State Street Utilities Select Sector SPDR ETF
534 hedge funds and large institutions have $6.26B invested in State Street Utilities Select Sector SPDR ETF in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 43 closing their positions.
35% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 43
2% more funds holding
Funds holding: 524 → 534 (+10)
3% less capital invested
Capital invested by funds: $6.49B → $6.26B (-$225M)
8.87% less ownership
Funds ownership: 158.23% → 149.36% (-8.9%)
9% less funds holding in top 10
Funds holding in top 10: 44 → 40 (-4)
16% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 210
34% less call options, than puts
Call options by funds: $818M | Put options by funds: $1.23B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$96M |
| 2 |
Citigroup
New York
|
+$82.2M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$50.2M |
| 4 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
+$49.3M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$44.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$123M |
| 2 |
Morgan Stanley
New York
|
-$90M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$65.8M |
| 4 |
Goldman Sachs
New York
|
-$64M |
| 5 |
LPL Financial
San Diego,
California
|
-$59.6M |
XLU Hedge Fund Activity: Q2 2016 in Review
534 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2016, worth a combined $6.26B — down 3.5% from $6.49B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new XLU positions and 43 closed out — a net gain of 15 holders — while 177 added to existing stakes and 210 trimmed.
The largest buyer was Bank of America, adding an estimated $96M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $123M sold.
- 534 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2016, up from 524 in Q1 2016.
- Funds reported $6.26B of State Street Utilities Select Sector SPDR ETF stock for Q2 2016, down 3.5% quarter-over-quarter.
- 58 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2016 and 43 closed out, a net change of +15 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2016 was Bank of America, an estimated $96M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2016 was Tredje AP-fonden, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2016.