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State Street SPDR S&P Retail ETF

94 hedge funds and large institutions have $1.33B invested in State Street SPDR S&P Retail ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

48.52% more ownership

Funds ownership: 575.11%623.62% (+49%)

15% more funds holding

Funds holding: 8294 (+12)

0% more capital invested

Capital invested by funds: $1.33B → $1.33B (+$4.19M)

13% less call options, than puts

Call options by funds: $304M | Put options by funds: $351M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 33

Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
32
Increased
16
Reduced
33
Closed
20
Calls
$304M
Puts
$351M
Net Calls
-$46.6M
Net Calls Change
+$441M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$278M +$86.3M +1,960,395 +48%
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$230M +$88M +2,000,000 +67%
Goldman Sachs
3
Goldman Sachs
New York
$165M -$5.72M -130,026 -3%
Citigroup
4
Citigroup
New York
$147M +$21.7M +493,632 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$143M +$137M +3,103,000 New
UBS Group
6
UBS Group
Switzerland
$73.7M -$58.6M -1,332,180 -45%
Barclays
7
Barclays
United Kingdom
$59.9M -$59.5M -1,351,521 -51%
Bank of America
8
Bank of America
North Carolina
$48.4M -$41.3M -937,867 -47%
JCM
9
Janney Capital Management
Pennsylvania
$21.6M +$20.6M +468,979 New
N
10
Natixis
France
$18.4M +$17.6M +400,000 New
SG Americas Securities
11
SG Americas Securities
New York
$16M -$36.1M -821,447 -70%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.8M -$6.31M -143,438 -36%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$11M -$90.5M -2,057,021 -90%
AI
14
Atom Investors
Texas
$9.88M +$1.75M +39,806 +23%
BCIM
15
British Columbia Investment Management
British Columbia, Canada
$9.21M +$8.81M +200,200 New
TH
16
Timber Hill
Connecticut
$7.04M -$15.5M -352,100 -70%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.58M -$27.9M -634,512 -82%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$5.96M -$96.5M -2,192,695 -94%
Wells Fargo
19
Wells Fargo
California
$5.4M +$1.64M +37,250 +46%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$5.2M +$4.98M +113,100 New
Twin Tree Management
21
Twin Tree Management
Texas
$4.8M +$3.52M +79,996 +328%
AllianceBernstein
22
AllianceBernstein
Tennessee
$4.18M -$2.2M -49,995 -35%
LPL Financial
23
LPL Financial
California
$4.03M -$203K -4,623 -5%
Squarepoint
24
Squarepoint
New York
$3.57M -$275K -6,259 -7%
IAA
25
Independent Advisor Alliance
North Carolina
$3.07M +$2.94M +66,758 New

XRT Hedge Fund Activity: Q4 2019 in Review

94 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q4 2019, worth a combined $1.33B — up 0.31% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new XRT positions and 20 closed out — a net gain of 12 holders — while 16 added to existing stakes and 33 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $88M. The largest seller was Susquehanna International Group, cutting an estimated $96.5M.

  • 94 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q4 2019, up from 82 in Q3 2019.
  • Funds reported $1.33B of State Street SPDR S&P Retail ETF stock for Q4 2019, up 0.31% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P Retail ETF positions in Q4 2019 and 20 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q4 2019 was Bank of Nova Scotia, an estimated $88M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q4 2019 was Susquehanna International Group, an estimated $96.5M sold.

Based on aggregated 13F filings for Q4 2019.