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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

669 hedge funds and large institutions have $9.86B invested in Energy Select Sector SPDR Fund in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+23
Holders Change %
+3.56%
% of All Funds
17.88%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1.23%
New
82
Increased
225
Reduced
259
Closed
48
Calls
$1.88B
Puts
$2.66B
Net Calls
-$781M
Net Calls Change
-$268M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.04B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$394M
3
CWM
3
CIBC World Markets
New York
$141M
4
N
4
Natixis
France
$122M
5
Rafferty Asset Management
5
Rafferty Asset Management
New York
$213M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$20.7M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$48.3M
3
CA
3
Commerzbank Aktiengesellschaft
Germany
$6.68M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$182M
5
CI
5
Clal Insurance
Israel
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
501
Appleton Partners
Massachusetts
$300K +$300K +4,245 New
CASB
502
Cape Ann Savings Bank
Massachusetts
$297K +$5.09K +72 +2%
CAIMH
503
Central Asset Investments & Management Holdings
Hong Kong
$297K +$297K +4,200 New
WPW
504
Waldron Private Wealth
Pennsylvania
$296K +$4.27K +64 +1%
WPP
505
Whalerock Point Partners
Rhode Island
$296K +$296K +4,194 New
B
506
Bailard
California
$292K +$292K +4,130 New
NA
507
NewEdge Advisors
Louisiana
$291K -$76.4K -1,084 -21%
SFG
508
SNS Financial Group
Minnesota
$290K – – –
SFM
509
Soros Fund Management
New York
$290K +$290K +4,100 New
BCA
510
Benchmark Capital Advisors
New York
$289K – – –
PWMAG
511
Pinnacle Wealth Management Advisory Group
New Jersey
$287K -$2.47K -35 -0.9%
CCMD
512
Cypress Capital Management (Delaware)
Delaware
$285K -$706 -10 -0.2%
VFA
513
Virtus Fund Advisers
Connecticut
$284K -$1.98K -28 -0.7%
CTA
514
Chesley Taft & Associates
Illinois
$282K – – –
SBIA
515
Sheaff Brock Investment Advisors
Indiana
$280K +$12.6K +178 +5%
FWM
516
FFT Wealth Management
Pennsylvania
$273K +$1.62K +23 +0.6%
RT
517
Rockland Trust
Massachusetts
$272K -$53.7K -760 -16%
MMG
518
Monetary Management Group
Missouri
$268K – – –
USAA
519
United Services Automobile Association
Texas
$267K -$4.03K -57 -1%
PAM
520
Peak Asset Management
Colorado
$267K +$267K +3,776 New
AA
521
Apriem Advisors
California
$266K +$5.23K +74 +2%
FHC
522
First Heartland Consultants
Missouri
$265K -$12.9K -182 -5%
EWA
523
Exencial Wealth Advisors
Oklahoma
$264K +$22.5K +327 +9%
FA
524
Fagan Associates
New York
$263K -$8.05K -114 -3%
FUBT
525
First United Bank & Trust
Maryland
$259K +$1.41K +20 +0.5%
19 20
21
22 23