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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
ASN
351
Advisory Services Network
Georgia
$105K +$105K +1,903 New
MA
352
MUFG Americas
New York
$96K -$16.5K -300 -15%
M
353
MOTCO
Texas
$96K
WOC
354
West Oak Capital
California
$95.6K
MCM
355
Manchester Capital Management
Vermont
$90K
WA
356
WFG Advisors
Texas
$70K -$22K -401 -24%
Parallax Volatility Advisers
357
Parallax Volatility Advisers
California
$68K -$2.23M -40,524 -97%
Victory Capital Management
358
Victory Capital Management
Texas
$66K +$64K +1,165 New
MAM
359
Meeder Asset Management
Ohio
$63K +$38.7K +705 +170%
CTB
360
Country Trust Bank
Illinois
$62.4K +$30.7K +558 +102%
EAMA
361
EFG Asset Management (Americas)
Florida
$57K +$20.9K +380 +61%
SF
362
Synovus Financial
Georgia
$55K -$1.02M -18,597 -95%
RCG
363
Ruggie Capital Group
Florida
$55K +$55.3K +1,006 New
CTC
364
Central Trust Company
Missouri
$52K -$8.24K -150 -14%
BPBT
365
Boston Private Bank & Trust
Massachusetts
$50K
EWM
366
Edge Wealth Management
New York
$45K +$43.8K +797 New
BC
367
Bartlett & Co
Ohio
$43K
JFA
368
JNBA Financial Advisors
Minnesota
$42K
CFSG
369
Community Financial Services Group
Vermont
$42K +$40.5K +737 New
CIM
370
Contravisory Investment Management
Massachusetts
$41K +$15.7K +285 +65%
Loomis, Sayles & Company
371
Loomis, Sayles & Company
Massachusetts
$40K
DSC
372
Duncker Streett & Co
Missouri
$34K
SGC
373
South Georgia Capital
Illinois
$30K
KT
374
Kanaly Trust
Texas
$29K
QAM
375
QCI Asset Management
New York
$29K +$28.1K +512 New

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.