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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 %
FWP
576
FAS Wealth Partners
Kansas
$55K -$193K -6,598 -78%
HB
577
Horizon Bancorp
Indiana
$55K +$2.84K +97 +5%
QCG
578
Quadrant Capital Group
Ohio
$55K +$55K +1,851 New
MIFH
579
Migdal Insurance & Financial Holdings
Israel
$53K -$2.94M -100,449 -98%
ATC
580
Adirondack Trust Company
New York
$53K -$3.92K -135 -7%
FCM
581
Firestone Capital Management
Florida
$52K +$52K +1,789 New
OC
582
Oakworth Capital
Alabama
$51K -$9.92K -340 -16%
GFPC
583
Global Financial Private Client
Florida
$49K +$8.01K +290 +20%
EP
584
Eudaimonia Partners
Tennessee
$46K +$46K +1,572 New
TFGT
585
TS Financial Group (TSFG)
Illinois
$45K -$2.9K -100 -6%
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K -$154K -5,250 -78%
JPLA
587
Joseph P. Lucia & Associates
New York
$40K -$4.46K -155 -10%
IFAM
588
Institutional & Family Asset Management
Colorado
$40K +$9.52K +325 +31%
LIA
589
LS Investment Advisors
Michigan
$39K – – –
BG
590
Bollard Group
Massachusetts
$39K +$1.49K +51 +4%
OAM
591
Oppenheimer Asset Management
New York
$38K -$196K -6,803 -84%
DI
592
Disciplined Investments
Oklahoma
$38K -$975 -34 -3%
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$7.14K +247 +23%
WAS
594
Winch Advisory Services
Wisconsin
$37K +$665 +23 +2%
CWC
595
Carolinas Wealth Consulting
North Carolina
$36K +$36K +1,245 New
MWM
596
MBE Wealth Management
Wisconsin
$36K +$36K +1,253 New
RFWA
597
RPg Family Wealth Advisory
Massachusetts
$35.6K +$6.6K +227 +23%
EWM
598
EPG Wealth Management
Georgia
$35K +$3.06K +106 +10%
BEI
599
Benjamin Edwards Inc
Missouri
$35K +$35K +1,189 New
GEA
600
Glen Eagle Advisors
New Jersey
$34.5K -$62.8K -2,161 -65%
22 23
24
25 26