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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
SGC
276
South Georgia Capital
Illinois
$103K +$101K +2,400 New
MAS
277
Madden Advisory Services
Florida
$99K -$10.3K -245 -10%
RIA
278
Regal Investment Advisors
Michigan
$96K +$71.1K +1,687 +302%
M
279
MOTCO
Texas
$78K
HRIA
280
Haberer Registered Investment Advisor
Ohio
$74K -$21.1K -500 -23%
CMO
281
Covenant Multifamily Offices
Texas
$73K +$71.7K +1,700 New
AF
282
Arrow Financial
New York
$69K -$1.05K -25 -2%
ST
283
Smithfield Trust
Pennsylvania
$62K
FNBT
284
FineMark National Bank & Trust
Florida
$59K +$11.1K +262 +23%
Invesco
285
Invesco
Georgia
$58K -$7.46K -177 -12%
LTI
286
Laffer Tengler Investments
Tennessee
$56.8K +$55.8K +1,322 New
RFA
287
Reilly Financial Advisors
California
$52K +$19.3K +458 +60%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$44K +$295 +7 +0.7%
PMFA
289
Plante Moran Financial Advisors
Michigan
$43K
Toronto Dominion Bank
290
Toronto Dominion Bank
Ontario, Canada
$41K +$6.33K +150 +19%
BBPWM
291
Blue Bell Private Wealth Management
Pennsylvania
$36K +$35.6K +845 New
MIM
292
Macroview Investment Management
Maryland
$34K
KPCM
293
Kings Point Capital Management
New York
$29K -$4.01K -95 -12%
EWM
294
Evercore Wealth Management
New York
$28K +$27.4K +650 New
SFSIG
295
San Francisco Sentry Investment Group
California
$26K -$5.4K -128 -17%
OIA
296
Optimum Investment Advisors
Illinois
$26K
LNB
297
Ledyard National Bank
$25K
JAM
298
JCIC Asset Management
Ontario, Canada
$24K -$22.1K -525 -49%
KT
299
Kanaly Trust
Texas
$23K +$23K +546 New
TIM
300
Tortoise Investment Management
New York
$22K

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.