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State Street SPDR S&P Transportation ETF

64 hedge funds and large institutions have $83.2M invested in State Street SPDR S&P Transportation ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

5% more funds holding

Funds holding: 6164 (+3)

2.71% less ownership

Funds ownership: 39.34%36.63% (-2.7%)

9% less capital invested

Capital invested by funds: $91.7M → $83.2M (-$8.55M)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16M +$4.82M +72,611 +44%
UBS Group
2
UBS Group
Switzerland
$14.1M +$937K +14,121 +7%
Bank of America
3
Bank of America
North Carolina
$9.74M -$557K -8,396 -5%
Lazard Asset Management
4
Lazard Asset Management
New York
$7.09M +$7.01M +105,620 New
BCM
5
Brookstone Capital Management
Illinois
$6.25M -$499K -7,521 -7%
Wells Fargo
6
Wells Fargo
California
$4.45M -$246K -3,708 -5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.79M +$1.76M +26,519 +176%
Citadel Advisors
8
Citadel Advisors
Florida
$2.7M +$744K +11,201 +39%
LPL Financial
9
LPL Financial
California
$2.28M +$91.5K +1,378 +4%
AI
10
Atria Investments
North Carolina
$1.77M -$274K -4,132 -14%
LNC
11
Lincoln National Corp
Pennsylvania
$1.3M +$8.43K +127 +0.7%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.13M +$130K +1,963 +13%
CAN
13
Cetera Advisor Networks
California
$1.05M +$153K +2,299 +17%
HCM
14
Hollencrest Capital Management
California
$967K
RJA
15
Raymond James & Associates
Florida
$937K +$797 +12 +0.1%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$749K -$846K -12,748 -53%
SB
17
Suntrust Banks
Georgia
$735K -$36.6K -552 -4%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$704K +$697K +10,500 New
HSBC Holdings
19
HSBC Holdings
United Kingdom
$602K
Ameriprise
20
Ameriprise
Minnesota
$514K +$7.63K +115 +2%
Goldman Sachs
21
Goldman Sachs
New York
$506K +$11.9K +179 +2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$495K +$200K +3,010 +69%
WA
23
Winfield Associates
Ohio
$449K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$437K -$284K -4,282 -40%
MML Investors Services
25
MML Investors Services
Massachusetts
$421K +$201K +3,026 +93%

XTN Hedge Fund Activity: Q3 2018 in Review

64 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q3 2018, worth a combined $83.2M — down 9.3% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XTN positions and 9 closed out — a net gain of 3 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $7.01M. The largest seller was Temasek Holdings, exiting entirely with an estimated $24.5M sold.

  • 64 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q3 2018, up from 61 in Q2 2018.
  • Funds reported $83.2M of State Street SPDR S&P Transportation ETF stock for Q3 2018, down 9.3% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Transportation ETF positions in Q3 2018 and 9 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q3 2018 was Lazard Asset Management, an estimated $7.01M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q3 2018 was Temasek Holdings, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2018.