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State Street SPDR S&P Telecom ETF

36 hedge funds and large institutions have $25.9M invested in State Street SPDR S&P Telecom ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6.97% more ownership

Funds ownership: 50.73%57.7% (+7%)

3% more funds holding

Funds holding: 3536 (+1)

2% less capital invested

Capital invested by funds: $26.5M → $25.9M (-$593K)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$4.33M +$3.59M +52,125 New
Bank of America
2
Bank of America
North Carolina
$3.61M -$1.53M -22,171 -30%
UBS Group
3
UBS Group
Switzerland
$1.67M +$502K +7,285 +42%
Goldman Sachs
4
Goldman Sachs
New York
$1.62M -$753K -10,922 -32%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.56M -$249K -3,620 -14%
SG Americas Securities
6
SG Americas Securities
New York
$1.48M -$274K -3,980 -16%
Morgan Stanley
7
Morgan Stanley
New York
$1.48M -$3.34M -48,539 -69%
Citadel Advisors
8
Citadel Advisors
Florida
$1.33M +$339K +4,914 +34%
TW
9
Transform Wealth
Colorado
$1.26M +$58.3K +846 +5%
VF
10
Virtu Financial
New York
$888K +$682K +9,895 +319%
WCG
11
Wall Capital Group
Arizona
$809K +$10.2K +148 +1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$758K +$567K +8,224 +286%
AF
13
Arrow Financial
New York
$690K -$23.1K -335 -3%
GFPC
14
Global Financial Private Capital
Florida
$545K +$549K +7,972 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$517K +$402K +5,833 +335%
Jane Street
16
Jane Street
New York
$438K -$637K -9,245 -59%
AssetMark Inc
17
AssetMark Inc
California
$413K +$400K +5,810 +2,526%
HW
18
Hancock Whitney
Mississippi
$391K +$395K +5,728 New
JP Morgan Chase
19
JP Morgan Chase
New York
$383K -$474K -6,875 -55%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$325K +$328K +4,761 New
GIA
21
Granite Investment Advisors
New Hampshire
$323K +$117K +1,697 +56%
Credit Agricole
22
Credit Agricole
France
$301K
CHC
23
City Holding Co
West Virginia
$278K -$5.17K -75 -2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$163K +$79K +1,147 +92%
C
25
Cerebellum
California
$79K +$80.1K +1,163 New

XTL Hedge Fund Activity: Q4 2017 in Review

36 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2017, worth a combined $25.9M — down 2.2% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XTL positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $3.59M. The largest seller was Morgan Stanley, cutting an estimated $3.34M.

  • 36 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2017, up from 35 in Q3 2017.
  • Funds reported $25.9M of State Street SPDR S&P Telecom ETF stock for Q4 2017, down 2.2% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2017 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q4 2017 was Migdal Insurance & Financial Holdings, an estimated $3.59M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q4 2017 was Morgan Stanley, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2017.