XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

849 hedge funds and large institutions have $11.8B invested in Energy Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 292 increasing their positions, 272 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+127
Holders Change %
+17.59%
% of All Funds
19.28%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
194
Increased
292
Reduced
272
Closed
63
Calls
$2.63B
Puts
$2.43B
Net Calls
+$203M
Net Calls Change
+$748M

Top Buyers

1
BL
Balentine LLC
Georgia
$127M
2
Two Sigma Investments
Two Sigma Investments
New York
$130M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$108M
4
PPA
Parametric Portfolio Associates
Washington
$105M
5
Wells Fargo
Wells Fargo
California
$402M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
Morgan Stanley
New York
$669M
3
ECM
Element Capital Management
New York
$0
4
Millennium Management
Millennium Management
New York
$6.75M
5
BCM
BlueCrest Capital Management
Jersey
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
626
Condor Capital Management
New Jersey
$290K -$1.88K -26 -0.6%
BMC
627
Beaton Management Company
Massachusetts
$289K – – –
ACM
628
Alpha Capital Management
Texas
$289K +$289K +3,997 New
BFC
629
Blue Fin Capital
Rhode Island
$288K -$64.5K -894 -18%
CASB
630
Cape Ann Savings Bank
Massachusetts
$286K +$286K +3,960 New
GI
631
Gradient Investments
Minnesota
$284K -$76.1K -1,055 -21%
TW
632
Transform Wealth
Colorado
$283K -$7.01K -97 -2%
MMA
633
Miracle Mile Advisors
California
$283K +$283K +3,920 New
OAM
634
Oppenheimer Asset Management
New York
$282K – – –
SFC
635
SYM Financial Corp
Indiana
$282K +$282K +3,906 New
AWM
636
AE Wealth Management
Kansas
$280K -$293K -4,046 -51%
CG
637
Caprock Group
Idaho
$280K +$5.97K +77 +2%
GIA
638
Guyasuta Investment Advisors
Pennsylvania
$279K +$279K +3,860 New
DWM
639
Doyle Wealth Management
Florida
$278K -$9.83K -136 -3%
PWMAG
640
Pinnacle Wealth Management Advisory Group
New Jersey
$276K -$2.89K -40 -1%
LBC
641
Lowe Brockenbrough & Co
Virginia
$276K +$12.3K +170 +5%
WDL
642
Well Done LLC
Michigan
$276K +$276K +3,815 New
EWA
643
EP Wealth Advisors
California
$271K +$271K +3,750 New
WPW
644
Waldron Private Wealth
Pennsylvania
$269K -$17.5K -242 -6%
AIP
645
Ahrens Investment Partners
Louisiana
$266K +$29.3K +405 +12%
TSWM
646
Triangle Securities Wealth Management
North Carolina
$264K -$6.86K -95 -3%
SFI
647
SPC Financial Inc
Maryland
$263K +$7.23K +100 +3%
EGA
648
Eagle Global Advisors
Texas
$261K -$338K -4,678 -56%
MA
649
MCF Advisors
Kentucky
$261K +$1.23K +17 +0.5%
RCM
650
RNC Capital Management
California
$260K +$260K +3,600 New
24 25
26
27 28