XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

480 hedge funds and large institutions have $13.1B invested in Energy Select Sector SPDR Fund in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 193 increasing their positions, 139 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+38
Holders Change %
+8.6%
% of All Funds
13.81%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.06%
New
78
Increased
193
Reduced
139
Closed
36
Calls
$920M
Puts
$5.63B
Net Calls
-$4.71B
Net Calls Change
-$4.08B

Top Buyers

1
DCM
Discovery Capital Management
Connecticut
+$493M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$421M
3
BlackRock
BlackRock
New York
+$320M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$192M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$65.7M

Top Sellers

1
CA
Commerzbank Aktiengesellschaft
Germany
-$535M
2
Deutsche Bank
Deutsche Bank
Germany
-$352M
3
EA
Euclid Advisors
Connecticut
-$200M
4
Bank of America
Bank of America
North Carolina
-$104M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
376
Fernwood Investment Management
Massachusetts
$269K -$72.8K -728 -21%
LI
377
LMCG Investments
Massachusetts
$268K +$268K +2,674 New
ClearBridge Investments
378
ClearBridge Investments
New York
$264K +$17.5K +175 +7%
RB
379
Rodgers Brothers
Pennsylvania
$263K – – –
ASN
380
Advisory Services Network
Georgia
$263K +$37.7K +377 +17%
PFP
381
Pinnacle Financial Partners
Tennessee
$257K -$404K -4,030 -61%
OA
382
Outfitter Advisors
Virginia
$250K – – –
FANJ
383
Financial Architects (New Jersey)
New Jersey
$250K +$100 +1 +0%
BCM
384
BTR Capital Management
California
$249K +$249K +2,485 New
DIA
385
Denver Investment Advisors
Colorado
$248K +$248K +2,476 New
HFS
386
HL Financial Services
Kentucky
$247K +$247K +2,468 New
CAL
387
Capital Advisors Ltd
Ohio
$245K – – –
DY
388
Dowling & Yahnke
California
$244K -$20K -200 -8%
KCM
389
Kanawha Capital Management
Virginia
$244K -$5.01K -50 -2%
SAM
390
Silvercrest Asset Management
New York
$243K – – –
KIG
391
Kessler Investment Group
Indiana
$241K -$601 -6 -0.2%
RGNCM
392
R.G. Niederhoffer Capital Management
New York
$241K +$241K +2,400 New
AWS
393
Aris Wealth Services
Pennsylvania
$240K +$240K +2,399 New
TYCC
394
Texas Yale Capital Corp
Florida
$239K – – –
FA
395
FDx Advisors
Illinois
$239K +$239K +2,385 New
AG
396
Appleton Group
Wisconsin
$238K +$3.01K +30 +1%
FFA
397
Fragasso Financial Advisors
Pennsylvania
$237K +$100 +1 +0%
PWAP
398
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$235K +$235K +2,344 New
DC
399
Davenport & Co
Virginia
$232K +$232K +2,319 New
SA
400
Strategic Advisors
New York
$231K +$231K +2,308 New
14 15
16
17 18