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Energy Select Sector SPDR Fund

849 hedge funds and large institutions have $11.8B invested in Energy Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 292 increasing their positions, 272 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+127
Holders Change %
+17.59%
% of All Funds
19.28%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
194
Increased
292
Reduced
272
Closed
63
Calls
$2.63B
Puts
$2.43B
Net Calls
+$203M
Net Calls Change
+$748M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
376
Edmond de Rothschild Holding
Switzerland
$1.03M -$1.06M -14,690 -51%
LCM
377
Lee Capital Management
New York
$1.03M +$1.03M +14,240 New
SI
378
Scharf Investments
California
$1.03M +$1.03M +14,241 New
MOS
379
MGO One Seven
Ohio
$1.02M +$1.02M +14,106 New
TEE
380
Tibra Equities Europe
United Kingdom
$1.01M +$1.01M +14,036 New
PMG
381
ProVise Management Group
Florida
$1M -$96.9K -1,340 -9%
GIM
382
Goelzer Investment Management
Indiana
$995K -$46K -637 -4%
UR
383
USCA RIA
Texas
$986K +$224K +3,102 +29%
NB
384
NBT Bank
New York
$979K +$19.7K +273 +2%
PA
385
Probity Advisors
Texas
$976K -$232K -3,209 -19%
EVM
386
Eaton Vance Management
Massachusetts
$972K -$396K -5,485 -29%
CIC
387
Carnegie Investment Counsel
Ohio
$968K +$162K +2,351 +20%
ACS
388
Archford Capital Strategies
Illinois
$966K -$1.39M -19,181 -59%
TTWM
389
TCV Trust & Wealth Management
Virginia
$965K -$27.3K -378 -3%
SFM
390
Stack Financial Management
Montana
$964K +$964K +13,346 New
JWS
391
Juncture Wealth Strategies
Arizona
$961K -$173K -2,390 -15%
AG
392
Appleton Group
Wisconsin
$958K +$958K +13,255 New
SB
393
Simmons Bank
Arkansas
$957K +$12.9K +178 +1%
JWBC
394
J.W. Burns & Co
New York
$953K -$126K -1,740 -12%
CI
395
Cavalier Investments
Georgia
$952K +$677K +9,375 +246%
SAM
396
Solaris Asset Management
New York
$951K
IWM
397
IHT Wealth Management
Illinois
$951K +$170K +2,251 +22%
DY
398
Dowling & Yahnke
California
$947K -$49.3K -682 -5%
SI
399
Stephens Inc
Arkansas
$942K +$7.95K +110 +0.9%
WA
400
Winfield Associates
Ohio
$937K -$249K -3,450 -21%