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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

452 hedge funds and large institutions have $10.9B invested in Energy Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 184 increasing their positions, 141 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-28
Holders Change %
-5.83%
% of All Funds
13.12%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.93%
New
47
Increased
184
Reduced
141
Closed
73
Calls
$840M
Puts
$3.88B
Net Calls
-$3.04B
Net Calls Change
+$1.66B

Top Buyers

1
CA
Commerzbank Aktiengesellschaft
Germany
$1.29B
2
Bank of America
Bank of America
North Carolina
$1.18B
3
Two Sigma Investments
Two Sigma Investments
New York
$217M
4
Citigroup
Citigroup
New York
$578M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$210M

Top Sellers

1
EA
Euclid Advisors
Connecticut
$0
2
DCM
Discovery Capital Management
Connecticut
$0
3
Goldman Sachs
Goldman Sachs
New York
$920M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$148M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
251
Pictet Asset Management (UK)
United Kingdom
$806K – – –
SCM
252
SOL Capital Management
Maryland
$748K -$27.2K -300 -4%
VFA
253
Virtus Fund Advisers
Connecticut
$746K -$16K -176 -2%
BAC
254
Boys Arnold & Co
North Carolina
$745K +$240K +2,645 +47%
JWM
255
Jacobus Wealth Management
Wisconsin
$740K – – –
WA
256
Winfield Associates
Ohio
$736K +$42.3K +467 +6%
BCM
257
Brookstone Capital Management
Illinois
$726K -$11.3M -124,360 -94%
WA
258
WFG Advisors
Texas
$719K -$487K -5,368 -40%
MCM
259
Moore Capital Management
New York
$706K -$18.8M -207,000 -96%
GIM
260
Goelzer Investment Management
Indiana
$690K +$6.08K +67 +0.9%
Zurich Cantonal Bank
261
Zurich Cantonal Bank
Switzerland
$689K -$90.7K -1,000 -12%
VFS
262
VSR Financial Services
Kansas
$686K -$118K -1,298 -15%
PA
263
Pinnacle Associates
New York
$658K -$46.8K -516 -7%
MM
264
Main Management
California
$625K – – –
EAM
265
Evanson Asset Management
California
$624K -$120K -1,325 -16%
Canada Pension Plan Investment Board
266
Canada Pension Plan Investment Board
Ontario, Canada
$616K +$616K +6,800 New
FT
267
Fiduciary Trust
Massachusetts
$613K -$26K -287 -4%
TH
268
TCTC Holdings
Texas
$610K – – –
CG
269
Colony Group
Massachusetts
$605K +$3.63K +40 +0.6%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$598K +$94.2K +1,039 +19%
Mariner
271
Mariner
Kansas
$596K +$8.06K +89 +1%
PFS
272
Prospera Financial Services
Texas
$595K +$6.07K +67 +1%
LBC
273
Lowe Brockenbrough & Co
Virginia
$594K – – –
GWM
274
Greenwich Wealth Management
Connecticut
$593K +$346K +3,812 +140%
LWM
275
Lyons Wealth Management
Florida
$591K -$2.54K -28 -0.4%
9 10
11
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