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State Street Consumer Discretionary Select Sector SPDR ETF

450 hedge funds and large institutions have $8.9B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 147 increasing their positions, 194 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.96% more ownership

Funds ownership: 149.69%169.65% (+20%)

4% more capital invested

Capital invested by funds: $8.59B → $8.9B (+$309M)

8% less funds holding

Funds holding: 487450 (-37)

10% less funds holding in top 10

Funds holding in top 10: 6357 (-6)

24% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 194

39% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 80

78% less call options, than puts

Call options by funds: $379M | Put options by funds: $1.74B

Holders
450
Holders Change
-37
Holders Change %
-7.6%
% of All Funds
11.99%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
1.52%
New
49
Increased
147
Reduced
194
Closed
80
Calls
$379M
Puts
$1.74B
Net Calls
-$1.36B
Net Calls Change
-$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.17B +$169M +4,537,026 +9%
Wells Fargo
2
Wells Fargo
California
$641M -$35M -939,626 -5%
Morgan Stanley
3
Morgan Stanley
New York
$623M +$153M +4,099,380 +35%
Citigroup
4
Citigroup
New York
$399M +$127M +3,403,094 +51%
CA
5
Commerzbank Aktiengesellschaft
Germany
$376M +$186M +5,000,000 +111%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$344M -$75M -2,013,094 -19%
UBS Group
7
UBS Group
Switzerland
$297M +$5.59M +150,126 +2%
Ameriprise
8
Ameriprise
Minnesota
$259M +$18.9M +506,392 +8%
Goldman Sachs
9
Goldman Sachs
New York
$236M +$34.9M +937,536 +19%
SGI
10
Swan Global Investments
Colorado
$199M +$6.45M +173,204 +4%
CI
11
Clal Insurance
Israel
$176M +$16.3M +437,226 +11%
State Street
12
State Street
Massachusetts
$165M +$16.2M +433,754 +12%
CS
13
Credit Suisse
Switzerland
$152M +$85M +2,280,328 +146%
BlackRock
14
BlackRock
New York
$151M
Barclays
15
Barclays
United Kingdom
$125M +$109M +2,929,230 +1,233%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$118M -$23.2M -622,140 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$116M +$21.9M +586,762 +25%
LPL Financial
18
LPL Financial
California
$115M -$67.4M -1,810,382 -38%
LMIM
19
Lockheed Martin Investment Management
Maryland
$83.6M -$4.14M -111,244 -5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$68.2M +$16.7M +448,208 +35%
JP Morgan Chase
21
JP Morgan Chase
New York
$64.6M -$24.8M -664,924 -29%
PAG
22
Pinnacle Advisory Group
Maryland
$60.1M -$14.5M -388,612 -20%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$55.2M +$1.86M +49,880 +4%
SAM
24
Shell Asset Management
Netherlands
$49.7M +$46.9M +1,257,864 New
AII
25
AGF Investments Inc
Ontario, Canada
$48.9M +$14.3M +384,982 +45%

XLY Hedge Fund Activity: Q1 2016 in Review

450 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2016, worth a combined $8.9B — up 3.6% from $8.59B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of XLY and 49 opened new positions — a net loss of 31 holders — while 194 trimmed existing stakes and 147 added.

The largest buyer was Commerzbank Aktiengesellschaft, adding an estimated $186M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $109M sold.

  • 450 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2016, down from 487 in Q4 2015.
  • Funds reported $8.9B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2016, up 3.6% quarter-over-quarter.
  • 49 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2016 and 80 closed out, a net change of -31 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2016 was Commerzbank Aktiengesellschaft, an estimated $186M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2016 was Charles Schwab Investment Advisory, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2016.