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State Street SPDR S&P Retail ETF

131 hedge funds and large institutions have $2.57B invested in State Street SPDR S&P Retail ETF in 2015 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

108.88% more ownership

Funds ownership: 325.4%434.28% (+109%)

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

7% more funds holding

Funds holding: 123131 (+8)

4% less capital invested

Capital invested by funds: $2.68B → $2.57B (-$112M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

90% less call options, than puts

Call options by funds: $66.3M | Put options by funds: $657M

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
3.49%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
38
Increased
46
Reduced
31
Closed
28
Calls
$66.3M
Puts
$657M
Net Calls
-$590M
Net Calls Change
-$98M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Regal Investment Advisors
Michigan
$6K
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$4K -$6.7K -138 -64%
GWM
128
Gupta Wealth Management
California
$4K +$4.27K +88 New
CCS
129
Crosspoint Capital Strategies
California
$2K +$1.75K +36 New
NMIS
130
Northwestern Mutual Investment Services
Wisconsin
$1K +$777 +16 New
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$128 -$11.7K -240 -9%
Deutsche Bank
132
Deutsche Bank
Germany
-$107M -2,225,490 Closed
MCM
133
Moore Capital Management
New York
-$105M -2,190,000 Closed
AAM
134
Alpine Associates Management
Florida
-$35.7M -744,400 Closed
MCM
135
MKP Capital Management
New York
-$20.4M -426,000 Closed
SGDR
136
SPX Gestao de Recursos
Brazil
-$15.6M -324,000 Closed
CC
137
Chanos & Company
New York
-$11.1M -231,920 Closed
CPS
138
Counsel Portfolio Services
Ontario, Canada
-$11.1M -231,026 Closed
MLM
139
Mount Lucas Management
Pennsylvania
-$11.1M -231,026 Closed
PC
140
PointState Capital
New York
-$10.1M -210,000 Closed
CS
141
Candriam SCA
Luxembourg
-$9.98M -208,000 Closed
BPGAM
142
BTG Pactual Global Asset Management
Bermuda
-$9.16M -190,796 Closed
AIS
143
AlphaOne Investment Services
Pennsylvania
-$9.05M -188,600 Closed
BC
144
Balestra Capital
New York
-$7.87M -164,000 Closed
VCAM
145
Valentine Capital Asset Management
California
-$6.95M -144,710 Closed
BAAM
146
Baker Avenue Asset Management
California
-$5.18M -107,924 Closed
ST
147
Spot Trading
Illinois
-$2.76M -57,508 Closed
Point72 Asset Management
148
Point72 Asset Management
Connecticut
-$2.4M -50,000 Closed
WMSA
149
Weiss Multi-Strategy Advisers
New York
-$1.78M -37,002 Closed
JG
150
Jefferies Group
New York
-$1.68M -35,064 Closed

XRT Hedge Fund Activity: Q1 2015 in Review

131 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q1 2015, worth a combined $2.57B — down 4.2% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XRT positions and 28 closed out — a net gain of 10 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $175M. The largest seller was UBS Group, cutting an estimated $149M.

  • 131 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q1 2015, up from 123 in Q4 2014.
  • Funds reported $2.57B of State Street SPDR S&P Retail ETF stock for Q1 2015, down 4.2% quarter-over-quarter.
  • 38 funds opened new State Street SPDR S&P Retail ETF positions in Q1 2015 and 28 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q1 2015 was BNP Paribas Financial Markets, an estimated $175M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q1 2015 was UBS Group, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2015.