State Street Utilities Select Sector SPDR ETF
362 hedge funds and large institutions have $5.45B invested in State Street Utilities Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 103 increasing their positions, 138 reducing their positions, and 45 closing their positions.
78% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 45
71.84% more ownership
Funds ownership: 141.49% → 213.32% (+72%)
62% more funds holding in top 10
Funds holding in top 10: 13 → 21 (+8)
47% more capital invested
Capital invested by funds: $3.71B → $5.45B (+$1.74B)
10% more funds holding
Funds holding: 330 → 362 (+32)
22% less call options, than puts
Call options by funds: $212M | Put options by funds: $270M
25% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$619M |
| 2 |
Goldman Sachs
New York
|
+$473M |
| 3 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
+$344M |
| 4 |
Morgan Stanley
New York
|
+$148M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$58.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$25M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$23.5M |
| 3 |
JP Morgan Chase
New York
|
-$22.3M |
| 4 |
ADEF
Adams Diversified Equity Fund
Baltimore,
Maryland
|
-$19.2M |
| 5 |
MSU
Maple Securities USA
Jersey City,
New Jersey
|
-$17.9M |
XLU Hedge Fund Activity: Q4 2013 in Review
362 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q4 2013, worth a combined $5.45B — up 47% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new XLU positions and 45 closed out — a net gain of 35 holders — while 103 added to existing stakes and 138 trimmed.
The largest buyer was Citigroup, adding an estimated $619M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $25M.
- 362 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q4 2013, up from 330 in Q3 2013.
- Funds reported $5.45B of State Street Utilities Select Sector SPDR ETF stock for Q4 2013, up 47% quarter-over-quarter.
- 80 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q4 2013 and 45 closed out, a net change of +35 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q4 2013 was Citigroup, an estimated $619M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2013.