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State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.24B -$215M -3,036,315 -8%
Goldman Sachs
2
Goldman Sachs
New York
$626M -$216M -3,050,270 -24%
Wells Fargo
3
Wells Fargo
California
$601M +$29.4M +414,706 +5%
Morgan Stanley
4
Morgan Stanley
New York
$596M +$141M +1,995,653 +28%
Citigroup
5
Citigroup
New York
$398M +$122M +1,721,007 +39%
SGI
6
Swan Global Investments
Colorado
$281M -$13.6M -192,350 -4%
UBS Group
7
UBS Group
Switzerland
$235M -$63.8M -899,616 -20%
Ameriprise
8
Ameriprise
Minnesota
$233M -$136M -1,913,328 -35%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$182M +$21.6M +304,300 +12%
RBA
10
Richard Bernstein Advisors
New York
$151M -$3.52M -49,640 -2%
NLI
11
Nippon Life Insurance
Japan
$120M
BlackRock
12
BlackRock
New York
$120M +$43.3M +611,226 +49%
Two Sigma Investments
13
Two Sigma Investments
New York
$104M +$46.3M +654,029 +68%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$103M +$41.5M +585,703 +58%
LPL Financial
15
LPL Financial
California
$101M -$8.24M -116,243 -7%
MB
16
Mizuho Bank
Japan
$86.3M +$48.9M +690,000 +106%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$82.2M +$13.6M +191,897 +18%
N
18
Natixis
France
$76.2M -$1.53M -21,524 -2%
LMIM
19
Lockheed Martin Investment Management
Maryland
$71.9M +$5.05M +71,200 +7%
Nomura Holdings
20
Nomura Holdings
Japan
$70.8M +$71.7M +1,011,856 +1,114%
JP Morgan Chase
21
JP Morgan Chase
New York
$61M -$10.2M -143,848 -13%
PI
22
Putnam Investments
Massachusetts
$57.1M +$36M +507,654 +134%
UBS AM
23
UBS AM
Illinois
$54.7M -$22.1M -311,459 -27%
AII
24
AGF Investments Inc
Ontario, Canada
$52.8M -$5.98M -84,424 -9%
QIM
25
Quantitative Investment Management
Virginia
$46.6M -$18.2M -257,000 -26%

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.