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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

646 hedge funds and large institutions have $8.83B invested in Energy Select Sector SPDR Fund in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 222 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+25
Holders Change %
+4.03%
% of All Funds
17.26%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.1%
New
94
Increased
222
Reduced
242
Closed
58
Calls
$1.17B
Puts
$1.68B
Net Calls
-$514M
Net Calls Change
-$374M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$278M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$177M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$86.4M
4
BPC
Banque Pictet & Cie
Switzerland
$54.2M
5
UBS Group
UBS Group
Switzerland
$361M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$417M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Bank of America
Bank of America
North Carolina
$1.53B
4
Citigroup
Citigroup
New York
$299M
5
LPL Financial
LPL Financial
California
$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
576
West Oak Capital
California
$50.8K -$15.4K -225 -23%
EDRAML
577
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$48K +$48K +700 New
SFG
578
SevenBridge Financial Group
Pennsylvania
$47K +$47K +682 New
First Manhattan
579
First Manhattan
New York
$44K – – –
LWM
580
LBA Wealth Management
Florida
$44K – – –
VC
581
Vestor Capital
Illinois
$44K +$44K +645 New
FHA
582
First Horizon Advisors
Tennessee
$43K – – –
FIB
583
First Interstate Bank
Montana
$41K – – –
CWM
584
Cedar Wealth Management
California
$40K – – –
WI
585
Wintrust Investments
Illinois
$37K +$37K +4,939 New
WRM
586
Westport Resources Management
Connecticut
$36K +$12.7K +185 +54%
PCMM
587
Private Capital Management (Minnesota)
Minnesota
$32K +$20.2K +300 +171%
WTB
588
Washington Trust Bank
Washington
$28K -$41.3K -595 -60%
AA
589
AlphaMark Advisors
Kentucky
$28K – – –
ST
590
Smithfield Trust
Pennsylvania
$28K +$4.91K +73 +21%
TC
591
Trust Company
Kansas
$27K -$43.9K -650 -62%
DSN
592
D. Scott Neal
Kentucky
$27K – – –
RCG
593
Ruggie Capital Group
Florida
$27K – – –
VIA
594
Vantage Investment Advisors
Pennsylvania
$27K +$1.16K +23 +4%
AFIA
595
America First Investment Advisors
Nebraska
$25K – – –
M
596
MOTCO
Texas
$25K +$25K +363 New
DPA
597
Delphi Private Advisors
California
$20K – – –
CWM
598
Catamount Wealth Management
Connecticut
$20K +$20K +300 New
VCM
599
Vigilant Capital Management
Maine
$19K – – –
CFA
600
CT Financial Advisors
Pennsylvania
$19K +$68 +1 +0.4%
22 23
24
25 26