State Street Energy Select Sector SPDR ETF
757 hedge funds and large institutions have $10.5B invested in State Street Energy Select Sector SPDR ETF in 2016 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 288 increasing their positions, 210 reducing their positions, and 58 closing their positions.
171% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 58
37% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 210
13% more funds holding
Funds holding: 670 → 757 (+87)
7% more capital invested
Capital invested by funds: $9.86B → $10.5B (+$661M)
4% more funds holding in top 10
Funds holding in top 10: 46 → 48 (+2)
13.02% less ownership
Funds ownership: 130.52% → 117.5% (-13%)
46% less call options, than puts
Call options by funds: $1.42B | Put options by funds: $2.62B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$252M |
| 2 |
Citigroup
New York
|
+$180M |
| 3 |
Morgan Stanley
New York
|
+$165M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$137M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$293M |
| 2 |
JP Morgan Chase
New York
|
-$164M |
| 3 |
CWM
CIBC World Markets
New York
|
-$141M |
| 4 |
Rafferty Asset Management
New York
|
-$126M |
| 5 |
Goldman Sachs
New York
|
-$117M |
XLE Hedge Fund Activity: Q4 2016 in Review
757 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2016, worth a combined $10.5B — up 6.7% from $9.86B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new XLE positions and 58 closed out — a net gain of 99 holders — while 288 added to existing stakes and 210 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Bank of America, cutting an estimated $293M.
- 757 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2016, up from 670 in Q3 2016.
- Funds reported $10.5B of State Street Energy Select Sector SPDR ETF stock for Q4 2016, up 6.7% quarter-over-quarter.
- 157 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2016 and 58 closed out, a net change of +99 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2016 was Fidelity Investments, an estimated $252M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q4 2016 was Bank of America, an estimated $293M sold.
Based on aggregated 13F filings for Q4 2016.