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

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
DCM
2
Discovery Capital Management
Connecticut
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$920M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$148M
5
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
326
Coyle Financial Counsel
Illinois
$319K – – –
BPBT
327
Boston Private Bank & Trust
Massachusetts
$311K -$594K -6,543 -66%
HFS
328
HL Financial Services
Kentucky
$307K +$83.2K +917 +37%
SFA
329
Sequoia Financial Advisors
Ohio
$303K – – –
BPCA
330
Bank Pictet & Cie (Asia)
Singapore
$294K +$294K +3,239 New
WCM
331
Weatherstone Capital Management
Colorado
$293K -$319K -3,513 -52%
NFG
332
Nadler Financial Group
Illinois
$293K +$40.8K +450 +16%
FBNAT
333
FirstMerit Bank N.A. Trustee
Ohio
$292K -$470K -5,193 -62%
DCM
334
Donaldson Capital Management
Indiana
$289K +$98K +1,080 +51%
TWA
335
TCI Wealth Advisors
Arizona
$288K -$6.99K -77 -2%
JWA
336
JFS Wealth Advisors
Pennsylvania
$286K +$2.54K +28 +0.9%
DSAM
337
Dock Street Asset Management
Florida
$285K +$17.5K +193 +7%
HB
338
Homrich & Berg
Georgia
$283K +$4.98K +55 +2%
BCA
339
Benchmark Capital Advisors
New York
$278K -$45.4K -500 -14%
FFBTD
340
First Financial Bank - Trust Division
Ohio
$278K -$20.6K -227 -7%
ECM
341
Exchange Capital Management
Michigan
$278K +$254K +2,805 +1,079%
AWA
342
AmeriServ Wealth Advisors
Pennsylvania
$274K – – –
AIM
343
Acropolis Investment Management
Missouri
$273K -$12.7K -140 -4%
FIG
344
Fusion Investment Group
Pennsylvania
$269K +$269K +2,963 New
FIM
345
Freedom Investment Management
Connecticut
$268K -$36.2K -400 -12%
Neuberger Berman Group
346
Neuberger Berman Group
New York
$268K -$1.54K -17 -0.6%
1SB
347
1ST Source Bank
Indiana
$263K +$263K +2,910 New
HCMT
348
Highland Capital Management (Tennessee)
Tennessee
$258K +$2.09K +23 +0.8%
ATC
349
Adirondack Trust Company
New York
$255K – – –
PWAP
350
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$254K +$41.4K +456 +19%
12 13
14
15 16