XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

561 hedge funds and large institutions have $11.2B invested in Energy Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 219 increasing their positions, 122 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+109
Holders Change %
+24.12%
% of All Funds
14.97%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.77%
New
184
Increased
219
Reduced
122
Closed
67
Calls
$2.49B
Puts
$3.74B
Net Calls
-$1.25B
Net Calls Change
+$1.79B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$819M
2
Deutsche Bank
Deutsche Bank
Germany
+$384M
3
BlackRock
BlackRock
New York
+$283M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$278M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$236M

Top Sellers

1
CA
Commerzbank Aktiengesellschaft
Germany
-$879M
2
Barclays
Barclays
United Kingdom
-$449M
3
Bank of America
Bank of America
North Carolina
-$380M
4
Two Sigma Investments
Two Sigma Investments
New York
-$180M
5
SAMC
Shinko Asset Management Company
Japan
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
351
MUFG Americas
New York
$548K -$298K -3,765 -35%
TFA
352
Toth Financial Advisory
Virginia
$548K +$243K +3,071 +80%
CAS
353
Cue Advisory Services
Arizona
$548K +$548K +6,918 New
NFG
354
Next Financial Group
Texas
$545K +$94.4K +1,192 +21%
FAG
355
Financial Advisory Group
Texas
$543K -$5.29M -66,824 -91%
AMG
356
Asset Management Group
Connecticut
$540K +$179K +2,259 +50%
LWM
357
Lyons Wealth Management
Florida
$539K +$17.5K +219 +3%
BPCE
358
Bank Pictet & Cie (Europe)
Germany
$539K +$539K +6,810 New
PMFA
359
Plante Moran Financial Advisors
Michigan
$534K +$498K +6,299 +1,400%
EAM
360
Evanson Asset Management
California
$532K -$13.1K -166 -2%
OMC
361
Overbrook Management Corp
New York
$520K +$520K +6,570 New
LBC
362
Lowe Brockenbrough & Co
Virginia
$518K – – –
1SB
363
1ST Source Bank
Indiana
$505K +$275K +3,473 +119%
KJHP
364
K.J. Harrison & Partners
Ontario, Canada
$499K +$499K +6,300 New
EWM
365
Endurance Wealth Management
Rhode Island
$497K +$124K +1,567 +33%
BC
366
Bartlett & Co
Ohio
$493K – – –
FA
367
Fagan Associates
New York
$489K -$20.9K -264 -4%
CL
368
CSS LLC
Illinois
$475K – – –
MC
369
Martin & Co
Tennessee
$474K – – –
DC
370
Davenport & Co
Virginia
$473K +$277K +3,503 +142%
EWA
371
EP Wealth Advisors
California
$470K +$470K +5,940 New
WHRC
372
W.H. Reaves & Co
New Jersey
$469K +$469K +5,925 New
PWMAG
373
Pinnacle Wealth Management Advisory Group
New Jersey
$469K +$469K +5,925 New
SWP
374
Stratos Wealth Partners
Ohio
$468K +$468K +5,917 New
EFS
375
Essex Financial Services
Connecticut
$466K +$162K +2,051 +53%
13 14
15
16 17