State Street Consumer Discretionary Select Sector SPDR ETF
333 hedge funds and large institutions have $5.79B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 107 reducing their positions, and 27 closing their positions.
181% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 27
19% more funds holding in top 10
Funds holding in top 10: 32 → 38 (+6)
16% more funds holding
Funds holding: 287 → 333 (+46)
16% more capital invested
Capital invested by funds: $5B → $5.79B (+$791M)
15% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 107
5.17% more ownership
Funds ownership: 146.3% → 151.47% (+5.2%)
67% less call options, than puts
Call options by funds: $249M | Put options by funds: $748M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$127M |
| 2 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
+$111M |
| 3 |
Goldman Sachs
New York
|
+$86.2M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$84.6M |
| 5 |
State Street
Boston,
Massachusetts
|
+$80.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$250M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$53.4M |
| 3 |
Barclays
London,
United Kingdom
|
-$47.1M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$44.5M |
| 5 |
Citigroup
New York
|
-$44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DMAM
351
Del Mar Asset Management
New York
| – | -$218K | -7,184 | Closed |
|
|
QBFM
352
QS Batterymarch Financial Management
New York
| – | -$129K | -4,238 | Closed |
|
|
LFG
353
LifePlan Financial Group
Dayton,
Ohio
| – | -$77.1K | -2,424 | -100% |
|
|
JIR
354
James Investment Research
Alpha,
Ohio
| – | -$20K | -666 | Closed |
|
|
MAM
355
Meeder Asset Management
Dublin,
Ohio
| – | -$18K | -580 | Closed |
|
|
FBT
356
Founders Bank & Trust
Grand Rapids,
Michigan
| – | -$16K | -522 | Closed |
|
|
S
357
SignatureFD
Atlanta,
Georgia
| – | -$14K | -452 | Closed |
|
358
Jones Financial Companies
Des Peres,
Missouri
| – | -$12K | -382 | Closed |
|
|
IWC
359
Integrated Wealth Counsel
Carmel,
California
| – | -$2.73K | -90 | Closed |
|
XLY Hedge Fund Activity: Q4 2013 in Review
333 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2013, worth a combined $5.79B — up 16% from $5B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new XLY positions and 27 closed out — a net gain of 49 holders — while 123 added to existing stakes and 107 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $127M. The largest seller was Tudor Investment Corp, exiting entirely with an estimated $250M sold.
- 333 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2013, up from 287 in Q3 2013.
- Funds reported $5.79B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2013, up 16% quarter-over-quarter.
- 76 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2013 and 27 closed out, a net change of +49 holders.
- The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $127M added.
- The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2013 was Tudor Investment Corp, an estimated $250M sold.
Based on aggregated 13F filings for Q4 2013.