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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$4.57M -$430K -7,825 -9%
DCC
102
Dow Chemical Company
Michigan
$4.53M -$12.5M -227,007 -74%
HCMNY
103
Howard Capital Management (New York)
New York
$4.44M -$30.7K -559 -0.7%
ACM
104
Aviance Capital Management
Florida
$4.33M -$6.16M -112,104 -59%
MFBTD
105
MB Financial Bank - Trust Department
Illinois
$4.28M -$2.27M -41,384 -35%
DDC
106
Daniel Devine & Co
Florida
$4.26M +$4.13M +75,215 New
Wellington Management Group
107
Wellington Management Group
Massachusetts
$4.07M +$3.96M +72,000 New
Stifel Financial
108
Stifel Financial
Missouri
$4M +$588K +10,706 +18%
KIA
109
KCM Investment Advisors
California
$3.99M +$993K +18,074 +35%
CIA
110
Capital Investment Advisors
Georgia
$3.92M -$95.2K -1,733 -2%
VF
111
Virtu Financial
New York
$3.87M +$3.76M +68,423 New
NI
112
Numeric Investors
Massachusetts
$3.84M +$3.73M +67,900 New
KCM
113
Karp Capital Management
California
$3.72M +$3.61M +65,760 New
MCM
114
Murphy Capital Management
New Jersey
$3.63M +$509K +9,268 +17%
F
115
FolioMetrix
Nebraska
$3.61M +$3.66M +66,662 New
GLA
116
Great Lakes Advisors
Illinois
$3.49M -$9.95K -181 -0.3%
CAM
117
Capstone Asset Management
Texas
$3.45M -$438K -7,971 -12%
DSAM
118
Dock Street Asset Management
Florida
$3.38M -$40.2K -731 -1%
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$3.25M +$996K +18,128 +46%
EP
120
Edgestream Partners
New Jersey
$3.18M -$2.24M -40,852 -42%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$3.17M +$2.76M +50,190 +860%
AIIMS
122
Analyst IMS Investment Management Services
Israel
$3.1M +$3.01M +54,835 New
ACS
123
Archford Capital Strategies
Illinois
$3.08M +$201K +3,650 +7%
TFA
124
Transamerica Financial Advisors
Florida
$3.08M +$2.03M +36,972 +213%
TBA
125
Train Babcock Advisors
New York
$2.97M -$22K -400 -0.8%

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.