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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
NPC
326
National Planning Corporation
California
$275K -$89.6K -2,612 -25%
FBNAT
327
FirstMerit Bank N.A. Trustee
Ohio
$271K -$63K -1,838 -20%
FIM
328
Fernwood Investment Management
Massachusetts
$260K +$18.9K +550 +8%
LW
329
Linscomb Wealth
Texas
$254K
AllianceBernstein
330
AllianceBernstein
Tennessee
$251K +$239K +6,960 New
AIIMS
331
Analyst IMS Investment Management Services
Israel
$249K +$236K +6,880 New
TAM
332
Tocqueville Asset Management
New York
$249K +$237K +6,900 New
PWAP
333
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$247K +$24K +700 +11%
OIA
334
Optimum Investment Advisors
Illinois
$243K +$202K +5,880 +140%
AIM
335
Advantage Investment Management
Iowa
$236K +$225K +6,548 New
Koshinski Asset Management
336
Koshinski Asset Management
Illinois
$232K +$220K +6,424 New
RFC
337
Russell Frank Company
Washington
$231K -$54.6K -1,592 -20%
X
338
Xponance
Pennsylvania
$230K
MIP
339
Marietta Investment Partners
Wisconsin
$216K
RAM
340
RWC Asset Management
United Kingdom
$216K +$206K +6,000 New
DBIA
341
Dumont & Blake Investment Advisors
New Jersey
$207K -$17.1K -500 -8%
CIBC World Market
342
CIBC World Market
Ontario, Canada
$205K +$195K +5,692 New
PWW
343
Pettyjohn Wood & White
Virginia
$203K +$193K +5,640 New
GIA
344
Granite Investment Advisors
New Hampshire
$202K +$192K +5,590 New
WTC
345
WhitTier Trust Company
Nevada
$189K -$813K -23,710 -82%
CTC
346
Central Trust Company
Missouri
$180K +$130K +3,802 +317%
Daiwa Securities Group
347
Daiwa Securities Group
Japan
$180K +$171K +5,000 New
AIM
348
Acropolis Investment Management
Missouri
$179K +$274 +8 +0.2%
GT
349
Glenmede Trust
Pennsylvania
$179K +$54.1K +1,578 +46%
JFA
350
JNBA Financial Advisors
Minnesota
$177K

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.