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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
Bank of America
1
Bank of America
North Carolina
$2.27B -$14.2M -194,785 -0.6%
Goldman Sachs
2
Goldman Sachs
New York
$767M +$359M +4,927,578 +95%
Wells Fargo
3
Wells Fargo
California
$709M -$5.88M -80,831 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$610M +$54.7M +751,565 +10%
UBS Group
5
UBS Group
Switzerland
$582M -$48.4M -665,300 -8%
SGI
6
Swan Global Investments
Colorado
$417M -$13.4M -184,136 -3%
Citigroup
7
Citigroup
New York
$388M +$83.9M +1,152,533 +29%
BlackRock
8
BlackRock
New York
$185M -$14.6M -200,097 -8%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$182M +$53.4M +734,300 +44%
MB
10
Mizuho Bank
Japan
$166M +$124M +1,700,000 +340%
Ameriprise
11
Ameriprise
Minnesota
$158M -$3.48M -47,850 -2%
LPL Financial
12
LPL Financial
California
$151M +$5.18M +71,207 +4%
NLI
13
Nippon Life Insurance
Japan
$141M
QIM
14
Quantitative Investment Management
Virginia
$127M -$70.9M -973,800 -37%
PAG
15
Pinnacle Advisory Group
Maryland
$117M +$19M +261,047 +20%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$104M +$55.3M +760,191 +124%
CM
17
Churchill Management
California
$95.7M +$34.2M +470,143 +59%
UBS AM
18
UBS AM
Illinois
$94.7M +$3.56M +48,982 +4%
LMIM
19
Lockheed Martin Investment Management
Maryland
$92.8M -$3.94M -54,100 -4%
NMIFOAC
20
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$92.3M
TD Asset Management
21
TD Asset Management
Ontario, Canada
$91.6M +$88M +1,210,000 New
N
22
Natixis
France
$90M +$36.4M +500,000 +73%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$88.2M -$234M -3,213,968 -73%
Jane Street
24
Jane Street
New York
$78.4M +$59.4M +816,680 +373%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$64.2M +$12.6M +173,349 +26%

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.