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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 %
AC
526
Abbrea Capital
California
$375K +$32.5K +465 +9%
MIM
527
Marco Investment Management
Georgia
$375K +$35.8K +513 +11%
MC
528
Moors & Cabot
Massachusetts
$372K -$1.29M -18,451 -78%
CL
529
CSS LLC
Illinois
$370K – – –
CIM
530
Contravisory Investment Management
Massachusetts
$369K +$83.3K +1,190 +29%
LP
531
LGL Partners
Pennsylvania
$367K – – –
SS
532
Sunbelt Securities
Texas
$366K +$559 +8 +0.2%
1832 Asset Management
533
1832 Asset Management
Ontario, Canada
$361K -$57.2M -161,606 -99%
NHC
534
Nicholas Hoffman & Company
Georgia
$359K -$23.2K -332 -6%
PCM
535
Parsons Capital Management
Rhode Island
$359K -$3.49K -50 -1%
SIAS
536
Shine Investment Advisory Services
Colorado
$359K +$359K +5,136 New
CWM
537
Concentric Wealth Management
California
$358K -$38.4K -550 -10%
AWM
538
Altavista Wealth Management
North Carolina
$353K -$75K -1,073 -18%
MA
539
MCF Advisors
Kentucky
$353K +$1.68K +24 +0.5%
SIC
540
Sigma Investment Counselors
Michigan
$351K -$124K -1,780 -26%
NFC
541
Northeast Financial Consultants
Connecticut
$349K – – –
RG
542
Rikoon Group
New Mexico
$345K -$45.1K -665 -12%
BBA
543
BLB&B Advisors
Pennsylvania
$343K – – –
PWW
544
Pettyjohn Wood & White
Virginia
$336K +$18.6K +265 +6%
WT
545
Whittier Trust
California
$334K -$86.2K -1,233 -21%
BRM
546
Boston Research & Management
Massachusetts
$334K – – –
HSA
547
HBK Sorce Advisory
Pennsylvania
$330K -$270K -3,862 -45%
AA
548
Apriem Advisors
California
$324K +$45.1K +645 +16%
VFA
549
Virtus Fund Advisers
Connecticut
$322K -$18.1K -259 -5%
KCM
550
Kanawha Capital Management
Virginia
$320K +$5.94K +85 +2%
20 21
22
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