State Street Industrial Select Sector SPDR ETF
371 hedge funds and large institutions have $8.72B invested in State Street Industrial Select Sector SPDR ETF in 2014 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 38 closing their positions.
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
16% more funds holding in top 10
Funds holding in top 10: 32 → 37 (+5)
2% more funds holding
Funds holding: 363 → 371 (+8)
5% more capital invested
Capital invested by funds: $8.33B → $8.72B (+$383M)
7% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 141
12.96% less ownership
Funds ownership: 95.55% → 82.59% (-13%)
21% less call options, than puts
Call options by funds: $303M | Put options by funds: $383M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$331M |
| 2 |
MCM
MKP Capital Management
New York
|
+$246M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$179M |
| 4 |
Barclays
London,
United Kingdom
|
+$122M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$366M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$344M |
| 3 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$214M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$137M |
| 5 |
JP Morgan Chase
New York
|
-$98.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Bessemer Group
Woodbridge,
New Jersey
| – | -$21K | -400 | Closed |
|
|
EAMA
402
EFG Asset Management (Americas)
Miami,
Florida
| – | -$19K | -369 | Closed |
|
403
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$6K | -100 | Closed |
|
|
ECM
404
ETrade Capital Management
Arlington,
Virginia
| – | -$5K | -96 | Closed |
|
|
JFGIW
405
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$4K | -75 | Closed |
|
|
HCC
406
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$3K | -60 | Closed |
|
|
IWC
407
Integrated Wealth Counsel
Carmel,
California
| – | -$2K | -40 | Closed |
|
408
Citadel Advisors
Miami,
Florida
| – | -$534 | -10 | Closed |
|
XLI Hedge Fund Activity: Q2 2014 in Review
371 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2014, worth a combined $8.72B — up 4.6% from $8.33B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new XLI positions and 38 closed out — a net gain of 10 holders — while 131 added to existing stakes and 141 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $366M.
- 371 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2014, up from 363 in Q1 2014.
- Funds reported $8.72B of State Street Industrial Select Sector SPDR ETF stock for Q2 2014, up 4.6% quarter-over-quarter.
- 48 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2014 and 38 closed out, a net change of +10 holders.
- The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2014 was Goldman Sachs, an estimated $331M added.
- The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2014 was Morgan Stanley, an estimated $366M sold.
Based on aggregated 13F filings for Q2 2014.