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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
Northern Trust
76
Northern Trust
Illinois
$7.4M +$441K +8,033 +7%
V
77
Veritable
Delaware
$7.3M +$20.6K +374 +0.3%
AAS
78
Annex Advisory Services
Wisconsin
$7.2M -$9.55M -173,729 -58%
FPCM
79
Financial Partners Capital Management
New York
$7.16M -$531K -9,665 -7%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$6.56M +$397K +7,229 +7%
GC
81
Guggenheim Capital
Illinois
$6.53M -$6.24M -113,500 -50%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$6.5M +$457K +8,323 +8%
UFA
83
US Financial Advisors
Massachusetts
$6.43M +$6.24M +113,631 New
CIM
84
Confluence Investment Management
Missouri
$6.31M -$89.7K -1,633 -1%
WF
85
WealthTrust Fairport
Ohio
$6.17M +$243K +4,431 +4%
CI
86
Chartist Inc
California
$6.16M -$125K -2,269 -2%
TFA
87
Toth Financial Advisory
Virginia
$6.04M +$244K +4,436 +4%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$6.01M -$138K -2,510 -2%
Natixis Advisors
89
Natixis Advisors
Massachusetts
$5.85M -$193K -3,521 -3%
UAS
90
United Asset Strategies
New York
$5.82M +$245K +4,450 +5%
HW
91
Hancock Whitney
Mississippi
$5.74M +$5.57M +101,407 New
RFC
92
Regions Financial Corp
Alabama
$5.74M -$114K -2,075 -2%
MCM
93
MV Capital Management
Maryland
$5.64M +$5.48M +99,762 New
CPS
94
Counsel Portfolio Services
Ontario, Canada
$5.23M +$271K +4,926 +6%
AIP
95
ARS Investment Partners
New York
$5.21M +$94.3K +1,716 +2%
CC
96
Callan Capital
California
$4.92M +$81.6K +1,485 +2%
BCM
97
BlueCrest Capital Management
Jersey
$4.91M +$4.77M +86,740 New
JCM
98
Janney Capital Management
Pennsylvania
$4.9M -$808K -14,700 -15%
LPC
99
Loeb Partners Corp
New York
$4.73M -$981K -17,860 -18%
CCMH
100
Cornerstone Capital Management Holdings
New York
$4.72M +$3.11M +56,602 +212%

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.