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State Street Health Care Select Sector SPDR ETF

614 hedge funds and large institutions have $9.19B invested in State Street Health Care Select Sector SPDR ETF in 2016 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 200 increasing their positions, 187 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 64

21% more call options, than puts

Call options by funds: $888M | Put options by funds: $733M

13% more funds holding

Funds holding: 541614 (+73)

12% more funds holding in top 10

Funds holding in top 10: 4247 (+5)

7% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 187

5% less capital invested

Capital invested by funds: $9.71B → $9.19B (-$519M)

8.51% less ownership

Funds ownership: 76.55%68.04% (-8.5%)

Holders
614
Holders Change
+73
Holders Change %
+13.49%
% of All Funds
15.35%
Holding in Top 10
47
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.9%
% of All Funds
1.18%
New
145
Increased
200
Reduced
187
Closed
64
Calls
$888M
Puts
$733M
Net Calls
+$155M
Net Calls Change
-$88.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
601
Oakworth Capital
Alabama
$7K
SIC
602
Salem Investment Counselors
North Carolina
$7K +$6.8K +98 New
RAM
603
Riggs Asset Management
Pennsylvania
$5K -$5.21K -75 -50%
BL
604
Balentine LLC
Georgia
$5K
TIM
605
Tortoise Investment Management
New York
$5K
AF
606
Allworth Financial
California
$4K -$4.17K -60 -53%
BCA
607
Bray Capital Advisors
Florida
$4K
BCI
608
Brinker Capital Investments
Pennsylvania
$4K +$4.3K +62 New
First Manhattan
609
First Manhattan
New York
$3K -$8.12K -117 -70%
BIG
610
Bellwether Investment Group
Tennessee
$3K +$3.06K +44 New
TFA
611
Transamerica Financial Advisors
Florida
$2K -$764 -11 -33%
UBS AM
612
UBS AM
Illinois
$2K +$1.53K +22 New
TWA
613
TCI Wealth Advisors
Arizona
$2K +$1.8K +26 New
WAS
614
Winch Advisory Services
Wisconsin
$1K -$14.4K -207 -95%
LWM
615
Lenox Wealth Management
Ohio
$1K
MRCM
616
M&R Capital Management
New Jersey
$1K
LCG
617
Luxor Capital Group
New York
-$84.4M -1,169,971 Closed
CM
618
Churchill Management
California
-$62M -859,320 Closed
PPFA
619
Provida Pension Fund Administrator
Chile
-$44.6M -618,458 Closed
PI
620
Putnam Investments
Massachusetts
-$37.8M -524,421 Closed
NSLI
621
Nan Shan Life Insurance
Taiwan
-$14.4M -200,000 Closed
MLM
622
Mount Lucas Management
Pennsylvania
-$10.7M -148,783 Closed
CI
623
Clal Insurance
Israel
-$8.75M -121,383 Closed
CI
624
Cavalier Investments
Georgia
-$8.28M -114,761 Closed
BFG
625
Bouchey Financial Group
New York
-$7.5M -103,994 Closed

XLV Hedge Fund Activity: Q4 2016 in Review

614 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2016, worth a combined $9.19B — down 5.3% from $9.71B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new XLV positions and 64 closed out — a net gain of 81 holders — while 200 added to existing stakes and 187 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $313M. The largest seller was Bank of America, cutting an estimated $395M.

  • 614 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2016, up from 541 in Q3 2016.
  • Funds reported $9.19B of State Street Health Care Select Sector SPDR ETF stock for Q4 2016, down 5.3% quarter-over-quarter.
  • 145 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2016 and 64 closed out, a net change of +81 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $313M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2016 was Bank of America, an estimated $395M sold.

Based on aggregated 13F filings for Q4 2016.