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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

741 hedge funds and large institutions have $10.4B invested in Energy Select Sector SPDR Fund in 2017 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 267 increasing their positions, 287 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-14
Holders Change %
-1.85%
% of All Funds
18.47%
Holding in Top 10
43
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.42%
% of All Funds
1.07%
New
93
Increased
267
Reduced
287
Closed
101
Calls
$2.8B
Puts
$25.8B
Net Calls
-$23.1B
Net Calls Change
-$21.9B

Top Buyers

1
Rafferty Asset Management
1
Rafferty Asset Management
New York
$261M
2
CS
2
Credit Suisse
Switzerland
$197M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$161M
4
Millennium Management
4
Millennium Management
New York
$109M
5
PPFA
5
Provida Pension Fund Administrator
Chile
$92.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$707M
2
Citigroup
2
Citigroup
New York
$329M
3
Wells Fargo
3
Wells Fargo
California
$404M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$3.37M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$361K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
501
Winch Advisory Services
Wisconsin
$431K +$142K +2,028 +49%
NWP
502
Northstar Wealth Partners
Connecticut
$431K +$431K +6,150 New
HWA
503
HCR Wealth Advisors
California
$431K +$431K +6,171 New
WEC
504
Winslow Evans & Crocker
Massachusetts
$428K -$92.5K -1,324 -18%
SAM
505
Summit Asset Management
Tennessee
$422K +$71.9K +1,029 +21%
SPWA
506
SteelBridge Private Wealth Advisors
Florida
$421K – – –
TH
507
Timber Hill
Connecticut
$416K -$3.56M -51,007 -90%
MMG
508
Monetary Management Group
Missouri
$416K -$94.4K -1,350 -18%
TCM
509
Telos Capital Management
California
$414K -$11.9K -170 -3%
AR
510
Advisory Research
Illinois
$411K – – –
SA
511
Strategic Advisors
New York
$402K +$78.6K +1,124 +24%
GRP
512
Global Retirement Partners
California
$400K -$69.9K -1,000 -15%
KPCM
513
Kings Point Capital Management
New York
$400K +$4.19K +60 +1%
EAM
514
Evanson Asset Management
California
$399K +$14.1K +201 +4%
1SB
515
1ST Source Bank
Indiana
$398K -$82.6K -1,180 -17%
CIAS
516
Capital Investment Advisory Services
North Carolina
$395K +$395K +5,648 New
CPP
517
Crow Point Partners
Massachusetts
$393K +$393K +5,600 New
DIA
518
Denver Investment Advisors
Colorado
$391K -$105K -1,500 -21%
RJT
519
Raymond James Trust
Florida
$391K +$37.5K +538 +11%
Verition Fund Management
520
Verition Fund Management
Connecticut
$390K +$390K +5,578 New
11A
521
10-15 Associates
New York
$389K +$389K +5,569 New
FUBT
522
First United Bank & Trust
Maryland
$385K +$96.5K +1,380 +33%
CCM
523
Coldstream Capital Management
Washington
$384K – – –
WPW
524
Waldron Private Wealth
Pennsylvania
$383K +$383K +5,689 New
BCA
525
Benchmark Capital Advisors
New York
$382K -$356K -5,100 -48%
19 20
21
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