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State Street SPDR S&P Metals & Mining ETF

61 hedge funds and large institutions have $306M invested in State Street SPDR S&P Metals & Mining ETF in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.44% more ownership

Funds ownership: 88.62%100.05% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

6% less funds holding

Funds holding: 6561 (-4)

14% less capital invested

Capital invested by funds: $355M → $306M (-$49.3M)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

32% less call options, than puts

Call options by funds: $68.1M | Put options by funds: $101M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
21
Reduced
21
Closed
14
Calls
$68.1M
Puts
$101M
Net Calls
-$32.6M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$70.8M +$24.7M +907,000 +45%
LMIM
2
Lockheed Martin Investment Management
Maryland
$45.3M +$1.23M +44,998 +2%
Barclays
3
Barclays
United Kingdom
$29.4M -$1.21M -44,506 -4%
Bank of America
4
Bank of America
North Carolina
$21.1M +$11.8M +430,950 +99%
Citigroup
5
Citigroup
New York
$20.9M +$8.1M +297,075 +53%
Morgan Stanley
6
Morgan Stanley
New York
$17.6M -$744K -27,261 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.3M -$467K -17,102 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$11.8M +$6.74M +247,040 +103%
SG Americas Securities
9
SG Americas Securities
New York
$11.2M -$13.9M -508,640 -52%
JP Morgan Chase
10
JP Morgan Chase
New York
$10.8M +$6.9M +252,878 +133%
UBS Group
11
UBS Group
Switzerland
$10.5M +$1.55M +56,779 +15%
Goldman Sachs
12
Goldman Sachs
New York
$6.38M -$1.05M -38,399 -13%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$3.97M +$4.45M +163,100 New
CC
14
Coastland Capital
California
$3.65M +$4.09M +150,000 New
CS
15
Credit Suisse
Switzerland
$3.55M +$2.64M +96,890 +197%
ST
16
Spot Trading
Illinois
$2.79M +$3.13M +114,763 +122,088%
Jennison Associates
17
Jennison Associates
New York
$2.64M +$264K +9,670 +10%
CA
18
Commerzbank Aktiengesellschaft
Germany
$2.38M +$288K +10,569 +12%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$1.47M +$1.19M +43,674 +259%
AIP
20
Ameritas Investment Partners
Nebraska
$1.16M
LFM
21
Lumina Fund Management
New York
$1.09M
FIM
22
Frontier Investment Management
Texas
$1.05M +$90.4K +3,315 +8%
CFB
23
Cullen/Frost Bankers
Texas
$961K +$17.2K +629 +2%
VKH
24
Virtu KCG Holdings
New York
$957K +$347K +12,731 +48%
State Street
25
State Street
Massachusetts
$919K -$1.58M -58,067 -61%

XME Hedge Fund Activity: Q2 2015 in Review

61 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q2 2015, worth a combined $306M — down 14% from $355M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XME and 10 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $24.7M. The largest seller was Wellington Management Group, exiting entirely with an estimated $17.2M sold.

  • 61 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q2 2015, down from 65 in Q1 2015.
  • Funds reported $306M of State Street SPDR S&P Metals & Mining ETF stock for Q2 2015, down 14% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q2 2015 and 14 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P Metals & Mining ETF buyer in Q2 2015 was BNP Paribas Financial Markets, an estimated $24.7M added.
  • The largest State Street SPDR S&P Metals & Mining ETF seller in Q2 2015 was Wellington Management Group, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2015.