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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

744 hedge funds and large institutions have $4.03B invested in Energy Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 302 increasing their positions, 223 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
-144
Holders Change %
-16.22%
% of All Funds
16.43%
Holding in Top 10
15
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-50%
% of All Funds
0.33%
New
150
Increased
302
Reduced
223
Closed
280
Calls
$1.44B
Puts
$1.37B
Net Calls
+$76.5M
Net Calls Change
+$1.62B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$183M
2
Morgan Stanley
Morgan Stanley
New York
+$158M
3
Jane Street
Jane Street
New York
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.4M
5
UBS Group
UBS Group
Switzerland
+$87.1M

Top Sellers

1
NM
NWI Management
New York
-$153M
2
GCM
Graham Capital Management
Connecticut
-$80.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$67.8M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$54M
5
PP
Paloma Partners
Connecticut
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$84K -$237K -8,191 -74%
CMBA
552
C.M. Bidwell & Associates
Hawaii
$84K -$49.5K -1,702 -37%
TPWA
553
TRUE Private Wealth Advisors
Oregon
$84K -$11.1K -386 -12%
LFG
554
LifePlan Financial Group
Ohio
$84K +$29.2K +1,005 +53%
MWP
555
Meridian Wealth Partners
Pennsylvania
$84K +$29.4K +1,011 +54%
Bank Julius Baer & Co
556
Bank Julius Baer & Co
Switzerland
$81K +$81K +2,787 New
CA
557
Clearstead Advisors
Ohio
$81K +$81K +2,800 New
MA
558
MUFG Americas
New York
$80K -$544K -18,765 -87%
CCM
559
Covington Capital Management
California
$80K -$165K -5,675 -67%
RIA
560
RPG Investment Advisory
California
$80K +$9.41K +325 +13%
FP
561
Financial Perspectives
Minnesota
$75.3K +$12.9K +444 +21%
SFSIG
562
San Francisco Sentry Investment Group
California
$74K -$75.4K -2,590 -50%
AWM
563
Atticus Wealth Management
Florida
$71K -$111K -3,817 -61%
TCOV
564
Trust Company of Vermont
Vermont
$71K +$2.91K +100 +4%
S
565
SignatureFD
Georgia
$69K -$123K -4,244 -64%
TWA
566
TCI Wealth Advisors
Arizona
$65K -$463 -16 -0.7%
CFA
567
Carroll Financial Associates
North Carolina
$63K -$42.1K -1,471 -40%
PA
568
Procyon Advisors
Connecticut
$63K +$32.2K +1,101 +105%
SQA
569
Simon Quick Advisors
New Jersey
$63K +$53.2K +1,825 +540%
WIM
570
Westside Investment Management
California
$60.3K +$60.3K +12,910 New
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$59K -$8.53K -292 -13%
EDRH
572
Edmond de Rothschild Holding
Switzerland
$58K +$29K +1,000 +100%
BOPW
573
Brandywine Oak Private Wealth
Pennsylvania
$57K +$57K +14,725 New
WTC
574
WhitTier Trust Company
Nevada
$56K -$28.9K -1,000 -34%
APWM
575
Atlas Private Wealth Management
New York
$56K -$1.31K -45 -2%
21 22
23
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