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State Street Consumer Staples Select Sector SPDR ETF

330 hedge funds and large institutions have $5.29B invested in State Street Consumer Staples Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

155% more funds holding in top 10

Funds holding in top 10: 1128 (+17)

48% more capital invested

Capital invested by funds: $3.56B → $5.29B (+$1.73B)

16% more funds holding

Funds holding: 284330 (+46)

6.96% more ownership

Funds ownership: 67.05%74% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 105

36% less call options, than puts

Call options by funds: $318M | Put options by funds: $494M

Holders
330
Holders Change
+46
Holders Change %
+16.2%
% of All Funds
9.58%
Holding in Top 10
28
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+154.55%
% of All Funds
0.81%
New
79
Increased
111
Reduced
105
Closed
29
Calls
$318M
Puts
$494M
Net Calls
-$176M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Cetera Advisors
Colorado
$365K -$6.24K -148 -2%
LA
227
Lynch & Associates
Indiana
$363K
MIH
228
Madison Investment Holdings
Wisconsin
$356K -$40.9K -970 -10%
SC
229
Scotia Capital
Ontario, Canada
$355K +$87.3K +2,070 +34%
Renaissance Technologies
230
Renaissance Technologies
New York
$352K -$493K -11,700 -59%
HNB
231
Huntington National Bank
Ohio
$338K -$144K -3,415 -30%
B
232
Barings
North Carolina
$337K -$1.74M -41,250 -84%
B
233
Bailard
California
$335K +$328K +7,783 New
RJT
234
Raymond James Trust
Florida
$326K -$12.9K -306 -4%
FFA
235
Fragasso Financial Advisors
Pennsylvania
$318K +$312K +7,395 New
VFS
236
VSR Financial Services
Kansas
$313K +$48.7K +1,154 +19%
WA
237
Winfield Associates
Ohio
$308K +$302K +7,155 New
IAS
238
IMA Advisory Services
Colorado
$306K +$75.1K +1,780 +33%
FHA
239
First Horizon Advisors
Tennessee
$302K
Zurich Cantonal Bank
240
Zurich Cantonal Bank
Switzerland
$301K -$114K -2,700 -28%
DCM
241
Donaldson Capital Management
Indiana
$299K -$2.11K -50 -0.7%
CFC
242
Coyle Financial Counsel
Illinois
$290K +$284K +6,743 New
ASN
243
Advisory Services Network
Georgia
$290K +$285K +6,746 New
HCP
244
Holt Capital Partners
Texas
$290K +$285K +6,753 New
Bessemer Group
245
Bessemer Group
New Jersey
$289K +$127K +3,015 +81%
ICOA
246
Investment Centers of America
North Dakota
$286K -$2.16M -51,279 -88%
BF
247
BOK Financial
Oklahoma
$285K -$57.5K -1,363 -17%
SCM
248
Southport Capital Management
Tennessee
$277K
VWM
249
Valley Wealth Managers
New Jersey
$276K -$44.3K -1,050 -14%
LBC
250
Lowe Brockenbrough & Co
Virginia
$275K -$39.6K -940 -13%

XLP Hedge Fund Activity: Q4 2013 in Review

330 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q4 2013, worth a combined $5.29B — up 48% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new XLP positions and 29 closed out — a net gain of 50 holders — while 111 added to existing stakes and 105 trimmed.

The largest buyer was Euclid Advisors, opening a new position worth an estimated $388M. The largest seller was Credit Suisse, cutting an estimated $76.8M.

  • 330 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q4 2013, up from 284 in Q3 2013.
  • Funds reported $5.29B of State Street Consumer Staples Select Sector SPDR ETF stock for Q4 2013, up 48% quarter-over-quarter.
  • 79 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q4 2013 and 29 closed out, a net change of +50 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q4 2013 was Euclid Advisors, an estimated $388M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q4 2013 was Credit Suisse, an estimated $76.8M sold.

Based on aggregated 13F filings for Q4 2013.