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State Street Consumer Discretionary Select Sector SPDR ETF

403 hedge funds and large institutions have $7.1B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2014 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 29

121% more call options, than puts

Call options by funds: $729M | Put options by funds: $330M

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

61% more funds holding in top 10

Funds holding in top 10: 2845 (+17)

26% more funds holding

Funds holding: 319403 (+84)

21% more capital invested

Capital invested by funds: $5.87B → $7.1B (+$1.23B)

0.41% less ownership

Funds ownership: 175.43%175.01% (-0.41%)

Holders
403
Holders Change
+84
Holders Change %
+26.33%
% of All Funds
10.75%
Holding in Top 10
45
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+60.71%
% of All Funds
1.2%
New
117
Increased
158
Reduced
89
Closed
29
Calls
$729M
Puts
$330M
Net Calls
+$399M
Net Calls Change
+$390M
Name Holding Trade Value Shares
Change
Change in
Stake
N
226
Nuveen
North Carolina
$974K +$926K +27,000 New
B
227
Baird
Wisconsin
$972K +$202K +5,898 +28%
BOTW
228
Bank of the West
California
$959K +$912K +26,588 New
MLL
229
Moody Lynn & Lieberson
Massachusetts
$946K +$899K +26,222 New
JT
230
Jump Trading
Illinois
$930K +$884K +25,776 New
Loomis, Sayles & Company
231
Loomis, Sayles & Company
Massachusetts
$922K +$876K +25,550 New
NRS
232
Neville Rodie & Shaw
New York
$921K +$222K +6,470 +34%
AIP
233
Ameritas Investment Partners
Nebraska
$913K +$152K +4,446 +21%
HNB
234
Huntington National Bank
Ohio
$906K
SFT
235
Simmons First Trust
Arkansas
$867K +$823K +24,012 New
KFA
236
Kays Financial Advisory
Georgia
$866K +$47.1K +1,374 +6%
ABC
237
Associated Banc-Corp
Wisconsin
$866K +$84.5K +2,464 +11%
LCP
238
LGT Capital Partners
Switzerland
$830K +$789K +23,000 New
TCM
239
Telos Capital Management
California
$779K -$9.6K -280 -1%
DG
240
Davidson & Garrard
Virginia
$764K +$67.2K +1,960 +10%
SPC
241
Sigma Planning Corp
Michigan
$763K +$725K +21,160 New
BAC
242
Boys Arnold & Co
North Carolina
$753K -$69.6K -2,030 -9%
VFA
243
Virtus Fund Advisers
Connecticut
$741K -$6.72K -196 -0.9%
DC
244
Davenport & Co
Virginia
$732K
VDI
245
Vaughan David Investments
Illinois
$728K
BGA
246
Belmont Global Advisors
Texas
$721K +$686K +20,000 New
Creative Planning
247
Creative Planning
Kansas
$716K +$59.7K +1,740 +10%
FUBT
248
First United Bank & Trust
Maryland
$711K +$68.8K +2,008 +11%
MBT
249
Montecito Bank & Trust
California
$707K -$38.2K -1,114 -5%
SB
250
Suntrust Banks
Georgia
$681K +$41.3K +1,206 +7%

XLY Hedge Fund Activity: Q4 2014 in Review

403 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2014, worth a combined $7.1B — up 21% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new XLY positions and 29 closed out — a net gain of 88 holders — while 158 added to existing stakes and 89 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $156M. The largest seller was Ameriprise, cutting an estimated $380M.

  • 403 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2014, up from 319 in Q3 2014.
  • Funds reported $7.1B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2014, up 21% quarter-over-quarter.
  • 117 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2014 and 29 closed out, a net change of +88 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $156M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2014 was Ameriprise, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2014.