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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
ACM
176
Alethea Capital Management
Washington
$1.44M +$1.4M +25,524 New
GEM
177
Global Endowment Management
North Carolina
$1.44M
WAS
178
Winch Advisory Services
Wisconsin
$1.42M +$1.38M +25,112 New
DA
179
DSC Advisors
Illinois
$1.42M -$42.1K -766 -3%
UCFA
180
United Capital Financial Advisors
Texas
$1.4M +$1.03M +18,716 +314%
ABC
181
Associated Banc-Corp
Wisconsin
$1.37M +$47.5K +865 +4%
NAM
182
NTV Asset Management
West Virginia
$1.36M -$137K -2,500 -9%
CPA
183
Capital Planning Advisors
California
$1.35M +$1.31M +23,919 New
SSB
184
Sandy Spring Bank
Maryland
$1.33M +$57.3K +1,042 +5%
VBCP
185
Vollero Beach Capital Partners
New York
$1.33M +$1.29M +23,507 New
NCM
186
Nelson Capital Management
California
$1.31M +$39K +710 +3%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$1.3M +$43.5K +791 +4%
AUIM
188
Aegon USA Investment Management
Iowa
$1.29M -$24.9K -453 -2%
PI
189
Placemark Investments
Illinois
$1.28M +$777K +14,139 +167%
CFB
190
Cullen/Frost Bankers
Texas
$1.24M -$119K -2,160 -9%
OC
191
Oppenheimer & Co
New York
$1.22M +$207K +3,767 +21%
X
192
Xponance
Pennsylvania
$1.18M
Jones Financial Companies
193
Jones Financial Companies
Missouri
$1.18M +$1.14M +20,830 New
MBT
194
Monroe Bank & Trust
Michigan
$1.17M +$20.1K +366 +2%
HighTower Advisors
195
HighTower Advisors
Illinois
$1.16M -$943K -17,153 -45%
CWM
196
Concert Wealth Management
California
$1.16M +$63.2K +1,150 +6%
CCM
197
Condor Capital Management
New Jersey
$1.14M +$120K +2,188 +12%
BCM
198
BBT Capital Management
Texas
$1.13M -$960K -17,470 -47%
NFG
199
Next Financial Group
Texas
$1.13M -$107K -1,940 -9%
SCCM
200
Schafer Cullen Capital Management
New York
$1.12M +$1.09M +19,866 New

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.