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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
PCM
251
Parsons Capital Management
Rhode Island
$272K
AA
252
Apriem Advisors
California
$266K
LS
253
Lattice Strategies
Pennsylvania
$264K
BIM
254
Baldwin Investment Management
Pennsylvania
$258K
SSB
255
Sandy Spring Bank
Maryland
$253K
Truist Financial
256
Truist Financial
North Carolina
$249K -$19.5K -463 -7%
T
257
TradeWorx
New Jersey
$247K +$242K +5,744 New
FAM
258
Foothills Asset Management
Arizona
$245K +$240K +5,699 New
Neuberger Berman Group
259
Neuberger Berman Group
New York
$242K +$17.7K +420 +8%
CIC
260
Chilton Investment Company
Connecticut
$241K +$18K +427 +8%
BSB
261
Bangor Savings Bank
Maine
$232K +$228K +5,402 New
BPM
262
Bowling Portfolio Management
Ohio
$230K +$226K +5,355 New
Bank of New York Mellon
263
Bank of New York Mellon
New York
$229K -$116K -2,751 -34%
ClearBridge Investments
264
ClearBridge Investments
New York
$225K -$50.9K -1,206 -19%
EFS
265
Essex Financial Services
Connecticut
$217K +$213K +5,042 New
CNB
266
City National Bank
California
$215K +$211K +5,008 New
PCMC
267
Paragon Capital Management (Colorado)
Colorado
$213K -$30.6K -725 -13%
CFB
268
Cullen/Frost Bankers
Texas
$211K +$207K +4,916 New
KIG
269
Kessler Investment Group
Indiana
$208K +$204K +4,846 New
MCM
270
Munder Capital Management
Michigan
$203K -$53.1K -1,260 -21%
JG
271
Jefferies Group
New York
$162K -$1.74M -41,172 -92%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$161K +$158K +3,740 New
GC
273
Guggenheim Capital
Illinois
$157K +$114K +2,700 +283%
CAL
274
Capital Analysts LLC
Pennsylvania
$155K +$42.2K +1,000 +38%
MA
275
MCF Advisors
Kentucky
$142K +$928 +22 +0.7%

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.