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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 %
AF
626
Allworth Financial
California
$7K – – –
WAP
627
Wealthcare Advisory Partners
Pennsylvania
$7K +$7K +100 New
CGT
628
Capital Guardian Trust
California
$7K +$7K +100 New
JGIA
629
Jackson Grant Investment Advisers
Connecticut
$6K +$69 +1 +1%
PFS
630
Physicians Financial Services
North Carolina
$6K +$64 +1 +1%
OC
631
Oakworth Capital
Alabama
$6K +$6K +94 New
AWE
632
Avidian Wealth Enterprises
Texas
$5.38K -$114 -1,665 -2%
VNA
633
Valley National Advisers
Pennsylvania
$5K – – –
TCM
634
Tradewinds Capital Management
Washington
$5K +$5K +75 New
TIM
635
Tortoise Investment Management
New York
$4K -$10.2K -166 -72%
BC
636
Barnett & Company
Tennessee
$4K – – –
CAL
637
Capital Analysts LLC
Pennsylvania
$3.62K – – –
LWA
638
Lowe Wealth Advisors
Maryland
$3K – – –
CB
639
Community Bank
New York
$3K – – –
BIM
640
BlackRock Investment Management
Delaware
$2K -$1.4K -21 -41%
AIS
641
Accurate Investment Solutions
Pennsylvania
$1K -$5.74K -109 -85%
ACM
642
Armbruster Capital Management
New York
$1K – – –
MRCM
643
M&R Capital Management
New Jersey
$1K +$1K +17 New
PRCM
644
Pine River Capital Management
Minnesota
$742 +$742 +10,877 New
FHC
645
First Heartland Consultants
Missouri
$268 -$1 -22 -0.6%
Susquehanna International Group
646
Susquehanna International Group
Pennsylvania
– -$112M -1,801,418 Closed
CCP
647
Clough Capital Partners
Massachusetts
– -$53M -855,954 Closed
SAM
648
Shell Asset Management
Netherlands
– -$29.5M -476,076 Closed
CIP
649
Champlain Investment Partners
Vermont
– -$573K -400,000 Closed
SAMH
650
Shanda Asset Management Holdings
British Virgin Islands
– -$15K -241,845 Closed
24 25
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