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State Street Industrial Select Sector SPDR ETF

410 hedge funds and large institutions have $7.23B invested in State Street Industrial Select Sector SPDR ETF in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 140 increasing their positions, 127 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 42

13% more funds holding

Funds holding: 363410 (+47)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

10% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 127

1% less capital invested

Capital invested by funds: $7.32B → $7.23B (-$92.3M)

7.22% less ownership

Funds ownership: 85.03%77.81% (-7.2%)

72% less call options, than puts

Call options by funds: $223M | Put options by funds: $804M

Holders
410
Holders Change
+47
Holders Change %
+12.95%
% of All Funds
10.93%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.85%
New
95
Increased
140
Reduced
127
Closed
42
Calls
$223M
Puts
$804M
Net Calls
-$581M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
301
Torch Wealth Management
Ohio
$362K +$41.2K +750 +13%
BBPWM
302
Blue Bell Private Wealth Management
Pennsylvania
$356K -$8.24K -150 -2%
DI
303
Diligent Investors
California
$349K +$341K +6,200 New
SJIM
304
St. Johns Investment Management
Florida
$344K
SMC
305
Smith, Moore & Co
Missouri
$342K
Fidelity International
306
Fidelity International
Bermuda
$340K +$331K +6,016 New
HRIA
307
Haberer Registered Investment Advisor
Ohio
$330K -$50.6K -920 -14%
FIM
308
Freedom Investment Management
Connecticut
$324K +$314K +5,720 New
PFS
309
Prospera Financial Services
Texas
$316K +$306K +5,577 New
PAM
310
Peak Asset Management
Colorado
$316K +$307K +5,579 New
RFC
311
Russell Frank Company
Washington
$310K -$74.6K -1,358 -20%
MA
312
Montag & Associates
Georgia
$308K +$48.2K +878 +19%
AW
313
ACG Wealth
Georgia
$299K +$1.04K +19 +0.4%
SS
314
Simplicity Solutions
Minnesota
$295K +$287K +5,216 New
SPC
315
Sigma Planning Corp
Michigan
$284K +$276K +5,023 New
FAG
316
Financial Advisory Group
Texas
$283K
WB
317
WesBanco Bank
West Virginia
$276K +$10.2K +185 +4%
Neuberger Berman Group
318
Neuberger Berman Group
New York
$273K +$8.41K +153 +3%
Canada Life
319
Canada Life
Manitoba, Canada
$269K
UB
320
UMB Bank
Missouri
$256K
GH
321
GAM Holding
Switzerland
$255K -$4.46M -81,100 -95%
CB
322
Chemical Bank
Michigan
$254K +$247K +4,489 New
HFS
323
HL Financial Services
Kentucky
$250K +$21.6K +394 +10%
PFG
324
Pacific Financial Group
Washington
$248K +$241K +4,388 New
LW
325
Linscomb Wealth
Texas
$245K -$24.8K -451 -9%

XLI Hedge Fund Activity: Q4 2014 in Review

410 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2014, worth a combined $7.23B — down 1.3% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 42 closed out — a net gain of 53 holders — while 140 added to existing stakes and 127 trimmed.

The largest buyer was Churchill Management, adding an estimated $134M. The largest seller was Euclid Advisors, exiting entirely with an estimated $557M sold.

  • 410 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2014, up from 363 in Q3 2014.
  • Funds reported $7.23B of State Street Industrial Select Sector SPDR ETF stock for Q4 2014, down 1.3% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2014 and 42 closed out, a net change of +53 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2014 was Churchill Management, an estimated $134M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2014 was Euclid Advisors, an estimated $557M sold.

Based on aggregated 13F filings for Q4 2014.