State Street Utilities Select Sector SPDR ETF
458 hedge funds and large institutions have $7.22B invested in State Street Utilities Select Sector SPDR ETF in 2014 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 144 increasing their positions, 145 reducing their positions, and 27 closing their positions.
285% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 27
119% more funds holding in top 10
Funds holding in top 10: 16 → 35 (+19)
18% more funds holding
Funds holding: 388 → 458 (+70)
10% more capital invested
Capital invested by funds: $6.57B → $7.22B (+$646M)
1% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 145
34.87% less ownership
Funds ownership: 235.03% → 200.15% (-35%)
82% less call options, than puts
Call options by funds: $165M | Put options by funds: $904M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$587M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$158M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$97.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$85.9M |
| 5 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$82.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$453M |
| 2 |
Morgan Stanley
New York
|
-$398M |
| 3 |
JP Morgan Chase
New York
|
-$219M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$196M |
| 5 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$186M |
XLU Hedge Fund Activity: Q4 2014 in Review
458 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q4 2014, worth a combined $7.22B — up 9.8% from $6.57B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new XLU positions and 27 closed out — a net gain of 77 holders — while 144 added to existing stakes and 145 trimmed.
The largest buyer was Euclid Advisors, opening a new position worth an estimated $587M. The largest seller was Goldman Sachs, cutting an estimated $453M.
- 458 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q4 2014, up from 388 in Q3 2014.
- Funds reported $7.22B of State Street Utilities Select Sector SPDR ETF stock for Q4 2014, up 9.8% quarter-over-quarter.
- 104 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q4 2014 and 27 closed out, a net change of +77 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q4 2014 was Euclid Advisors, an estimated $587M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q4 2014 was Goldman Sachs, an estimated $453M sold.
Based on aggregated 13F filings for Q4 2014.