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State Street SPDR S&P Pharmaceuticals ETF

78 hedge funds and large institutions have $308M invested in State Street SPDR S&P Pharmaceuticals ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $286M → $308M (+$22.6M)

5% more funds holding

Funds holding: 7478 (+4)

0.29% less ownership

Funds ownership: 59.26%58.97% (-0.29%)

42% less call options, than puts

Call options by funds: $497K | Put options by funds: $864K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
32
Reduced
21
Closed
10
Calls
$497K
Puts
$864K
Net Calls
-$367K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.5M -$1.24M -22,782 -2%
Bank of America
2
Bank of America
North Carolina
$44.3M +$2.52M +46,146 +6%
UBS Group
3
UBS Group
Switzerland
$37.5M +$38M +694,870 New
Goldman Sachs
4
Goldman Sachs
New York
$16.7M +$6.34K +116 +0%
MG
5
Mather Group
Illinois
$13.7M +$207K +3,782 +2%
Wells Fargo
6
Wells Fargo
California
$13.5M +$2.41M +44,054 +21%
WBG
7
Wharton Business Group
Pennsylvania
$13.3M +$393K +7,190 +3%
LPL Financial
8
LPL Financial
California
$11.4M +$437K +7,996 +4%
NCM
9
Niemann Capital Management
Nevada
$9.93M -$559K -10,240 -5%
HF
10
Hoxton Financial
West Virginia
$9.37M -$497K -9,096 -5%
RJA
11
Raymond James & Associates
Florida
$6.68M -$273K -4,996 -4%
B
12
Baird
Wisconsin
$6.44M -$21.9K -400 -0.3%
Deutsche Bank
13
Deutsche Bank
Germany
$5.46M +$5.46M +100,000 +8,636%
EC
14
Estate Counselors
Wisconsin
$5.1M
CS
15
Credit Suisse
Switzerland
$4.91M +$2.43M +44,488 +96%
VC
16
Vicus Capital
Pennsylvania
$4.66M +$4.71M +86,242 New
SG Americas Securities
17
SG Americas Securities
New York
$4.27M +$1.18M +21,530 +37%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.88M +$354K +6,478 +10%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.46M +$47.4K +868 +1%
UCFA
20
United Capital Financial Advisors
Texas
$3.17M +$472K +8,634 +17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.89M +$354K +6,488 +14%
SI
22
Stephens Inc
Arkansas
$2.77M +$252K +4,620 +10%
TRCT
23
Tower Research Capital (TRC)
New York
$2.33M +$1.04M +19,072 +79%
RAM
24
Riggs Asset Management
Pennsylvania
$1.78M +$1.81M +33,062 New
DG
25
Davidson & Garrard
Virginia
$1.2M +$146K +2,680 +14%

XPH Hedge Fund Activity: Q4 2014 in Review

78 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q4 2014, worth a combined $308M — up 7.9% from $286M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XPH positions and 10 closed out — a net gain of 5 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.46M. The largest seller was Cumberland Advisors, cutting an estimated $4.1M.

  • 78 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q4 2014, up from 74 in Q3 2014.
  • Funds reported $308M of State Street SPDR S&P Pharmaceuticals ETF stock for Q4 2014, up 7.9% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q4 2014 and 10 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q4 2014 was Deutsche Bank, an estimated $5.46M added.
  • The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q4 2014 was Cumberland Advisors, an estimated $4.1M sold.

Based on aggregated 13F filings for Q4 2014.