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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
FSIM
426
F-Squared Investment Management
Massachusetts
-$4.54M -85,489 Closed
EM
427
EnTrustPermal Management
New York
-$3.62M -68,100 Closed
TPSF
428
Texas Permanent School Fund
Texas
-$3.44M -64,676 Closed
TH
429
Timber Hill
Connecticut
-$2.7M -49,163 Closed
PRCM
430
Pine River Capital Management
Minnesota
-$1.8M -33,930 Closed
Capital Fund Management (CFM)
431
Capital Fund Management (CFM)
France
-$1.85M -33,659 Closed
Invesco
432
Invesco
Georgia
-$1.46M -27,479 Closed
KC
433
Kingfisher Capital
North Carolina
-$1.45M -27,267 Closed
S
434
SignatureFD
Georgia
-$1.1M -20,750 Closed
FIG
435
Fortress Investment Group
New York
-$747K -14,034 Closed
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
-$643K -12,094 Closed
DAS
437
Dynamic Advisor Solutions
Arizona
-$620K -11,666 Closed
WCM
438
Weatherstone Capital Management
Colorado
-$415K -7,815 Closed
STIA
439
Stone Toro Investment Advisers
New Jersey
-$383K -7,200 Closed
SI
440
SII Investments
Wisconsin
-$331K -6,247 Closed
BF
441
BOK Financial
Oklahoma
-$289K -5,447 Closed
MSU
442
Maple Securities USA
New Jersey
-$250K -4,700 Closed
PP
443
Pension Partners
New York
-$247K -4,649 Closed
MBT
444
Montecito Bank & Trust
California
-$222K -4,184 Closed
RCM
445
Rivernorth Capital Management
Florida
-$216K -4,056 Closed
JT
446
Jump Trading
Illinois
-$188K -3,425 Closed
SFSIG
447
San Francisco Sentry Investment Group
California
-$96K -1,797 Closed
FNYS
448
First New York Securities
New York
-$21.2K -399 Closed
W
449
Wealthfront
California
-$10K -184 Closed
TF
450
Tompkins Financial
New York
-$9K -170 Closed

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.