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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
ECM
301
Exchange Capital Management
Michigan
$19K -$3.37K -80 -15%
CCS
302
Crosspoint Capital Strategies
California
$18K +$17.7K +420 New
CP
303
Corbenic Partners
Pennsylvania
$17K
FMB
304
Field & Main Bank
Kentucky
$17K +$16.6K +393 New
CFS
305
Community Financial System
New York
$15K -$21.1K -500 -59%
HR
306
Howe & Rusling
New York
$14K
DSC
307
Duncker Streett & Co
Missouri
$13K
PFSC
308
Peoples Financial Services Corp
Pennsylvania
$13K +$12.4K +295 New
BAM
309
Brave Asset Management
New Jersey
$13K +$12.6K +299 New
TWM
310
Torch Wealth Management
Ohio
$13K +$12.7K +300 New
Schroder Investment Management Group
311
Schroder Investment Management Group
United Kingdom
$12.6K
MWP
312
MYCIO Wealth Partners
Pennsylvania
$12K +$84 +2 +0.7%
ACM
313
Aviance Capital Management
Florida
$12K +$10K +238 +643%
CG
314
Colony Group
Massachusetts
$12K +$12.1K +286 New
CHC
315
City Holding Co
West Virginia
$11K +$10.5K +250 New
TCM
316
Tradewinds Capital Management
Washington
$10K +$9.91K +235 New
WRM
317
Westport Resources Management
Connecticut
$8K
LWM
318
LBA Wealth Management
Florida
$8K +$8.01K +190 New
PTCG
319
Pring Turner Capital Group
California
$7K +$6.5K +154 New
BAM
320
Barrett Asset Management
New York
$6K
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$6K
M&T Bank
322
M&T Bank
New York
$6K
ATC
323
Adirondack Trust Company
New York
$4K
AAC
324
Asset Advisors Corp
Georgia
$3K +$3.16K +75 New
SNT
325
Security National Trust
West Virginia
$2K

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.