State Street Utilities Select Sector SPDR ETF
446 hedge funds and large institutions have $4.65B invested in State Street Utilities Select Sector SPDR ETF in 2015 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 153 increasing their positions, 161 reducing their positions, and 53 closing their positions.
25% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 53
2% more funds holding
Funds holding: 437 → 446 (+9)
5% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 161
4.77% less ownership
Funds ownership: 164.79% → 160.02% (-4.8%)
14% less capital invested
Capital invested by funds: $5.38B → $4.65B (-$735M)
27% less funds holding in top 10
Funds holding in top 10: 33 → 24 (-9)
76% less call options, than puts
Call options by funds: $148M | Put options by funds: $609M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$235M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$54.3M |
| 3 |
Morgan Stanley
New York
|
+$51.4M |
| 4 |
P
PhaseCapital
New York
|
+$38.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$347M |
| 2 |
Goldman Sachs
New York
|
-$247M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$187M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$82.1M |
| 5 |
Barclays
London,
United Kingdom
|
-$69.7M |
XLU Hedge Fund Activity: Q4 2015 in Review
446 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q4 2015, worth a combined $4.65B — down 14% from $5.38B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new XLU positions and 53 closed out — a net gain of 13 holders — while 153 added to existing stakes and 161 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $235M. The largest seller was Commerzbank Aktiengesellschaft, cutting an estimated $347M.
- 446 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q4 2015, up from 437 in Q3 2015.
- Funds reported $4.65B of State Street Utilities Select Sector SPDR ETF stock for Q4 2015, down 14% quarter-over-quarter.
- 66 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q4 2015 and 53 closed out, a net change of +13 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q4 2015 was JP Morgan Chase, an estimated $235M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q4 2015 was Commerzbank Aktiengesellschaft, an estimated $347M sold.
Based on aggregated 13F filings for Q4 2015.