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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.

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 Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.45B 64,915,584 -3,409,209 -5%
Morgan Stanley
2
Morgan Stanley
New York
$870M 38,959,647 +1,655,326 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$793M 35,474,972 +11,197,395 +46%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$763M 34,175,199 -538,353 -2%
Wells Fargo
5
Wells Fargo
California
$738M 33,042,004 +6,417,995 +24%
Bank of America
6
Bank of America
North Carolina
$636M 28,447,652 +1,236,516 +5%
EA
7
Euclid Advisors
Connecticut
$628M 28,098,780 +9,409,740 +50%
Ameriprise
8
Ameriprise
Minnesota
$447M 20,014,378 +9,515,776 +91%
CS
9
Credit Suisse
Switzerland
$371M 16,620,102 +15,231,170 +1,097%
U
10
UBS
Switzerland
$294M 13,172,055 +34,291 +0.3%
ACJ
11
Autonomy Capital (Jersey)
Jersey
$241M 10,806,804 -331,000 -3%
BTS
12
BB&T Securities
Virginia
$196M 877,870 +295,236 +51%
PVH
13
Psagot Value Holdings
Israel
$195M 8,719,617 +107,432 +1%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$144M 6,563,230 -624,340 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$142M 6,358,988 +2,131,249 +50%
LMIM
16
Lockheed Martin Investment Management
Maryland
$134M 5,993,900 +1,542,200 +35%
Barclays
17
Barclays
United Kingdom
$130M 5,911,497 +1,895,906 +47%
FSIM
18
F-Squared Investment Management
Massachusetts
$120M 5,382,009 +1,918,602 +55%
SG
19
Swarthmore Group
Pennsylvania
$119M 5,304,650 +1,233,950 +30%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$112M 5,015,046 +562,142 +13%
LPL Financial
21
LPL Financial
California
$108M 4,854,563 +619,824 +15%
UCFA
22
United Capital Financial Advisors
Texas
$100M 4,487,098 +4,409,308 +5,668%
CSIA
23
Charles Schwab Investment Advisory
California
$85.9M 3,846,302 +266,060 +7%
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
$81.2M 3,632,545 +944,928 +35%
PPFA
25
Provida Pension Fund Administrator
Chile
$77.7M 3,476,258 +1,738,129 +100%