State Street SPDR S&P Metals & Mining ETF
XME
114 hedge funds and large institutions have $706M invested in State Street SPDR S&P Metals & Mining ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 21 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
23% more capital invested
Capital invested by funds: $575M → $706M (+$131M)
5% more funds holding
Funds holding: 109 → 114 (+5)
4.25% less ownership
Funds ownership: 91.8% → 87.54% (-4.3%)
18% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 38
21% less call options, than puts
Call options by funds: $199M | Put options by funds: $253M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$112M |
| 2 |
Goldman Sachs
New York
|
+$18.7M |
| 3 |
CC
Coastland Capital
Palo Alto,
California
|
+$15.7M |
| 4 |
TSS
Two Sigma Securities
New York
|
+$13.7M |
| 5 |
SG Americas Securities
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$33.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$22.9M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$16.3M |
| 4 |
JP Morgan Chase
New York
|
-$15.8M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
-$15.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Simplex Trading
Chicago,
Illinois
| – | -$519K | -17,336 | Closed |
|
|
TI
127
Turner Investments
Berwyn,
Pennsylvania
| – | -$306K | -10,220 | Closed |
|
|
DWA
128
Dorsey Wright & Associates
Pasadena,
California
| – | -$296K | -9,887 | Closed |
|
|
IIA
129
IPG Investment Advisors
San Diego,
California
| – | -$294K | -9,800 | Closed |
|
130
Creative Planning
Overland Park,
Kansas
| – | -$98K | -3,259 | Closed |
|
|
GI
131
Gradient Investments
Arden Hills,
Minnesota
| – | -$24K | -800 | Closed |
|
|
HNB
132
Huntington National Bank
Columbus,
Ohio
| – | -$15K | -501 | Closed |
|
133
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -47 | Closed |
|
XME Hedge Fund Activity: Q3 2017 in Review
114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q3 2017, worth a combined $706M — up 23% from $575M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new XME positions and 21 closed out — a net gain of 7 holders — while 31 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $112M. The largest seller was Citigroup, cutting an estimated $33.7M.
- 114 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q3 2017, up from 109 in Q2 2017.
- Funds reported $706M of State Street SPDR S&P Metals & Mining ETF stock for Q3 2017, up 23% quarter-over-quarter.
- 28 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q3 2017 and 21 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P Metals & Mining ETF buyer in Q3 2017 was Morgan Stanley, an estimated $112M added.
- The largest State Street SPDR S&P Metals & Mining ETF seller in Q3 2017 was Citigroup, an estimated $33.7M sold.
Based on aggregated 13F filings for Q3 2017.