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State Street Energy Select Sector SPDR ETF

670 hedge funds and large institutions have $9.86B invested in State Street Energy Select Sector SPDR ETF 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

71% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 48

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

12% more capital invested

Capital invested by funds: $8.83B → $9.86B (+$1.03B)

4.38% more ownership

Funds ownership: 126.14%130.52% (+4.4%)

4% more funds holding

Funds holding: 647670 (+23)

13% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 259

29% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.66B

Holders
670
Holders Change
+23
Holders Change %
+3.55%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
326
Mariner
Kansas
$1.05M +$22.5K +658 +2%
NB
327
NBT Bank
New York
$1.04M -$12.6K -368 -1%
BF
328
BOK Financial
Oklahoma
$1.04M +$33K +962 +3%
TFCP
329
Twin Focus Capital Partners
Massachusetts
$1.03M +$233K +6,800 +30%
TWM
330
Torch Wealth Management
Ohio
$1.03M -$1.71K -50 -0.2%
SAM
331
Solaris Asset Management
New York
$1.03M +$985K +28,746 +7,115%
GIA
332
Guyasuta Investment Advisors
Pennsylvania
$1.02M +$83.3K +2,430 +9%
CIM
333
Cambria Investment Management
California
$996K +$483K +14,104 +100%
PSUF
334
People's United Financial
Connecticut
$985K -$127K -3,708 -12%
DY
335
Dowling & Yahnke
California
$978K
TFA
336
Toth Financial Advisory
Virginia
$978K +$205K +5,980 +28%
MFW
337
Meristem Family Wealth
Minnesota
$968K +$68.5K +2,000 +8%
SCA
338
Stuart Chaussee & Associates
California
$957K
BCM
339
BTR Capital Management
California
$945K -$15.4K -450 -2%
Chevy Chase Trust
340
Chevy Chase Trust
Maryland
$941K -$1.02M -29,824 -53%
TTWM
341
TCV Trust & Wealth Management
Virginia
$926K -$15.1K -440 -2%
MCM
342
MAI Capital Management
Ohio
$914K +$206 +6 +0%
PAI
343
Pittenger & Anderson Inc
Nebraska
$911K -$44.9K -1,310 -5%
MCM
344
Manchester Capital Management
Vermont
$910K
SIG
345
Stanford Investment Group
California
$910K
TFA
346
Transamerica Financial Advisors
Florida
$896K -$1.64M -47,982 -65%
AFP
347
Ausdal Financial Partners
Iowa
$894K +$43.9K +1,282 +5%
FPCP
348
Fort Point Capital Partners
California
$880K +$23K +670 +3%
ACP
349
Ashfield Capital Partners
California
$858K -$114K -3,324 -12%
RWA
350
Ropes Wealth Advisors
Massachusetts
$855K +$42.1K +1,230 +5%

XLE Hedge Fund Activity: Q3 2016 in Review

670 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2016, worth a combined $9.86B — up 12% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XLE positions and 48 closed out — a net gain of 34 holders — while 225 added to existing stakes and 259 trimmed.

The largest buyer was Bank of America, adding an estimated $443M. The largest seller was William Blair Investment Management, cutting an estimated $203M.

  • 670 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2016, up from 647 in Q2 2016.
  • Funds reported $9.86B of State Street Energy Select Sector SPDR ETF stock for Q3 2016, up 12% quarter-over-quarter.
  • 82 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2016 and 48 closed out, a net change of +34 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2016 was Bank of America, an estimated $443M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2016 was William Blair Investment Management, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2016.