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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

888 hedge funds and large institutions have $6.88B invested in Energy Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 281 increasing their positions, 303 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+126
Holders Change %
+16.54%
% of All Funds
17.54%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.59%
New
216
Increased
281
Reduced
303
Closed
80
Calls
$2.13B
Puts
$3.68B
Net Calls
-$1.54B
Net Calls Change
-$928M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$126M
2
PP
Paloma Partners
Connecticut
$105M
3
Two Sigma Investments
Two Sigma Investments
New York
$141M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$32.4M
5
Twin Tree Management
Twin Tree Management
Texas
$29.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.1B
2
Morgan Stanley
Morgan Stanley
New York
$441M
3
Citigroup
Citigroup
New York
$76.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$133M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
626
Cornerstone Wealth Management
Missouri
$272K -$164K -2,734 -38%
NSIM
627
North Star Investment Management
Illinois
$272K +$107K +1,775 +64%
CHA
628
Carmichael Hill & Associates
Maryland
$269K +$269K +4,488 New
CCM
629
Compton Capital Management
Rhode Island
$264K +$42K +700 +19%
TGAM
630
TBH Global Asset Management
Tennessee
$262K +$262K +4,365 New
SAM
631
Secure Asset Management
Michigan
$260K +$260K +4,325 New
FWIA
632
Fort Washington Investment Advisors
Ohio
$260K +$260K +4,337 New
UFF
633
USA Financial Formulas
Michigan
$259K +$259K +4,311 New
WEC
634
Winslow Evans & Crocker
Massachusetts
$258K -$27.1K -452 -9%
AGM
635
Alpine Global Management
New York
$258K +$258K +4,300 New
WDL
636
Well Done LLC
Michigan
$257K – – –
CIC
637
Chase Investment Counsel
Virginia
$257K +$257K +4,290 New
FA
638
Fagan Associates
New York
$255K +$120 +2 +0%
AWM
639
Aries Wealth Management
Maine
$254K – – –
SBH
640
Segall Bryant & Hamill
Illinois
$251K -$597 -10 -0.2%
BBA
641
BLB&B Advisors
Pennsylvania
$250K – – –
MC
642
Moors & Cabot
Massachusetts
$249K +$29.4K +487 +13%
EWA
643
Exencial Wealth Advisors
Oklahoma
$248K -$106K -1,758 -30%
AUB
644
Atlantic Union Bankshares
Virginia
$248K +$26.7K +446 +12%
ACM
645
Azimuth Capital Management
Michigan
$243K +$243K +4,050 New
CIA
646
CSat Investment Advisory
Michigan
$237K +$13.3K +222 +6%
JWS
647
Juncture Wealth Strategies
Arizona
$235K -$17.3K -288 -7%
SIAS
648
Shine Investment Advisory Services
Colorado
$235K +$68.1K +1,132 +41%
PPP
649
Private Portfolio Partners
New Jersey
$235K +$235K +3,914 New
LIM
650
Loudon Investment Management
New Hampshire
$234K +$234K +2,550 New
24 25
26
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