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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
$849M
2
Citigroup
Citigroup
New York
$330M
3
ECM
Element Capital Management
New York
$122M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$284M
5
LMIM
Lockheed Martin Investment Management
Maryland
$167M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$34.2M
2
Rafferty Asset Management
Rafferty Asset Management
New York
$254M
3
Millennium Management
Millennium Management
New York
$108M
4
PPFA
Provida Pension Fund Administrator
Chile
$10.5M
5
Bank of America
Bank of America
North Carolina
$1.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
626
Meeder Asset Management
Ohio
$87K -$78.3K -1,146 -47%
AF
627
Allworth Financial
California
$86K +$63.4K +921 +281%
CB
628
Community Bank
New York
$85K +$33.6K +490 +65%
BG
629
Bollard Group
Massachusetts
$82K -$693K -10,100 -89%
QCG
630
Quadrant Capital Group
Ohio
$82K +$1.02K +15 +1%
Invesco
631
Invesco
Georgia
$80K +$80K +1,168 New
PCFFS
632
Pacific Center for Financial Services
California
$79K +$69 +1 +0.1%
HDIM
633
Hanson & Doremus Investment Management
Vermont
$75K – – –
VC
634
Vestor Capital
Illinois
$73K +$73K +1,070 New
CIM
635
Contravisory Investment Management
Massachusetts
$68K +$68K +992 New
WAS
636
Winch Advisory Services
Wisconsin
$64K -$359K -5,157 -85%
BP
637
Ballentine Partners
Massachusetts
$63K – – –
CWM
638
Catamount Wealth Management
Connecticut
$62K -$2.44M -35,412 -98%
FMTCOCP
639
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59.9K – – –
HCM
640
Highlander Capital Management
New Jersey
$55K – – –
JFA
641
JNBA Financial Advisors
Minnesota
$55K – – –
FCMT
642
Founders Capital Management (Texas)
Texas
$55K – – –
CHP
643
Cable Hill Partners
Oregon
$54K +$48K +700 +795%
OC
644
Oakworth Capital
Alabama
$53K +$47.1K +755 +803%
WOC
645
West Oak Capital
California
$51K – – –
BA
646
Bristlecone Advisors
Washington
$49K +$49K +720 New
WTB
647
Washington Trust Bank
Washington
$48K +$9.68K +142 +25%
CHC
648
City Holding Co
West Virginia
$47K – – –
First Manhattan
649
First Manhattan
New York
$47K – – –
FWM
650
Focused Wealth Management
New York
$46K +$275 +4 +0.6%
24 25
26
27 28