XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

646 hedge funds and large institutions have $8.83B invested in Energy Select Sector SPDR Fund in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 222 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+25
Holders Change %
+4.03%
% of All Funds
17.26%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.1%
New
94
Increased
222
Reduced
242
Closed
58
Calls
$1.17B
Puts
$1.68B
Net Calls
-$514M
Net Calls Change
-$374M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$85.7M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$67.6M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$66M
4
BPC
Banque Pictet & Cie
Switzerland
+$45.8M
5
UBS Group
UBS Group
Switzerland
+$42.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$142M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$112M
3
Bank of America
Bank of America
North Carolina
-$107M
4
Citigroup
Citigroup
New York
-$104M
5
LPL Financial
LPL Financial
California
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMD
501
Cypress Capital Management (Delaware)
Delaware
$276K +$276K +4,045 New
CTA
502
Chesley Taft & Associates
Illinois
$273K – – –
LWM
503
Lyons Wealth Management
Florida
$266K -$42K -618 -14%
FA
504
Fagan Associates
New York
$262K +$8.95K +131 +4%
USAA
505
United Services Automobile Association
Texas
$262K +$12.3K +180 +5%
WSTAM
506
Wilbanks Smith & Thomas Asset Management
Virginia
$260K -$315K -4,630 -55%
MMG
507
Monetary Management Group
Missouri
$259K +$123K +1,800 +90%
SBIA
508
Sheaff Brock Investment Advisors
Indiana
$258K +$258K +3,781 New
AG
509
Appleton Group
Wisconsin
$258K +$258K +3,783 New
FWM
510
FFT Wealth Management
Pennsylvania
$257K +$1.67K +25 +0.7%
BWM
511
Braver Wealth Management
Massachusetts
$256K -$2.07M -30,303 -89%
AA
512
Apriem Advisors
California
$252K -$22.5K -330 -8%
FUBT
513
First United Bank & Trust
Maryland
$249K +$681 +10 +0.3%
MC
514
Martin & Co
Tennessee
$247K -$8.54K -125 -3%
AWM
515
Altavista Wealth Management
North Carolina
$245K – – –
PIA
516
Peachtree Investment Advisors
Georgia
$244K -$72.9K -1,070 -23%
VKH
517
Virtu KCG Holdings
New York
$243K -$68 -1 -0%
ECAM
518
East Coast Asset Management
Massachusetts
$240K – – –
GS
519
Girard Securities
California
$240K +$13.1K +193 +6%
EWA
520
Exencial Wealth Advisors
Oklahoma
$240K +$240K +3,517 New
AI
521
Atria Investments
North Carolina
$240K +$240K +3,563 New
EDRS
522
Edmond de Rothschild (Suisse)
Switzerland
$236K -$28.4K -416 -11%
WP
523
WealthSource Partners
California
$234K -$49.3K -724 -17%
MFBTD
524
MB Financial Bank - Trust Department
Illinois
$233K – – –
ATC
525
Adirondack Trust Company
New York
$232K -$3.41K -50 -1%
19 20
21
22 23