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State Street SPDR S&P Pharmaceuticals ETF

79 hedge funds and large institutions have $337M invested in State Street SPDR S&P Pharmaceuticals ETF in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $308M → $337M (+$28.4M)

1% more funds holding

Funds holding: 7879 (+1)

1.7% less ownership

Funds ownership: 58.97%57.27% (-1.7%)

13% less call options, than puts

Call options by funds: $593K | Put options by funds: $679K

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
36
Reduced
16
Closed
10
Calls
$593K
Puts
$679K
Net Calls
-$86K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.4M -$922K -15,550 -1%
Bank of America
2
Bank of America
North Carolina
$44.7M -$5.69M -95,892 -12%
UBS Group
3
UBS Group
Switzerland
$30.1M -$12.3M -207,674 -30%
Wells Fargo
4
Wells Fargo
California
$20M +$4.35M +73,418 +29%
MG
5
Mather Group
Illinois
$16.4M +$669K +11,288 +4%
WBG
6
Wharton Business Group
Pennsylvania
$14.9M -$291K -4,910 -2%
LPL Financial
7
LPL Financial
California
$14.4M +$1.38M +23,280 +11%
NCM
8
Niemann Capital Management
Nevada
$11.2M -$105K -1,774 -1%
HF
9
Hoxton Financial
West Virginia
$10.1M -$577K -9,730 -6%
CS
10
Credit Suisse
Switzerland
$9.88M +$4.09M +69,026 +76%
B
11
Baird
Wisconsin
$7.51M +$132K +2,228 +2%
RJA
12
Raymond James & Associates
Florida
$7.34M -$297K -5,014 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.13M +$2.58M +43,496 +60%
EC
14
Estate Counselors
Wisconsin
$5.83M
TRCT
15
Tower Research Capital (TRC)
New York
$5.72M +$2.93M +49,416 +114%
UCFA
16
United Capital Financial Advisors
Texas
$5.33M +$1.91M +32,168 +55%
SG Americas Securities
17
SG Americas Securities
New York
$4.83M -$47.1K -794 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.43M +$456K +7,698 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.78M +$462K +7,784 +15%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.48M +$3.34M +56,280 New
MAA
21
Managed Account Advisors
New Jersey
$3.27M +$3.14M +52,932 New
SI
22
Stephens Inc
Arkansas
$3.24M +$67.8K +1,144 +2%
Jane Street
23
Jane Street
New York
$3.22M +$3.09M +52,090 New
AP
24
Advisors Preferred
Maryland
$2.27M +$2.18M +36,746 New
RAM
25
Riggs Asset Management
Pennsylvania
$2.09M +$43.2K +728 +2%

XPH Hedge Fund Activity: Q1 2015 in Review

79 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q1 2015, worth a combined $337M — up 9.2% from $308M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XPH positions and 10 closed out — a net gain of 4 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.35M. The largest seller was Goldman Sachs, cutting an estimated $17.8M.

  • 79 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q1 2015, up from 78 in Q4 2014.
  • Funds reported $337M of State Street SPDR S&P Pharmaceuticals ETF stock for Q1 2015, up 9.2% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q1 2015 and 10 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q1 2015 was Wells Fargo, an estimated $4.35M added.
  • The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q1 2015 was Goldman Sachs, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2015.