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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 %
BTS
351
BB&T Securities
Virginia
$846K -$32.8K -465 -4%
EDRAMF
352
Edmond de Rothschild Asset Management (France)
France
$844K +$212K +3,000 +34%
WCM
353
Weatherstone Capital Management
Colorado
$840K -$1.38M -19,605 -62%
ICM
354
Ionic Capital Management
New York
$840K +$554K +7,850 +194%
SHGA
355
Sand Hill Global Advisors
California
$838K +$59.3K +839 +8%
RBC
356
Roble Belko & Company
Pennsylvania
$834K -$83.5K -1,183 -9%
William Blair & Company
357
William Blair & Company
Illinois
$828K +$205K +2,905 +33%
CHJWM
358
Carlton Hofferkamp & Jenks Wealth Management
Texas
$827K -$58.2K -825 -7%
BCFS
359
Butensky & Cohen Financial Security
Florida
$819K +$42.2K +597 +5%
WTC
360
WhitTier Trust Company
Nevada
$818K -$141K -2,000 -15%
KFC
361
Klingenstein Fields & Co
New York
$813K -$21.5K -305 -3%
Brown Advisory
362
Brown Advisory
Maryland
$811K +$145K +2,054 +22%
VIA
363
Virtus Investment Advisers
Connecticut
$799K -$71.3K -1,010 -8%
TBA
364
Train Babcock Advisors
New York
$796K – – –
MIM
365
Marco Investment Management
Georgia
$796K +$13.4K +190 +2%
SB
366
Simmons Bank
Arkansas
$783K -$1.93M -27,363 -71%
BG
367
Bollard Group
Massachusetts
$783K +$59.2K +838 +8%
FTIOP
368
Fiduciary Trust International of Pennsylvania
Pennsylvania
$782K – – –
HC
369
Hourglass Capital
Texas
$781K – – –
FIM
370
Freedom Investment Management
Connecticut
$780K +$94K +1,331 +14%
WA
371
Winfield Associates
Ohio
$778K +$53K +750 +7%
SFI
372
SPC Financial Inc
Maryland
$770K -$24.7K -350 -3%
PAS
373
Partnervest Advisory Services
California
$768K +$9.1K +129 +1%
ST
374
Sabal Trust
Florida
$751K -$1.34K -19 -0.2%
MCM
375
MV Capital Management
Maryland
$750K -$22.5K -318 -3%
13 14
15
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