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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 %
HTHT
451
Hemenway Trust Hemenway Trust
New Hampshire
$253K +$253K +3,200 New
Luther King Capital Management (LKCM)
452
Luther King Capital Management (LKCM)
Texas
$252K +$50.3K +635 +25%
TWA
453
TCI Wealth Advisors
Arizona
$250K -$1.11K -14 -0.4%
ZIM
454
Zacks Investment Management
Illinois
$250K +$250K +3,161 New
DSAM
455
Dock Street Asset Management
Florida
$247K -$1.74K -22 -0.7%
AllianceBernstein
456
AllianceBernstein
Tennessee
$247K +$247K +3,120 New
AWA
457
AmeriServ Wealth Advisors
Pennsylvania
$237K -$1.58K -20 -0.7%
HTC
458
Haverford Trust Company
Pennsylvania
$231K +$231K +2,922 New
PG
459
Patten Group
Tennessee
$225K +$225K +2,845 New
CCM
460
Coldstream Capital Management
Washington
$220K +$220K +2,782 New
KL
461
KWMG LLC
Kansas
$217K +$217K +2,710 New
CMBA
462
C.M. Bidwell & Associates
Hawaii
$217K +$217K +2,740 New
BAS
463
Brown Advisory Securities
Maryland
$215K +$215K +2,710 New
FIM
464
Fernwood Investment Management
Massachusetts
$213K – – –
AIM
465
Acropolis Investment Management
Missouri
$211K -$27.3K -345 -11%
FIM
466
Freedom Investment Management
Connecticut
$211K -$23.3K -294 -10%
BSA
467
Braun Stacey Associates
New York
$209K -$5.14K -65 -2%
CICI
468
Capital Investment Counsel Inc
North Carolina
$206K +$206K +2,600 New
CAPTRUST Financial Advisors
469
CAPTRUST Financial Advisors
North Carolina
$206K +$206K +2,600 New
SCA
470
Samson Capital Advisors
New York
$206K +$206K +2,600 New
DY
471
Dowling & Yahnke
California
$205K -$4.12K -52 -2%
CAL
472
Capital Advisors Ltd
Ohio
$194K – – –
SSG
473
Summit Securities Group
New York
$182K +$142K +1,800 +360%
FNBT
474
FineMark National Bank & Trust
Florida
$167K +$47.7K +602 +40%
FMII
475
Farmers & Merchants Investments Inc
Nebraska
$166K -$3.97K -50 -2%
17 18
19
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