XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

714 hedge funds and large institutions have $9.45B invested in Energy Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-27
Holders Change %
-3.64%
% of All Funds
17.83%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.95%
New
67
Increased
267
Reduced
283
Closed
88
Calls
$2B
Puts
$3.15B
Net Calls
-$1.15B
Net Calls Change
+$21.9B

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$136M
2
LC
2
LNZ Capital
New York
$171M
3
Millennium Management
3
Millennium Management
New York
$207M
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$345M
5
UBS Group
5
UBS Group
Switzerland
$494M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43B
2
CS
2
Credit Suisse
Switzerland
$30.6M
3
Citigroup
3
Citigroup
New York
$159M
4
Bessemer Group
4
Bessemer Group
New Jersey
$13.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
26
Cassaday & Co
Virginia
$82.4M +$6.58M +101,280 +9%
V
27
Veritable
Delaware
$81.5M +$737K +11,352 +0.9%
LMIM
28
Lockheed Martin Investment Management
Maryland
$74.1M -$136K -2,098 -0.2%
Ameriprise
29
Ameriprise
Minnesota
$71.1M +$3.12M +48,229 +5%
GCM
30
Graham Capital Management
Connecticut
$68.9M +$48.6M +748,364 +239%
State Street
31
State Street
Massachusetts
$59.4M +$9.73M +149,801 +20%
CG
32
Cutler Group
California
$56.6M +$30.5M +469,685 +117%
AAM
33
Alphadyne Asset Management
New York
$54.2M +$36.6M +563,193 +208%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$51.2M -$13.9M -213,495 -21%
UBS AM
35
UBS AM
Illinois
$47M +$4.18M +64,407 +10%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$45.1M -$30.4M -468,359 -40%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$43.7M +$7.62M +117,406 +21%
LCM
38
Laurion Capital Management
New York
$37.8M +$37.8M +582,086 New
TAS
39
TIFF Advisory Services
Pennsylvania
$37.2M – – –
RMC
40
Regis Management Company
California
$35.3M -$656K -10,105 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$33M -$55.2K -850 -0.2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$32M -$2.13M -32,769 -6%
PP
43
Paloma Partners
Connecticut
$30.8M +$19.3M +297,692 +169%
CS
44
Credit Suisse
Switzerland
$30.6M -$152M -2,340,282 -83%
TAIM
45
TD Ameritrade Investment Management
Nebraska
$29.7M -$3.09M -47,608 -9%
SHGA
46
Sand Hill Global Advisors
California
$29.3M +$522K +8,037 +2%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$29.1M -$1.09M -16,830 -4%
Northern Trust
48
Northern Trust
Illinois
$29M -$2.91M -44,774 -9%
WBG
49
Wharton Business Group
Pennsylvania
$28.4M -$805K -12,395 -3%
Prudential Financial
50
Prudential Financial
New Jersey
$27.7M -$8.06M -124,200 -23%
1
2
3 4 5