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State Street Energy Select Sector SPDR ETF

724 hedge funds and large institutions have $10.2B invested in State Street Energy Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

8% more capital invested

Capital invested by funds: $9.46B → $10.2B (+$743M)

4.77% more ownership

Funds ownership: 118.65%123.42% (+4.8%)

1% more funds holding

Funds holding: 716724 (+8)

7% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 280

18% less call options, than puts

Call options by funds: $2.56B | Put options by funds: $3.11B

Holders
724
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.05%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M
Name Holding Trade Value Shares
Change
Change in
Stake
ACPU
751
Arrowgrass Capital Partners (US)
Delaware
-$1.06M -32,524 Closed
LCM
752
Lee Capital Management
New York
-$916K -28,232 Closed
Lido Advisors
753
Lido Advisors
California
-$860K -26,490 Closed
WMSA
754
Weiss Multi-Strategy Advisers
New York
-$772K -23,780 Closed
Capstone Investment Advisors
755
Capstone Investment Advisors
New York
-$699K -21,486 Closed
Jennison Associates
756
Jennison Associates
New York
-$644K -19,840 Closed
TBA
757
Train Babcock Advisors
New York
-$584K -18,000 Closed
ACP
758
Ashfield Capital Partners
California
-$542K -16,700 Closed
MLL
759
Moody Lynn & Lieberson
Massachusetts
-$501K -15,436 Closed
BAM
760
Brave Asset Management
New Jersey
-$476K -14,672 Closed
JGC
761
J. Goldman & Co
New York
-$473K -14,562 Closed
SCA
762
Sage Capital Advisors
South Dakota
-$453K -13,944 Closed
FMA
763
FNY Managed Accounts
New York
-$436K -13,462 Closed
HFS
764
HL Financial Services
Kentucky
-$425K -13,082 Closed
QC
765
QCM Cayman
Texas
-$421K -12,970 Closed
CS
766
Comerica Securities
Michigan
-$415K -12,792 Closed
BA
767
Birinyi Associates
Connecticut
-$389K -12,000 Closed
CPA
768
Capital Planning Advisors
California
-$382K -11,778 Closed
SPWA
769
SteelBridge Private Wealth Advisors
Florida
-$362K -11,140 Closed
NWP
770
Northstar Wealth Partners
Connecticut
-$343K -10,710 Closed
CL
771
Choreo LLC
Illinois
-$335K -10,314 Closed
PCM
772
Peak Capital Management
Colorado
-$332K -10,230 Closed
SCM
773
Sterneck Capital Management
Missouri
-$327K -10,072 Closed
S
774
SignatureFD
Georgia
-$326K -10,044 Closed
HSA
775
HBK Sorce Advisory
Pennsylvania
-$304K -9,358 Closed

XLE Hedge Fund Activity: Q3 2017 in Review

724 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2017, worth a combined $10.2B — up 7.9% from $9.46B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new XLE positions and 72 closed out — a net gain of 14 holders — while 261 added to existing stakes and 280 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was Susquehanna International Group, cutting an estimated $129M.

  • 724 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2017, up from 716 in Q2 2017.
  • Funds reported $10.2B of State Street Energy Select Sector SPDR ETF stock for Q3 2017, up 7.9% quarter-over-quarter.
  • 86 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2017 and 72 closed out, a net change of +14 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2017 was Fidelity Investments, an estimated $345M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2017 was Susquehanna International Group, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2017.