State Street Utilities Select Sector SPDR ETF
375 hedge funds and large institutions have $6.59B invested in State Street Utilities Select Sector SPDR ETF in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 38 closing their positions.
39% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 38
29% more funds holding in top 10
Funds holding in top 10: 21 → 27 (+6)
25.01% more ownership
Funds ownership: 213.32% → 238.34% (+25%)
21% more capital invested
Capital invested by funds: $5.45B → $6.59B (+$1.14B)
13% more call options, than puts
Call options by funds: $219M | Put options by funds: $195M
4% more funds holding
Funds holding: 362 → 375 (+13)
7% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$217M |
| 2 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
+$197M |
| 3 |
Barclays
London,
United Kingdom
|
+$147M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$138M |
| 5 |
Citigroup
New York
|
+$84.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$414M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$150M |
| 3 |
SG Americas Securities
New York
|
-$69.9M |
| 4 |
AF
Ally Financial
Detroit,
Michigan
|
-$19.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$18.9M |
XLU Hedge Fund Activity: Q1 2014 in Review
375 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2014, worth a combined $6.59B — up 21% from $5.45B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new XLU positions and 38 closed out — a net gain of 15 holders — while 139 added to existing stakes and 130 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $217M. The largest seller was Goldman Sachs, cutting an estimated $414M.
- 375 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2014, up from 362 in Q4 2013.
- Funds reported $6.59B of State Street Utilities Select Sector SPDR ETF stock for Q1 2014, up 21% quarter-over-quarter.
- 53 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2014 and 38 closed out, a net change of +15 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2014 was Morgan Stanley, an estimated $217M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2014 was Goldman Sachs, an estimated $414M sold.
Based on aggregated 13F filings for Q1 2014.