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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
FNBOH
151
First National Bank of Hutchinson
Kansas
$1.5M -$76.8K -1,820 -5%
DADC
152
D.A. Davidson & Co
Montana
$1.49M +$1.4M +33,107 +1,972%
NB
153
NBT Bank
New York
$1.42M -$46.4K -1,101 -3%
KeyBank National Association
154
KeyBank National Association
Ohio
$1.41M +$369K +8,748 +36%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$1.4M -$60.9K -1,444 -4%
IFA
156
Interactive Financial Advisors
Illinois
$1.39M +$317K +7,510 +30%
AIM
157
Acropolis Investment Management
Missouri
$1.34M -$184K -4,355 -12%
MCM
158
Murphy Capital Management
New Jersey
$1.33M -$28.5K -675 -2%
Verition Fund Management
159
Verition Fund Management
Connecticut
$1.32M +$1.3M +30,795 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$1.32M -$90.1K -2,137 -6%
FTI
161
Fiduciary Trust International
Massachusetts
$1.32M -$890K -21,099 -41%
CCM
162
Chilton Capital Management
Texas
$1.26M +$319K +7,571 +35%
JIC
163
Johnson Investment Counsel
Ohio
$1.22M -$189K -4,490 -14%
PAG
164
Private Advisor Group
New Jersey
$1.21M +$1.19M +28,105 New
NCM
165
Nelson Capital Management
California
$1.16M -$12K -285 -1%
SSWM
166
Smith Salley Wealth Management
North Carolina
$1.15M -$1.69K -40 -0.1%
IH
167
IFC Holdings
Florida
$1.09M -$932K -22,106 -46%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$1.09M +$174K +4,133 +19%
ICAS
169
Investors Capital Advisory Services
Massachusetts
$1.07M +$184K +4,363 +21%
TPP
170
Triangle Peak Partners
California
$1.06M +$1.04M +24,558 New
AUIM
171
Aegon USA Investment Management
Iowa
$1.03M +$296K +7,030 +41%
TTWM
172
TCV Trust & Wealth Management
Virginia
$1.03M +$11.1K +264 +1%
BAC
173
Boys Arnold & Co
North Carolina
$1.01M +$244K +5,795 +33%
B
174
Baird
Wisconsin
$958K +$315K +7,471 +50%
PWAP
175
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$957K -$109K -2,587 -10%

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.