XLE icon

Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

714 hedge funds and large institutions have $9.45B invested in Energy Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-27
Holders Change %
-3.64%
% of All Funds
17.83%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.95%
New
67
Increased
267
Reduced
283
Closed
88
Calls
$2B
Puts
$3.15B
Net Calls
-$1.15B
Net Calls Change
+$21.9B

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$136M
2
LC
LNZ Capital
New York
$171M
3
Millennium Management
Millennium Management
New York
$207M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$345M
5
UBS Group
UBS Group
Switzerland
$494M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.43B
2
CS
Credit Suisse
Switzerland
$30.6M
3
Citigroup
Citigroup
New York
$159M
4
Bessemer Group
Bessemer Group
New Jersey
$13.1M
5
Goldman Sachs
Goldman Sachs
New York
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
701
Valley National Advisers
Pennsylvania
$5K – – –
PS
702
Portfolio Solutions
Michigan
$4K – – –
TIM
703
Tortoise Investment Management
New York
$4K – – –
BC
704
Barnett & Company
Tennessee
$4K – – –
LWA
705
Lowe Wealth Advisors
Maryland
$3K – – –
GBT
706
Grove Bank & Trust
Florida
$3K +$3K +40 New
HWP
707
Hefty Wealth Partners
Indiana
$2K +$2K +45 New
Walleye Trading
708
Walleye Trading
New York
$1.49K -$467 -7,191 -24%
NC
709
NewSquare Capital
Pennsylvania
$1K -$500 -10 -33%
ACM
710
Armbruster Capital Management
New York
$1K – – –
MRCM
711
M&R Capital Management
New Jersey
$1K – – –
AIS
712
Accurate Investment Solutions
Pennsylvania
$1K – – –
IWM
713
IHT Wealth Management
Illinois
$3 – +1,581 +18%
SCM
714
Steadfast Capital Management
New York
– -$69.9M -1,000,000 Closed
PI
715
Putnam Investments
Massachusetts
– -$38.6M -552,422 Closed
UOC
716
UBS O'Connor
Illinois
– -$37.3M -533,625 Closed
Citadel Advisors
717
Citadel Advisors
Florida
– -$32.7M -467,316 Closed
AIM
718
Allen Investment Management
New York
– -$23.7M -338,358 Closed
Balyasny Asset Management
719
Balyasny Asset Management
Illinois
– -$16.3M -233,446 Closed
Renaissance Technologies
720
Renaissance Technologies
New York
– -$16.1M -230,100 Closed
SSA
721
Schonfeld Strategic Advisors
New York
– -$12.2M -175,132 Closed
Two Sigma Advisers
722
Two Sigma Advisers
New York
– -$10.7M -153,100 Closed
NEIRG
723
New England Investment & Retirement Group
Massachusetts
– -$10.5M -149,803 Closed
Lazard Asset Management
724
Lazard Asset Management
New York
– -$9.99M -142,900 Closed
PC
725
PointState Capital
New York
– -$9.07M -129,800 Closed
27 28
29
30 31