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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 %
RMAM
651
Raab & Moskowitz Asset Management
New Jersey
$259K +$21.6K +300 +9%
ACPU
652
Arrowgrass Capital Partners (US)
Delaware
$259K +$259K +3,580 New
Capstone Investment Advisors
653
Capstone Investment Advisors
New York
$257K +$257K +3,561 New
NA
654
NewEdge Advisors
Louisiana
$256K +$6.71K +89 +3%
WWM
655
Windsor Wealth Management
Indiana
$255K +$255K +3,535 New
TPSF
656
Texas Permanent School Fund
Texas
$254K -$570K -7,901 -69%
IFA
657
Interactive Financial Advisors
Illinois
$254K -$7.38K -102 -3%
AWA
658
ARS Wealth Advisors
Florida
$254K +$254K +3,516 New
EAM
659
Evanson Asset Management
California
$253K – – –
AMM
660
American Money Management
California
$253K +$37.9K +524 +18%
PFA
661
Pathway Financial Advisors
Vermont
$251K +$251K +3,477 New
IWC
662
Integrated Wealth Concepts
Massachusetts
$250K +$250K +3,311 New
GHCM
663
Glen Harbor Capital Management
California
$247K -$4.29M -59,488 -95%
SAM
664
SignalPoint Asset Management
Missouri
$245K -$37.4K -518 -13%
GTAM
665
Global Trust Asset Management
Florida
$245K +$245K +3,390 New
WI
666
WrapManager Inc
California
$244K +$244K +3,372 New
CCM
667
Coldstream Capital Management
Washington
$243K -$157K -2,183 -39%
SG
668
Somerset Group
Minnesota
$242K -$3.61K -50 -1%
AF
669
Advisornet Financial
Minnesota
$240K +$240K +3,319 New
BFO
670
Boston Family Office
Massachusetts
$240K +$240K +3,325 New
SSG
671
Summit Securities Group
New York
$238K -$397K -5,500 -63%
EWM
672
Evercore Wealth Management
New York
$238K +$135K +1,862 +130%
RPC
673
Rossmore Private Capital
Connecticut
$236K +$236K +3,270 New
1SB
674
1ST Source Bank
Indiana
$236K -$16.1K -223 -6%
SKK
675
Shepherd Kaplan Krochuk
Massachusetts
$235K +$235K +3,250 New
25 26
27
28 29