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State Street SPDR S&P Semiconductor ETF

41 hedge funds and large institutions have $134M invested in State Street SPDR S&P Semiconductor ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

14% more funds holding

Funds holding: 3641 (+5)

11% less capital invested

Capital invested by funds: $151M → $134M (-$16.6M)

51% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $2.35M

59.59% less ownership

Funds ownership: 205.77%146.18% (-60%)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
16
Reduced
10
Closed
3
Calls
$1.16M
Puts
$2.35M
Net Calls
-$1.19M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$48.9M +$607K +16,328 +1%
Morgan Stanley
2
Morgan Stanley
New York
$27.7M -$18.8M -504,834 -40%
SCM
3
Summit Capital Management
Washington
$10.3M +$4.76M +128,232 +85%
Bank of America
4
Bank of America
North Carolina
$7.57M +$2.29M +61,710 +43%
Goldman Sachs
5
Goldman Sachs
New York
$3.77M +$95.3K +2,564 +3%
NCM
6
Niemann Capital Management
Nevada
$3.59M -$10.4K -280 -0.3%
FMP
7
Financial Management Professionals
Texas
$3.51M +$25.9K +698 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.16M +$2.36M +63,560 +281%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.15M +$95.5K +2,572 +3%
AP
10
Advisors Preferred
Maryland
$3.15M +$520K +13,996 +19%
Wells Fargo
11
Wells Fargo
California
$2.9M -$490K -13,180 -14%
CS
12
Credit Suisse
Switzerland
$2.27M -$2.17M -58,362 -49%
LPL Financial
13
LPL Financial
California
$2.25M +$1.46M +39,296 +168%
U
14
UBS
Switzerland
$2.09M -$381K -10,256 -15%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.27M -$1.1M -29,592 -46%
BCM
16
Barometer Capital Management
Ontario, Canada
$1.21M -$208K -5,600 -15%
VF
17
Virtu Financial
New York
$1.08M +$862K +23,206 +367%
X
18
Xponance
Pennsylvania
$969K +$981K +26,400 New
SCM
19
Southport Capital Management
Tennessee
$794K
RJA
20
Raymond James & Associates
Florida
$767K +$776K +20,880 New
KFS
21
KMS Financial Services
Washington
$533K +$3.34K +90 +0.6%
SB
22
Suntrust Banks
Georgia
$516K +$101K +2,716 +24%
CIM
23
Contravisory Investment Management
Massachusetts
$479K +$1.86K +50 +0.4%
SG Americas Securities
24
SG Americas Securities
New York
$457K +$463K +12,456 New
Millennium Management
25
Millennium Management
New York
$350K -$143K -3,840 -29%

XSD Hedge Fund Activity: Q3 2014 in Review

41 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Semiconductor ETF (XSD) for Q3 2014, worth a combined $134M — down 11% from $151M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XSD positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Summit Capital Management, adding an estimated $4.76M. The largest seller was Morgan Stanley, cutting an estimated $18.8M.

  • 41 institutional investors held State Street SPDR S&P Semiconductor ETF (XSD) as of Q3 2014, up from 36 in Q2 2014.
  • Funds reported $134M of State Street SPDR S&P Semiconductor ETF stock for Q3 2014, down 11% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Semiconductor ETF positions in Q3 2014 and 3 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Semiconductor ETF buyer in Q3 2014 was Summit Capital Management, an estimated $4.76M added.
  • The largest State Street SPDR S&P Semiconductor ETF seller in Q3 2014 was Morgan Stanley, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2014.