State Street Utilities Select Sector SPDR ETF
404 hedge funds and large institutions have $7.25B invested in State Street Utilities Select Sector SPDR ETF in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 141 reducing their positions, and 26 closing their positions.
123% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 26
10% more capital invested
Capital invested by funds: $6.56B → $7.25B (+$688M)
8% more funds holding
Funds holding: 375 → 404 (+29)
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
1% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 141
28.11% less ownership
Funds ownership: 238.34% → 210.23% (-28%)
56% less call options, than puts
Call options by funds: $111M | Put options by funds: $251M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$496M |
| 2 |
Goldman Sachs
New York
|
+$265M |
| 3 |
Morgan Stanley
New York
|
+$80.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$73.8M |
| 5 |
JP Morgan Chase
New York
|
+$59.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$748M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$139M |
| 3 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$106M |
| 4 |
MCM
Moore Capital Management
New York
|
-$37.1M |
| 5 |
SG Americas Securities
New York
|
-$30.7M |
XLU Hedge Fund Activity: Q2 2014 in Review
404 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2014, worth a combined $7.25B — up 10% from $6.56B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new XLU positions and 26 closed out — a net gain of 32 holders — while 140 added to existing stakes and 141 trimmed.
The largest buyer was Euclid Advisors, opening a new position worth an estimated $496M. The largest seller was Citigroup, cutting an estimated $748M.
- 404 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2014, up from 375 in Q1 2014.
- Funds reported $7.25B of State Street Utilities Select Sector SPDR ETF stock for Q2 2014, up 10% quarter-over-quarter.
- 58 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2014 and 26 closed out, a net change of +32 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2014 was Euclid Advisors, an estimated $496M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2014 was Citigroup, an estimated $748M sold.
Based on aggregated 13F filings for Q2 2014.