State Street Utilities Select Sector SPDR ETF
XLU
524 hedge funds and large institutions have $6.49B invested in State Street Utilities Select Sector SPDR ETF in 2016 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 194 increasing their positions, 139 reducing their positions, and 41 closing their positions.
195% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 41
83% more funds holding in top 10
Funds holding in top 10: 24 → 44 (+20)
40% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 139
35% more capital invested
Capital invested by funds: $4.81B → $6.49B (+$1.67B)
17% more funds holding
Funds holding: 446 → 524 (+78)
7.61% less ownership
Funds ownership: 165.84% → 158.23% (-7.6%)
50% less call options, than puts
Call options by funds: $741M | Put options by funds: $1.48B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$155M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$138M |
| 3 |
Citigroup
New York
|
+$136M |
| 4 |
Goldman Sachs
New York
|
+$125M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$149M |
| 2 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$115M |
| 3 |
JP Morgan Chase
New York
|
-$105M |
| 4 |
Barclays
London,
United Kingdom
|
-$70.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$51.8M |
XLU Hedge Fund Activity: Q1 2016 in Review
524 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2016, worth a combined $6.49B — up 35% from $4.81B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new XLU positions and 41 closed out — a net gain of 80 holders — while 194 added to existing stakes and 139 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $149M.
- 524 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2016, up from 446 in Q4 2015.
- Funds reported $6.49B of State Street Utilities Select Sector SPDR ETF stock for Q1 2016, up 35% quarter-over-quarter.
- 121 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2016 and 41 closed out, a net change of +80 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2016 was Morgan Stanley, an estimated $155M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2016 was BNP Paribas Financial Markets, an estimated $149M sold.
Based on aggregated 13F filings for Q1 2016.