XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

669 hedge funds and large institutions have $9.86B invested in Energy Select Sector SPDR Fund in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+23
Holders Change %
+3.56%
% of All Funds
17.88%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1.23%
New
82
Increased
225
Reduced
259
Closed
48
Calls
$1.88B
Puts
$2.66B
Net Calls
-$781M
Net Calls Change
-$268M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$456M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
3
CWM
CIBC World Markets
New York
+$141M
4
N
Natixis
France
+$122M
5
Rafferty Asset Management
Rafferty Asset Management
New York
+$101M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$209M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$135M
3
CA
Commerzbank Aktiengesellschaft
Germany
-$111M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$106M
5
CI
Clal Insurance
Israel
-$98.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
326
NBT Bank
New York
$1.04M -$13K -184 -1%
BF
327
BOK Financial
Oklahoma
$1.04M +$33.9K +481 +3%
TFCP
328
Twin Focus Capital Partners
Massachusetts
$1.03M +$240K +3,400 +30%
TWM
329
Torch Wealth Management
Ohio
$1.03M -$1.77K -25 -0.2%
SAM
330
Solaris Asset Management
New York
$1.03M +$1.01M +14,373 +7,115%
GIA
331
Guyasuta Investment Advisors
Pennsylvania
$1.02M +$85.8K +1,215 +9%
CIM
332
Cambria Investment Management
California
$996K +$498K +7,052 +100%
PSUF
333
People's United Financial
Connecticut
$985K -$131K -1,854 -12%
DY
334
Dowling & Yahnke
California
$978K – – –
TFA
335
Toth Financial Advisory
Virginia
$978K +$211K +2,990 +28%
MFW
336
Meristem Family Wealth
Minnesota
$968K +$70.6K +1,000 +8%
SCA
337
Stuart Chaussee & Associates
California
$957K – – –
BCM
338
BTR Capital Management
California
$945K -$15.9K -225 -2%
Chevy Chase Trust
339
Chevy Chase Trust
Maryland
$941K -$1.05M -14,912 -53%
TTWM
340
TCV Trust & Wealth Management
Virginia
$926K -$15.5K -220 -2%
MCM
341
MAI Capital Management
Ohio
$914K +$212 +3 +0%
PAI
342
Pittenger & Anderson Inc
Nebraska
$911K -$46.3K -655 -5%
SIG
343
Stanford Investment Group
California
$910K – – –
MCM
344
Manchester Capital Management
Vermont
$910K – – –
TFA
345
Transamerica Financial Advisors
Florida
$896K -$1.7M -23,991 -65%
AFP
346
Ausdal Financial Partners
Iowa
$894K +$45.3K +641 +5%
FPCP
347
Fort Point Capital Partners
California
$880K +$23.7K +335 +3%
ACP
348
Ashfield Capital Partners
California
$858K -$117K -1,662 -12%
RWA
349
Ropes Wealth Advisors
Massachusetts
$855K +$43.4K +615 +5%
FWP
350
FAS Wealth Partners
Kansas
$850K +$4.66K +66 +0.6%
12 13
14
15 16