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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WBH Advisory
Maryland
$5.22M +$779K +10,701 +18%
RFC
127
Regions Financial Corp
Alabama
$5.18M -$248K -3,407 -5%
CIM
128
Confluence Investment Management
Missouri
$5.17M -$112K -1,538 -2%
WAS
129
Winch Advisory Services
Wisconsin
$5.08M +$71.2K +978 +1%
PP
130
Prudential plc
United Kingdom
$5.05M +$4.52M +62,080 +1,335%
KFA
131
Kays Financial Advisory
Georgia
$5.04M +$146K +2,003 +3%
Two Sigma Investments
132
Two Sigma Investments
New York
$4.84M -$31.6M -434,717 -87%
GLA
133
Great Lakes Advisors
Illinois
$4.79M -$61.4K -844 -1%
Wolverine Trading
134
Wolverine Trading
Illinois
$4.74M +$4.56M +62,622 New
Citadel Advisors
135
Citadel Advisors
Florida
$4.69M -$2.61M -35,815 -37%
BCM
136
BlueCrest Capital Management
Jersey
$4.66M +$265K +3,639 +6%
HFS
137
HL Financial Services
Kentucky
$4.62M +$156K +2,140 +4%
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.61M +$60.6K +833 +1%
PWAP
139
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.58M -$52.6K -723 -1%
QFA
140
Quattro Financial Advisors
Texas
$4.48M +$374K +5,141 +10%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$4.48M +$382K +5,251 +10%
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$4.47M
CWM
143
CMH Wealth Management
New Hampshire
$4.42M +$62.2K +855 +1%
SBWM
144
Sunflower Bank Wealth Management
Arizona
$4.38M -$39.5K -543 -0.9%
BRCM
145
Bright Rock Capital Management
Massachusetts
$4.31M
RT
146
Rockland Trust
Massachusetts
$4.31M +$590K +8,104 +17%
BFA
147
Beaumont Financial Advisors
Massachusetts
$4.29M -$647K -8,893 -14%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$4.27M +$2.52M +34,599 +159%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$4.26M +$382K +5,246 +10%
RCP
150
Rothschild Capital Partners
New York
$4.25M +$2.06M +28,314 +102%

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.