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State Street Energy Select Sector SPDR ETF

724 hedge funds and large institutions have $10.2B invested in State Street Energy Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

8% more capital invested

Capital invested by funds: $9.46B → $10.2B (+$743M)

4.77% more ownership

Funds ownership: 118.65%123.42% (+4.8%)

1% more funds holding

Funds holding: 716724 (+8)

7% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 280

18% less call options, than puts

Call options by funds: $2.56B | Put options by funds: $3.11B

Holders
724
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.05%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oppenheimer & Co
New York
$1.21M +$510K +15,678 +80%
CMBA
302
C.M. Bidwell & Associates
Hawaii
$1.21M -$108K -3,326 -9%
CCM
303
Chilton Capital Management
Texas
$1.2M +$8.33K +256 +0.7%
ABC
304
Associated Banc-Corp
Wisconsin
$1.2M -$42.9K -1,320 -4%
I
305
IberiaBank
Louisiana
$1.2M +$914K +28,108 +397%
GA
306
GFS Advisors
Texas
$1.18M -$114K -3,510 -9%
HNB
307
Huntington National Bank
Ohio
$1.18M -$52K -1,600 -4%
CCM
308
Cribstone Capital Management
Maine
$1.17M +$1.11M +34,236 New
NCM
309
Nelson Capital Management
California
$1.17M +$27.7K +850 +3%
Mirae Asset Global Investments
310
Mirae Asset Global Investments
South Korea
$1.16M +$382K +11,754 +53%
FTIOP
311
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.15M +$956K +29,400 +129%
PA
312
Probity Advisors
Texas
$1.15M -$50.4K -1,550 -4%
BSAM
313
Blue Sky Asset Management
Colorado
$1.13M -$6.25K -192 -0.6%
AFS
314
Access Financial Services
Minnesota
$1.13M -$9.69K -298 -0.9%
WA
315
Winfield Associates
Ohio
$1.12M -$11.4K -350 -1%
LFR
316
Lehman Financial Resources
Pennsylvania
$1.12M -$32.5K -1,000 -3%
CFB
317
Cullen/Frost Bankers
Texas
$1.12M +$19.9K +612 +2%
ICOA
318
Investment Centers of America
North Dakota
$1.11M -$92.3K -2,838 -8%
TWM
319
Torch Wealth Management
Ohio
$1.11M -$5.33K -164 -0.5%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$1.09M +$120K +3,690 +13%
CLOS
321
Compagnie Lombard Odier SCmA
Switzerland
$1.09M +$1.01M +31,100 +4,937%
JWS
322
Juncture Wealth Strategies
Arizona
$1.07M -$81.6K -2,508 -7%
ISL
323
Ingalls & Snyder LLC
New York
$1.07M -$138K -4,230 -12%
PSUF
324
People's United Financial
Connecticut
$1.07M -$281K -8,630 -22%
BSW
325
Buckingham Strategic Wealth
Missouri
$1.06M -$164K -5,038 -14%

XLE Hedge Fund Activity: Q3 2017 in Review

724 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2017, worth a combined $10.2B — up 7.9% from $9.46B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new XLE positions and 72 closed out — a net gain of 14 holders — while 261 added to existing stakes and 280 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was Susquehanna International Group, cutting an estimated $129M.

  • 724 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2017, up from 716 in Q2 2017.
  • Funds reported $10.2B of State Street Energy Select Sector SPDR ETF stock for Q3 2017, up 7.9% quarter-over-quarter.
  • 86 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2017 and 72 closed out, a net change of +14 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2017 was Fidelity Investments, an estimated $345M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2017 was Susquehanna International Group, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2017.