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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 %
WJA
676
Williams Jones & Associates
New York
$234K +$234K +3,239 New
FIM
677
Freedom Investment Management
Connecticut
$233K -$37.4K -518 -14%
GEA
678
Glen Eagle Advisors
New Jersey
$229K -$43K -595 -16%
VIM
679
Vista Investment Management
Pennsylvania
$228K +$228K +3,157 New
SIM
680
Sterling Investment Management
Arizona
$226K +$226K +3,127 New
GAG
681
GM Advisory Group
New York
$224K +$224K +3,106 New
SFM
682
Signet Financial Management
New Jersey
$223K -$10.6K -147 -5%
CG
683
Colony Group
Massachusetts
$223K +$223K +3,083 New
IHL
684
Investment House LLC
California
$222K +$222K +3,075 New
CA
685
Corrado Advisors
New Jersey
$219K -$59.3K -820 -21%
CC
686
Cedar Capital
Illinois
$219K +$219K +3,025 New
SAM
687
Sequent Asset Management
Texas
$219K +$219K +3,034 New
NEIRG
688
New England Investment & Retirement Group
Massachusetts
$218K +$218K +3,020 New
TI
689
Telemetry Investments
New York
$217K +$217K +3,000 New
AIM
690
Aspen Investment Management
Michigan
$214K – – –
GT
691
Glenview Trust
Kentucky
$213K – – –
UFF
692
USA Financial Formulas
Michigan
$213K +$213K +2,952 New
NAM
693
NTV Asset Management
West Virginia
$211K +$211K +2,925 New
JIC
694
Joel Isaacson & Co
New York
$210K -$36.5K -506 -15%
PFGIA
695
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$6.72K +89 +3%
CS
696
Comerica Securities
Michigan
$208K +$208K +2,875 New
H
697
HoyleCohen
California
$207K +$207K +2,860 New
AWA
698
AmeriServ Wealth Advisors
Pennsylvania
$207K +$207K +3,000 New
IAM
699
Integre Asset Management
New York
$205K +$205K +2,839 New
VCA
700
Verdence Capital Advisors
Maryland
$204K +$204K +2,821 New
26 27
28
29 30