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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
BTS
26
BB&T Securities
Virginia
$39.1M -$3.16M -57,469 -45%
SG
27
Swarthmore Group
Pennsylvania
$36M +$35M +637,000 New
RMPT
28
Raytheon Master Pension Trust
Massachusetts
$35.1M +$34.1M +620,677 New
BFA
29
Beaumont Financial Advisors
Massachusetts
$34.7M +$848K +15,440 +3%
KWILP
30
Kiwi Wealth Investments Limited Partnership
New Zealand
$32.6M +$1.28M +23,234 +4%
GA
31
Giralda Advisors
New York
$29.7M -$2.03M -37,000 -7%
PI
32
Putnam Investments
Massachusetts
$27.1M +$5.42M +98,622 +26%
US Bancorp
33
US Bancorp
Minnesota
$26.9M +$176K +3,211 +0.7%
MM
34
Main Management
California
$25.2M +$642K +11,685 +3%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$23.1M +$666K +12,118 +3%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$18.2M -$3.68K -67 -0%
SEIA
37
Signature Estate & Investment Advisors
California
$17.9M +$1.1M +20,024 +7%
AH
38
Achievement Holdings
Illinois
$17.9M +$17.4M +316,000 New
CNB
39
City National Bank
California
$17.7M -$770K -14,007 -4%
KHLMTHM
40
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$16.8M +$16.3M +297,062 New
AWE
41
Avidian Wealth Enterprises
Texas
$16.5M +$1.52M +27,610 +10%
ONB
42
Old National Bancorp
Indiana
$15.2M -$3.41M -62,019 -19%
RJA
43
Raymond James & Associates
Florida
$15M +$6.52M +118,632 +81%
BWM
44
Biltmore Wealth Management
Arizona
$14.9M +$14.5M +263,049 New
Nomura Holdings
45
Nomura Holdings
Japan
$14.7M -$1.77M -32,237 -11%
Hudson Bay Capital Management
46
Hudson Bay Capital Management
Connecticut
$14.3M +$14.3M +260,000 New
B
47
Baird
Wisconsin
$14.3M +$12.1M +220,847 +712%
BHB
48
Bank Hapoalim BM
Israel
$14.1M -$505K -9,183 -4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$13.8M +$3.4M +61,894 +34%
NYLIM
50
New York Life Investment Management
New York
$13.8M +$8.8M +160,163 +193%

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.