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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
1
Balentine LLC
Georgia
$127M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$130M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$108M
4
PPA
4
Parametric Portfolio Associates
Washington
$105M
5
Wells Fargo
5
Wells Fargo
California
$402M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
2
Morgan Stanley
New York
$669M
3
ECM
3
Element Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$6.75M
5
BCM
5
BlueCrest Capital Management
Jersey
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
726
Trust Company of Vermont
Vermont
$131K – – –
IWP
727
Icon Wealth Partners
Texas
$131K +$131K +1,815 New
LIA
728
LS Investment Advisors
Michigan
$128K – – –
GBBWRPM
729
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$127K -$5.93K -79 -4%
ATC
730
Adirondack Trust Company
New York
$126K -$5.43K -75 -4%
IA
731
IndexIQ Advisors
New York
$125K -$262K -3,600 -68%
CIM
732
Contravisory Investment Management
Massachusetts
$123K +$51.3K +710 +72%
HI
733
Hudock Inc
Pennsylvania
$122K +$649 +9 +0.5%
HDIM
734
Hanson & Doremus Investment Management
Vermont
$119K +$39.4K +545 +50%
CAL
735
Capital Advisors Ltd
Ohio
$116K +$8.31K +115 +8%
AAP
736
Arax Advisory Partners
Colorado
$113K +$143 +2 +0.1%
AIM
737
Acropolis Investment Management
Missouri
$111K – – –
FFG
738
Ford Financial Group
California
$103K +$103K +1,375 New
LJHT
739
Laurie J. Hall Trustee
$97K +$97K +1,347 New
TC
740
Trust Company
Kansas
$93K +$74.9K +1,036 +414%
CA
741
Crewe Advisors
Utah
$91K +$91K +1,256 New
AWM
742
Avondale Wealth Management
Texas
$89K +$89K +1,226 New
BG
743
Bollard Group
Massachusetts
$87K +$579 +8 +0.7%
QCG
744
Quadrant Capital Group
Ohio
$87K +$575 +8 +0.7%
FPF
745
FNY Partners Fund
New York
$85K +$85K +1,181 New
Invesco
746
Invesco
Georgia
$81K -$3.1K -43 -4%
PCFFS
747
Pacific Center for Financial Services
California
$80K -$3.11K -43 -4%
NPP
748
New Potomac Partners
Maryland
$76K +$76K +1,050 New
BAM
749
Brave Asset Management
New Jersey
$75K +$75K +1,036 New
EFSCE
750
Enterprise Financial Services Corp (EFSC)
Missouri
$72K +$72K +1,000 New
28 29
30
31 32