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State Street Energy Select Sector SPDR ETF

670 hedge funds and large institutions have $9.86B invested in State Street Energy Select Sector SPDR ETF in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 48

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

12% more capital invested

Capital invested by funds: $8.83B → $9.86B (+$1.03B)

4.38% more ownership

Funds ownership: 126.14%130.52% (+4.4%)

4% more funds holding

Funds holding: 647670 (+23)

13% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 259

29% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.66B

Holders
670
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
17.88%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1.23%
New
82
Increased
225
Reduced
259
Closed
48
Calls
$1.88B
Puts
$2.66B
Net Calls
-$781M
Net Calls Change
-$268M
Name Holding Trade Value Shares
Change
Change in
Stake
KWILP
676
Kiwi Wealth Investments Limited Partnership
New Zealand
-$13.2M -386,738 Closed
JT
677
Jump Trading
Illinois
-$7.04M -205,328 Closed
APTFM
678
AGUR Provident & Training Funds Management
Israel
-$4.9M -143,650 Closed
HMC
679
Harvard Management Company
Massachusetts
-$2.63M -77,008 Closed
KCM
680
Karp Capital Management
California
-$2.52M -73,760 Closed
HWP
681
Hefty Wealth Partners
Indiana
-$2.48M -72,846 Closed
GCA
682
Greenwood Capital Associates
South Carolina
-$2.35M -68,980 Closed
HF
683
HRT Financial
New York
-$1.94M -57,000 Closed
HIM
684
Hanlon Investment Management
New Jersey
-$1.61M -47,112 Closed
MWM
685
Merriman Wealth Management
Washington
-$1.59M -46,532 Closed
Wolverine Trading
686
Wolverine Trading
Illinois
-$1.32M -38,448 Closed
TAT
687
TD Ameritrade Trust
Colorado
-$1.17M -34,392 Closed
SMG
688
Spectrum Management Group
Indiana
-$998K -29,250 Closed
MCM
689
Moore Capital Management
New York
-$946K -27,600 Closed
VBCP
690
Vollero Beach Capital Partners
New York
-$836K -24,496 Closed
ACM
691
Alethea Capital Management
Washington
-$770K -22,574 Closed
SOMRS
692
State of Michigan Retirement System
Michigan
-$751K -22,000 Closed
PP
693
PDT Partners
New York
-$737K -21,600 Closed
TC
694
TradeLink Capital
Illinois
-$703K -20,596 Closed
HHC
695
Hutchin Hill Capital
New York
-$638K -18,700 Closed
MWVC
696
Morgens Waterfall Vintiadis & Co
New York
-$614K -18,000 Closed
Verition Fund Management
697
Verition Fund Management
Connecticut
-$521K -15,192 Closed
FA
698
FDx Advisors
Illinois
-$446K -13,074 Closed
BOH
699
Bank of Hawaii
Hawaii
-$345K -10,098 Closed
SG
700
Strid Group
Pennsylvania
-$288K -8,450 Closed

XLE Hedge Fund Activity: Q3 2016 in Review

670 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2016, worth a combined $9.86B — up 12% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XLE positions and 48 closed out — a net gain of 34 holders — while 225 added to existing stakes and 259 trimmed.

The largest buyer was Bank of America, adding an estimated $443M. The largest seller was William Blair Investment Management, cutting an estimated $203M.

  • 670 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2016, up from 647 in Q2 2016.
  • Funds reported $9.86B of State Street Energy Select Sector SPDR ETF stock for Q3 2016, up 12% quarter-over-quarter.
  • 82 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2016 and 48 closed out, a net change of +34 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2016 was Bank of America, an estimated $443M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2016 was William Blair Investment Management, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2016.