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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

888 hedge funds and large institutions have $6.88B invested in Energy Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 281 increasing their positions, 303 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+126
Holders Change %
+16.54%
% of All Funds
17.54%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.59%
New
216
Increased
281
Reduced
303
Closed
80
Calls
$2.13B
Puts
$3.68B
Net Calls
-$1.54B
Net Calls Change
-$928M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$126M
2
PP
Paloma Partners
Connecticut
$105M
3
Two Sigma Investments
Two Sigma Investments
New York
$141M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$32.4M
5
Twin Tree Management
Twin Tree Management
Texas
$29.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.1B
2
Morgan Stanley
Morgan Stanley
New York
$441M
3
Citigroup
Citigroup
New York
$76.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$133M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
476
Perigon Wealth Management
California
$532K -$199K -3,268 -27%
BSW
477
Buckingham Strategic Wealth
Missouri
$532K +$81K +1,348 +18%
CAM
478
Cresset Asset Management
Illinois
$529K -$153K -2,451 -22%
SFM
479
Signet Financial Management
New Jersey
$529K +$529K +8,818 New
CC
480
Chanos & Company
New York
$527K +$86K +1,433 +20%
CI
481
Clal Insurance
Israel
$520K -$8.37M -502,779 -94%
Federated Hermes
482
Federated Hermes
Pennsylvania
$519K +$519K +8,643 New
CCM
483
Chilton Capital Management
Texas
$518K -$78.8K -1,312 -13%
LWANC
484
Laurel Wealth Advisors (North Carolina)
North Carolina
$514K -$57.9K -965 -10%
TAM
485
Trust Asset Management
Texas
$514K -$13K -216 -2%
CS
486
Capital Square
Tennessee
$512K +$512K +8,540 New
FWP
487
FAS Wealth Partners
Kansas
$509K +$100K +1,671 +25%
CWM
488
Chesapeake Wealth Management
Virginia
$507K -$4.56K -76 -0.9%
CCM
489
Covington Capital Management
California
$506K -$16.2K -270 -3%
SWA
490
Stratos Wealth Advisors
Ohio
$498K -$14.6K -243 -3%
KIG
491
Kessler Investment Group
Indiana
$491K +$491K +8,184 New
OAM
492
Oppenheimer Asset Management
New York
$488K +$488K +8,125 New
JCM
493
Jacobi Capital Management
Pennsylvania
$487K +$30.9K +514 +7%
CIC
494
Carnegie Investment Counsel
Ohio
$483K +$7.87K +131 +2%
TP
495
Tranquility Partners
Tennessee
$483K +$257K +4,280 +114%
VM
496
VPR Management
Texas
$480K – – –
CA
497
Cornerstone Advisory
Maryland
$480K +$120K +2,000 +33%
AWM
498
Altavista Wealth Management
North Carolina
$476K -$198K -3,297 -29%
LL
499
LPWM LLC
Minnesota
$471K +$471K +7,841 New
CFB
500
Cullen/Frost Bankers
Texas
$470K -$45K -750 -9%
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