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State Street SPDR S&P Retail ETF

92 hedge funds and large institutions have $1.22B invested in State Street SPDR S&P Retail ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 36 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

3% less funds holding

Funds holding: 9592 (-3)

36% less capital invested

Capital invested by funds: $1.89B → $1.22B (-$672M)

53% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 36

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

71% less call options, than puts

Call options by funds: $224M | Put options by funds: $782M

98.9% less ownership

Funds ownership: 286.73%187.83% (-99%)

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
25
Increased
17
Reduced
36
Closed
27
Calls
$224M
Puts
$782M
Net Calls
-$557M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$279M +$69.2M +1,631,554 +37%
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$148M -$289M -6,816,340 -68%
Goldman Sachs
3
Goldman Sachs
New York
$147M -$106M -2,498,313 -44%
UBS Group
4
UBS Group
Switzerland
$133M -$97.3M -2,294,545 -44%
Morgan Stanley
5
Morgan Stanley
New York
$91.5M -$96.1M -2,266,870 -53%
Wells Fargo
6
Wells Fargo
California
$75.3M -$14M -329,403 -17%
Bank of America
7
Bank of America
North Carolina
$63.8M +$2.72M +64,204 +5%
SG Americas Securities
8
SG Americas Securities
New York
$49.9M +$8.59M +202,531 +23%
CS
9
Credit Suisse
Switzerland
$46.2M -$29.8M -703,420 -41%
AllianceBernstein
10
AllianceBernstein
Tennessee
$25.9M -$276K -6,500 -1%
LCM
11
Landscape Capital Management
New Jersey
$20.4M +$18.7M +441,619 New
MCM
12
Moore Capital Management
New York
$17.3M +$7.42M +175,000 +88%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$10.2M -$605K -14,257 -6%
BPC
14
Banque Pictet & Cie
Switzerland
$8.71M -$1.04M -24,520 -12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.06M +$3.69M +87,082 +100%
Capital Fund Management (CFM)
16
Capital Fund Management (CFM)
France
$7.25M +$4.83M +113,896 +264%
UCFA
17
United Capital Financial Advisors
Texas
$7.23M +$96.4K +2,274 +1%
LPL Financial
18
LPL Financial
California
$6.87M -$38.3K -903 -0.6%
Nomura Holdings
19
Nomura Holdings
Japan
$6.53M +$6M +141,427 New
TH
20
Timber Hill
Connecticut
$4.85M +$2.81M +66,180 +171%
TFA
21
Toth Financial Advisory
Virginia
$4.75M -$127K -2,984 -3%
Barclays
22
Barclays
United Kingdom
$4.6M -$1.4M -33,000 -25%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$4.02M +$3.69M +87,000 New
Walleye Trading
24
Walleye Trading
New York
$3.86M +$3.55M +83,611 New
JGC
25
J. Goldman & Co
New York
$3.23M +$2.97M +70,000 New

XRT Hedge Fund Activity: Q1 2016 in Review

92 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q1 2016, worth a combined $1.22B — down 36% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of XRT and 25 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 17 added.

The largest buyer was Citigroup, adding an estimated $69.2M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $289M.

  • 92 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q1 2016, down from 95 in Q4 2015.
  • Funds reported $1.22B of State Street SPDR S&P Retail ETF stock for Q1 2016, down 36% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P Retail ETF positions in Q1 2016 and 27 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q1 2016 was Citigroup, an estimated $69.2M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q1 2016 was BNP Paribas Financial Markets, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2016.