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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
DS
176
DRW Securities
Illinois
$1.91M +$1.81M +52,800 New
BC
177
Bartlett & Co
Ohio
$1.89M
LPC
178
Loeb Partners Corp
New York
$1.88M -$823K -24,000 -32%
WCM
179
Windsor Capital Management
Arizona
$1.85M -$23.4K -682 -1%
OL
180
Orbitronix LP
California
$1.8M +$1.71M +50,000 New
Point72 Asset Management
181
Point72 Asset Management
Connecticut
$1.8M +$1.71M +50,000 New
RP
182
Reinhart Partners
Wisconsin
$1.77M -$824K -24,020 -33%
IFWM
183
Institute for Wealth Management
Colorado
$1.77M +$389K +11,348 +30%
FFSOTS
184
Fiduciary Financial Services of The Southwest
Texas
$1.75M -$44.2K -1,290 -3%
HH
185
Hilltop Holdings
Texas
$1.74M +$360K +10,502 +28%
SBWM
186
Sunflower Bank Wealth Management
Arizona
$1.74M +$1.65M +48,164 New
CCM
187
Chilton Capital Management
Texas
$1.73M +$3.02K +88 +0.2%
VKH
188
Virtu KCG Holdings
New York
$1.69M +$1.6M +46,782 New
MFS
189
MSI Financial Services
Massachusetts
$1.65M +$2.13K +62 +0.1%
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$1.64M -$132K -3,838 -8%
BSB
191
Bangor Savings Bank
Maine
$1.63M -$32.5K -948 -2%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$1.62M +$31.4K +916 +2%
CWM
193
Concert Wealth Management
California
$1.61M +$90.2K +2,632 +6%
MCM
194
Millie Capital Management
California
$1.61M +$1.53M +44,696 New
MAS
195
Madden Advisory Services
Florida
$1.57M -$17.1K -498 -1%
BCM
196
Boltwood Capital Management
California
$1.55M +$3.43K +100 +0.2%
OC
197
Oppenheimer & Co
New York
$1.53M +$211K +6,148 +17%
MWVC
198
Morgens Waterfall Vintiadis & Co
New York
$1.44M +$1.37M +40,000 New
CAN
199
Cetera Advisor Networks
California
$1.44M +$299K +8,714 +28%
BAAM
200
Baker Avenue Asset Management
California
$1.42M -$617 -18 -0%

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.