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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

849 hedge funds and large institutions have $11.8B invested in Energy Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 292 increasing their positions, 272 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+127
Holders Change %
+17.59%
% of All Funds
19.28%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
194
Increased
292
Reduced
272
Closed
63
Calls
$2.63B
Puts
$2.43B
Net Calls
+$203M
Net Calls Change
+$748M

Top Buyers

1
BL
Balentine LLC
Georgia
$127M
2
Two Sigma Investments
Two Sigma Investments
New York
$130M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$108M
4
PPA
Parametric Portfolio Associates
Washington
$105M
5
Wells Fargo
Wells Fargo
California
$402M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
Morgan Stanley
New York
$669M
3
ECM
Element Capital Management
New York
$0
4
Millennium Management
Millennium Management
New York
$6.75M
5
BCM
BlueCrest Capital Management
Jersey
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
226
Hancock Whitney
Mississippi
$2.97M +$2.97M +41,125 New
Fidelity International
227
Fidelity International
Bermuda
$2.94M -$80K -1,107 -3%
EWM
228
Endurance Wealth Management
Rhode Island
$2.91M +$7.95K +110 +0.3%
VFA
229
Voya Financial Advisors
Connecticut
$2.85M +$754K +10,411 +36%
FC
230
FCA Corp
Texas
$2.84M -$404K -5,592 -12%
SSWM
231
Sheets Smith Wealth Management
North Carolina
$2.81M -$125K -1,736 -4%
MIAN
232
Mariner Independent Advisor Network
Kansas
$2.79M +$2.79M +38,555 New
Balyasny Asset Management
233
Balyasny Asset Management
Illinois
$2.78M -$4.21M -58,284 -60%
SPC
234
Sigma Planning Corp
Michigan
$2.78M +$166K +2,304 +6%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$2.76M +$238K +3,300 +9%
JFM
236
Jackson Financial Management
California
$2.76M +$2.76M +38,123 New
OC
237
Oppenheimer & Co
New York
$2.75M +$1.47M +20,407 +116%
SSB
238
Sandy Spring Bank
Maryland
$2.74M -$431K -5,968 -14%
AAC
239
Asset Advisors Corp
Georgia
$2.74M +$202K +2,797 +8%
QFA
240
Quattro Financial Advisors
Texas
$2.74M -$139K -1,848 -5%
GLA
241
Great Lakes Advisors
Illinois
$2.72M +$35.8K +496 +1%
MCM
242
Murphy Capital Management
New Jersey
$2.71M +$156K +2,162 +6%
FCI
243
Financial Counselors Inc
Kansas
$2.69M -$108K -1,489 -4%
WS
244
Wela Strategies
Georgia
$2.6M +$178K +2,465 +7%
SHA
245
Seneca House Advisors
Virginia
$2.47M +$2.47M +34,114 New
CB
246
Commerce Bank
Missouri
$2.46M -$203K -2,815 -8%
CC
247
Callan Capital
California
$2.45M -$731K -10,119 -23%
SGCA
248
Steel Grove Capital Advisors
Tennessee
$2.44M +$1.4M +19,396 +135%
MWM
249
Merriman Wealth Management
Washington
$2.42M +$1.87M +25,943 +344%
HCMT
250
Highland Capital Management (Tennessee)
Tennessee
$2.4M +$551K +7,630 +30%
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