LI
136
Longer Investments
Arkansas
$5.68M +$5.68M +289,799 New
BHB
137
Bank Hapoalim BM
Israel
$5.37M -$30.2K -1,548 -0.6%
BCM
138
Bluefin Capital Management
New York
$5.2M +$4M +202,335 +334%
Nuveen Asset Management
139
Nuveen Asset Management
Illinois
$5.14M
HighTower Advisors
140
HighTower Advisors
Illinois
$5.09M -$475K -24,227 -9%
CC
141
Callan Capital
California
$5.06M +$646K +32,937 +15%
PAG
142
Private Advisor Group
New Jersey
$5.05M +$1.46M +74,523 +41%
AIM
143
Assured Investment Management
New York
$5M +$5M +255,164 New
SFT
144
Simmons First Trust
Arkansas
$4.7M +$77K +3,927 +2%
RIG
145
Renaissance Investment Group
Massachusetts
$4.43M -$12.4K -632 -0.3%
MC
146
Martin & Co
Tennessee
$4.38M -$91K -4,642 -2%
CG
147
Colony Group
Massachusetts
$4.36M +$4.3M +219,317 +6,813%
PWAP
148
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.33M +$4.18K +213 +0.1%
FCI
149
Financial Counselors Inc
Kansas
$4.29M +$21.2K +1,082 +0.5%
TFA
150
Toth Financial Advisory
Virginia
$4.27M +$93.3K +4,755 +2%