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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
Two Sigma Investments
76
Two Sigma Investments
New York
$14.4M +$6.32M +194,318 +86%
UBS AM
77
UBS AM
Illinois
$14.3M -$33.5M -1,029,648 -71%
SCM
78
SCS Capital Management
Massachusetts
$14.2M +$13.5M +414,244 New
GCM
79
Gladius Capital Management
Illinois
$14.1M +$13.4M +412,800 New
CCA
80
Conservest Capital Advisors
Pennsylvania
$13.9M -$9.75M -299,780 -43%
GT
81
Greenleaf Trust
Michigan
$13.7M -$577K -17,730 -4%
PAS
82
Professional Advisory Services
Florida
$13.4M +$145K +4,448 +1%
AFG
83
Albion Financial Group
Utah
$13.3M +$596K +18,334 +5%
ONB
84
Old National Bancorp
Indiana
$12.8M -$8.63M -265,162 -41%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$11.6M -$6.7M -205,954 -38%
SFSG
86
Stearns Financial Services Group
North Carolina
$11.6M +$55.2K +1,696 +0.5%
HCC
87
Hirtle Callaghan & Co
Pennsylvania
$11.4M +$1.04M +32,000 +11%
SF
88
Synovus Financial
Georgia
$10.7M -$236K -7,268 -2%
HighTower Advisors
89
HighTower Advisors
Illinois
$10.7M +$657K +20,200 +7%
BPCE
90
Bank Pictet & Cie (Europe)
Germany
$10.6M -$1.57M -48,250 -13%
PPFA
91
Provida Pension Fund Administrator
Chile
$10.5M -$87.3M -2,683,484 -90%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$10.4M +$1.06M +32,722 +12%
MPM
93
Meritage Portfolio Management
Kansas
$10.2M +$4.06M +124,942 +72%
BS
94
Banco Santander
Spain
$10.1M +$240K +7,386 +3%
AG
95
Advisor Group
Arizona
$10M +$313K +9,626 +3%
Simplex Trading
96
Simplex Trading
Illinois
$9.95M +$7.59M +233,198 +407%
FMLI
97
Fukoku Mutual Life Insurance
Japan
$9.93M
FPCM
98
Financial Partners Capital Management
New York
$9.91M +$1.7M +52,168 +22%
PCM
99
Price Capital Management
Louisiana
$9.77M +$9.28M +285,210 New
SAS
100
Sage Advisory Services
Texas
$9.59M +$9.11M +280,068 New

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.