State Street SPDR S&P Metals & Mining ETF
XME
65 hedge funds and large institutions have $355M invested in State Street SPDR S&P Metals & Mining ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
8% less funds holding
Funds holding: 71 → 65 (-6)
20% less call options, than puts
Call options by funds: $62.3M | Put options by funds: $77.7M
25% less capital invested
Capital invested by funds: $476M → $355M (-$121M)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
38.55% less ownership
Funds ownership: 127.16% → 88.62% (-39%)
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$34.7M |
| 2 |
Goldman Sachs
New York
|
-$34.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$21.4M |
| 4 |
Citigroup
New York
|
-$10.3M |
| 5 |
Morgan Stanley
New York
|
-$9.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Envestnet Asset Management
Chicago,
Illinois
| – | -$43K | -1,402 | Closed |
|
|
MAS
77
Madden Advisory Services
Jacksonville,
Florida
| – | -$39K | -1,260 | Closed |
|
|
HPBT
78
High Point Bank & Trust
High Point,
North Carolina
| – | -$25K | -800 | Closed |
|
|
BRWA
79
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$22 | -700 | Closed |
|
|
WAM
80
Wolverine Asset Management
Chicago,
Illinois
| – | -$21K | -700 | Closed |
|
|
WEC
81
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$9.26K | -300 | Closed |
|
|
NPC
82
National Planning Corporation
El Segundo,
California
| – | -$4.12K | -140 | Closed |
|
|
BKA
83
Brick & Kyle Associates
Newtown,
Pennsylvania
| – | -$3K | -100 | Closed |
|
XME Hedge Fund Activity: Q1 2015 in Review
65 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q1 2015, worth a combined $355M — down 25% from $476M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of XME and 13 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 25 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $17.8M. The largest seller was Bank of America, cutting an estimated $34.7M.
- 65 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q1 2015, down from 71 in Q4 2014.
- Funds reported $355M of State Street SPDR S&P Metals & Mining ETF stock for Q1 2015, down 25% quarter-over-quarter.
- 13 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q1 2015 and 18 closed out, a net change of -5 holders.
- The largest State Street SPDR S&P Metals & Mining ETF buyer in Q1 2015 was Wellington Management Group, an estimated $17.8M added.
- The largest State Street SPDR S&P Metals & Mining ETF seller in Q1 2015 was Bank of America, an estimated $34.7M sold.
Based on aggregated 13F filings for Q1 2015.