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State Street Industrial Select Sector SPDR ETF

560 hedge funds and large institutions have $8.82B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 201 increasing their positions, 202 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

12% more capital invested

Capital invested by funds: $7.88B → $8.82B (+$941M)

9.84% more ownership

Funds ownership: 73.23%83.07% (+9.8%)

3% more funds holding

Funds holding: 546560 (+14)

0% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 202

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

56% less call options, than puts

Call options by funds: $410M | Put options by funds: $925M

Holders
560
Holders Change
+14
Holders Change %
+2.56%
% of All Funds
13.96%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.92%
New
67
Increased
201
Reduced
202
Closed
46
Calls
$410M
Puts
$925M
Net Calls
-$515M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.15B +$748M +10,872,023 +56%
Wells Fargo
2
Wells Fargo
California
$671M -$38.1M -553,332 -6%
UBS Group
3
UBS Group
Switzerland
$594M +$67.6M +982,932 +13%
Morgan Stanley
4
Morgan Stanley
New York
$519M -$65.6M -953,295 -12%
SGI
5
Swan Global Investments
Colorado
$402M +$22.6M +329,252 +6%
Goldman Sachs
6
Goldman Sachs
New York
$369M -$257M -3,737,794 -42%
Citigroup
7
Citigroup
New York
$282M -$41.4M -601,371 -13%
QIM
8
Quantitative Investment Management
Virginia
$189M +$159M +2,317,300 +682%
BlackRock
9
BlackRock
New York
$188M +$13.8M +200,077 +8%
Ameriprise
10
Ameriprise
Minnesota
$152M -$47.3M -687,042 -24%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$141M -$21.7M -315,310 -14%
LPL Financial
12
LPL Financial
California
$136M +$2.58M +37,529 +2%
NLI
13
Nippon Life Insurance
Japan
$132M
State Street
14
State Street
Massachusetts
$128M -$2.5M -36,381 -2%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$119M +$40.4M +587,900 +54%
PAG
16
Pinnacle Advisory Group
Maryland
$91.2M +$10.3M +149,171 +13%
LMIM
17
Lockheed Martin Investment Management
Maryland
$90.9M -$2.06M -30,000 -2%
NMIFOAC
18
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$86.6M +$83.9M +1,220,000 New
UBS AM
19
UBS AM
Illinois
$85.4M +$3.93M +57,129 +5%
CS
20
Credit Suisse
Switzerland
$82.3M +$43.1M +626,747 +118%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$71.5M +$37.8M +550,000 +120%
JP Morgan Chase
22
JP Morgan Chase
New York
$70.9M +$56.3M +817,939 +447%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$65.5M +$261M +3,787,928 +640%
CM
24
Churchill Management
California
$56.4M +$3.77M +54,749 +7%
N
25
Natixis
France
$48.7M +$282K +4,097 +0.6%

XLI Hedge Fund Activity: Q3 2017 in Review

560 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2017, worth a combined $8.82B — up 12% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new XLI positions and 46 closed out — a net gain of 21 holders — while 201 added to existing stakes and 202 trimmed.

The largest buyer was Bank of America, adding an estimated $748M. The largest seller was Goldman Sachs, cutting an estimated $257M.

  • 560 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2017, up from 546 in Q2 2017.
  • Funds reported $8.82B of State Street Industrial Select Sector SPDR ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2017 and 46 closed out, a net change of +21 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2017 was Bank of America, an estimated $748M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2017 was Goldman Sachs, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2017.