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Energy Select Sector SPDR Fund

722 hedge funds and large institutions have $10.2B invested in Energy Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.03%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
526
CPWM LLC
Washington
$324K
Fiera Capital (Canada)
527
Fiera Capital (Canada)
Quebec, Canada
$317K -$157K -2,295 -33%
WT
528
Whittier Trust
California
$317K
PWW
529
Pettyjohn Wood & White
Virginia
$315K
CWM
530
Confluence Wealth Management
Oregon
$314K -$63.1K -922 -17%
FIM
531
Fernwood Investment Management
Massachusetts
$312K +$39.7K +580 +15%
NHC
532
Nicholas Hoffman & Company
Georgia
$311K -$76.8K -1,121 -20%
FA
533
Fagan Associates
New York
$310K -$5.35K -78 -2%
BAS
534
Brown Advisory Securities
Maryland
$305K +$18.3K +266 +6%
BC
535
Brinker Capital
Pennsylvania
$301K +$301K +4,401 New
SEI Investments
536
SEI Investments
Pennsylvania
$298K +$113K +1,646 +61%
LWM
537
Lyons Wealth Management
Florida
$297K -$12.2K -176 -4%
BBA
538
BLB&B Advisors
Pennsylvania
$291K -$54.8K -800 -16%
MBT
539
Montecito Bank & Trust
California
$289K +$7.2K +105 +3%
Zurich Cantonal Bank
540
Zurich Cantonal Bank
Switzerland
$284K +$284K +4,147 New
WP
541
WealthSource Partners
California
$283K -$21.4K -313 -7%
OAM
542
Oppenheimer Asset Management
New York
$282K +$282K +4,124 New
TFA
543
Transamerica Financial Advisors
Florida
$280K -$26K -379 -9%
APP
544
Avantax Planning Partners
Iowa
$278K -$44.8K -654 -14%
AWM
545
Altavista Wealth Management
North Carolina
$277K
CCM
546
Condor Capital Management
New Jersey
$276K -$32K -468 -10%
TW
547
Transform Wealth
Colorado
$275K +$275K +4,014 New
IG
548
ING Group
Netherlands
$274K -$377K -5,500 -58%
CTA
549
Chesley Taft & Associates
Illinois
$274K
Daiwa Securities Group
550
Daiwa Securities Group
Japan
$274K +$6.85K +100 +3%