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Financial Select Sector SPDR Fund

814 hedge funds and large institutions have $16.7B invested in Financial Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 287 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
20.32%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
2.17%
New
84
Increased
339
Reduced
287
Closed
60
Calls
$3.75B
Puts
$4.26B
Net Calls
-$508M
Net Calls Change
+$902M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.13B +$1.05B +40,469,142 +50%
Wells Fargo
2
Wells Fargo
California
$1.12B -$15.6M -602,588 -1%
Morgan Stanley
3
Morgan Stanley
New York
$1.12B -$180M -6,949,932 -14%
UBS Group
4
UBS Group
Switzerland
$731M +$62.7M +2,424,276 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$580M -$23.1M -892,342 -4%
Goldman Sachs
6
Goldman Sachs
New York
$546M -$22.1M -855,872 -4%
QIM
7
Quantitative Investment Management
Virginia
$534M +$312M +12,048,100 +140%
BlackRock
8
BlackRock
New York
$466M +$164M +6,325,000 +54%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$422M +$78.2M +3,037,294 +23%
CI
10
Clal Insurance
Israel
$339M +$4M +154,470 +1%
SGI
11
Swan Global Investments
Colorado
$336M +$19.3M +750,020 +6%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$315M +$67M +2,590,493 +27%
Citigroup
13
Citigroup
New York
$218M +$121M +4,662,894 +124%
Ameriprise
14
Ameriprise
Minnesota
$215M -$67.8M -2,622,336 -24%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$195M +$195M +7,561,466 +105,755%
Barclays
16
Barclays
United Kingdom
$190M +$69.5M +2,688,217 +58%
LPL Financial
17
LPL Financial
California
$175M +$38M +1,470,410 +28%
PAG
18
Pinnacle Advisory Group
Maryland
$162M +$47.6M +1,840,000 +42%
Franklin Resources
19
Franklin Resources
California
$157M -$11.5M -444,575 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$137M +$5.2M +200,995 +4%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$132M +$2.43M +94,017 +2%
CM
22
Churchill Management
California
$121M +$8.14M +314,763 +7%
N
23
Natixis
France
$121M +$10.3M +401,745 +9%
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
$117M -$36.9M -1,427,872 -24%
LMIM
25
Lockheed Martin Investment Management
Maryland
$112M -$3.92M -151,398 -3%