XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

722 hedge funds and large institutions have $10.2B invested in Energy Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.03%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
Citigroup
Citigroup
New York
+$162M
3
ECM
Element Capital Management
New York
+$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$89.1M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$136M
2
Rafferty Asset Management
Rafferty Asset Management
New York
-$110M
3
Millennium Management
Millennium Management
New York
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$91.9M
5
Bank of America
Bank of America
North Carolina
-$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Concorde Asset Management
Michigan
$437K +$187K +2,730 +75%
GS
477
Girard Securities
California
$433K +$345 +5 +0.1%
BRM
478
Boston Research & Management
Massachusetts
$433K +$116K +1,700 +37%
BCM
479
Bluefin Capital Management
New York
$433K +$433K +6,316 New
Verition Fund Management
480
Verition Fund Management
Connecticut
$431K +$431K +6,291 New
X
481
Xponance
Pennsylvania
$428K -$2.11M -30,785 -83%
IC
482
InterOcean Capital
Illinois
$425K -$682K -9,966 -62%
SBL
483
Sargent Bickham Lagudis
Colorado
$417K +$310K +4,528 +290%
EWM
484
Edge Wealth Management
New York
$415K -$796K -11,645 -66%
BCA
485
Benchmark Capital Advisors
New York
$405K – – –
CFA
486
Carroll Financial Associates
North Carolina
$404K -$13.4K -195 -3%
AR
487
Advisory Research
Illinois
$403K – – –
MIM
488
Marco Investment Management
Georgia
$403K +$48K +700 +14%
HWA
489
HCR Wealth Advisors
California
$401K +$8.56K +125 +2%
SCCM
490
Schafer Cullen Capital Management
New York
$400K +$400K +5,841 New
FDCDDQ
491
Federation des caisses Desjardins du Quebec
Quebec, Canada
$397K -$3.29K -48 -0.8%
IFS
492
Ifrah Financial Services
Arkansas
$394K +$394K +5,746 New
AA
493
Apriem Advisors
California
$393K +$44.5K +650 +13%
VF
494
Virtu Financial
New York
$390K -$338K -4,945 -46%
AIA
495
Allegis Investment Advisors
Idaho
$384K -$78K -1,140 -17%
WG
496
Welch Group
Alabama
$384K +$384K +5,608 New
CWM
497
Cornerstone Wealth Management
Missouri
$381K -$83.1K -1,200 -18%
CCM
498
Coldstream Capital Management
Washington
$380K +$4.31K +63 +1%
RPG
499
Risk Paradigm Group
Texas
$379K +$102K +1,486 +37%
SBWM
500
Sunflower Bank Wealth Management
Arizona
$372K -$42.4K -620 -10%
18 19
20
21 22