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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

480 hedge funds and large institutions have $13.1B invested in Energy Select Sector SPDR Fund in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 193 increasing their positions, 139 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+38
Holders Change %
+8.6%
% of All Funds
13.81%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.06%
New
78
Increased
193
Reduced
139
Closed
36
Calls
$920M
Puts
$5.63B
Net Calls
-$4.71B
Net Calls Change
-$4.08B

Top Buyers

1
DCM
Discovery Capital Management
Connecticut
+$493M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$421M
3
BlackRock
BlackRock
New York
+$320M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$192M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$65.7M

Top Sellers

1
CA
Commerzbank Aktiengesellschaft
Germany
-$535M
2
Deutsche Bank
Deutsche Bank
Germany
-$352M
3
EA
Euclid Advisors
Connecticut
-$200M
4
Bank of America
Bank of America
North Carolina
-$104M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
276
Bollard Group
Massachusetts
$936K +$4.41K +44 +0.5%
RFC
277
Regions Financial Corp
Alabama
$914K +$50.9K +509 +6%
PAMU
278
Pictet Asset Management (UK)
United Kingdom
$890K -$70.1K -700 -7%
VFS
279
VSR Financial Services
Kansas
$887K +$887K +8,866 New
IFS
280
Ifrah Financial Services
Arkansas
$882K +$476K +4,754 +117%
Zurich Cantonal Bank
281
Zurich Cantonal Bank
Switzerland
$861K +$511K +5,100 +146%
SCM
282
SOL Capital Management
Maryland
$856K – – –
FBNAT
283
FirstMerit Bank N.A. Trustee
Ohio
$843K +$59.2K +591 +8%
VFA
284
Virtus Fund Advisers
Connecticut
$841K +$841K +8,403 New
JPMPWA
285
J.P. Morgan Private Wealth Advisors
California
$831K +$27.1K +271 +3%
EAM
286
Evanson Asset Management
California
$822K +$175K +1,743 +27%
JWM
287
Jacobus Wealth Management
Wisconsin
$817K +$4.5K +45 +0.6%
MC
288
Moors & Cabot
Massachusetts
$803K +$803K +8,032 New
PA
289
Pinnacle Associates
New York
$778K -$22.2K -222 -3%
FA
290
Fagan Associates
New York
$772K -$12.4K -124 -2%
Verition Fund Management
291
Verition Fund Management
Connecticut
$769K +$769K +7,687 New
WA
292
Winfield Associates
Ohio
$766K +$296K +2,955 +63%
GIM
293
Goelzer Investment Management
Indiana
$755K -$101K -1,008 -12%
FT
294
Fiduciary Trust
Massachusetts
$705K +$175K +1,750 +33%
MM
295
Main Management
California
$691K +$691K +6,900 New
WCM
296
Weatherstone Capital Management
Colorado
$675K +$675K +6,742 New
TH
297
TCTC Holdings
Texas
$674K – – –
CG
298
Colony Group
Massachusetts
$664K -$76.8K -767 -10%
LWM
299
Lyons Wealth Management
Florida
$657K +$18.3K +183 +3%
Jennison Associates
300
Jennison Associates
New York
$657K +$657K +6,566 New
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12
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