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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
Citigroup
Citigroup
New York
+$162M
3
ECM
Element Capital Management
New York
+$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$89.1M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$136M
2
Rafferty Asset Management
Rafferty Asset Management
New York
-$110M
3
Millennium Management
Millennium Management
New York
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$91.9M
5
Bank of America
Bank of America
North Carolina
-$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
551
Beaton Management Company
Massachusetts
$274K +$54.8K +800 +25%
COLIM
552
City of London Investment Management
United Kingdom
$274K +$274K +4,000 New
CIS
553
Connors Investor Services
Pennsylvania
$274K +$274K +4,000 New
DWM
554
Doyle Wealth Management
Florida
$273K +$14.2K +207 +5%
WPW
555
Waldron Private Wealth
Pennsylvania
$271K – – –
KCM
556
Kanawha Capital Management
Virginia
$268K – – –
SAM
557
SignalPoint Asset Management
Missouri
$268K +$268K +3,914 New
PWMAG
558
Pinnacle Wealth Management Advisory Group
New Jersey
$265K -$4.94K -72 -2%
CA
559
Corrado Advisors
New Jersey
$264K -$63.4K -925 -19%
RIA
560
Regal Investment Advisors
Michigan
$263K -$11.8K -172 -4%
CI
561
Cavalier Investments
Georgia
$261K +$261K +3,806 New
BCM
562
Brookstone Capital Management
Illinois
$261K +$261K +3,807 New
AI
563
Atria Investments
North Carolina
$259K -$69.5K -1,016 -21%
FHC
564
First Heartland Consultants
Missouri
$258K -$342 -5 -0.1%
GEA
565
Glen Eagle Advisors
New Jersey
$257K -$213K -3,112 -45%
FIM
566
Freedom Investment Management
Connecticut
$257K -$5.32M -77,576 -95%
TSWM
567
Triangle Securities Wealth Management
North Carolina
$257K -$9.59K -140 -4%
GLA
568
Good Life Advisors
Pennsylvania
$256K +$256K +3,762 New
FFW
569
Fusion Family Wealth
New York
$252K -$33.2K -484 -12%
LBC
570
Lowe Brockenbrough & Co
Virginia
$250K +$33.6K +490 +16%
IFA
571
Interactive Financial Advisors
Illinois
$247K -$138K -2,021 -36%
MA
572
MCF Advisors
Kentucky
$247K -$101K -1,473 -29%
RIM
573
Rampart Investment Management
Connecticut
$245K +$245K +3,583 New
CG
574
Caprock Group
Idaho
$242K -$2.33K -34 -1%
SFI
575
SPC Financial Inc
Maryland
$242K +$242K +3,537 New
21 22
23
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