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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

480 hedge funds and large institutions have $13.1B invested in Energy Select Sector SPDR Fund in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 193 increasing their positions, 139 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+38
Holders Change %
+8.6%
% of All Funds
13.81%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.06%
New
78
Increased
193
Reduced
139
Closed
36
Calls
$920M
Puts
$5.63B
Net Calls
-$4.71B
Net Calls Change
-$4.08B

Top Buyers

1
DCM
Discovery Capital Management
Connecticut
$493M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$421M
3
BlackRock
BlackRock
New York
$320M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$192M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$164M

Top Sellers

1
CA
Commerzbank Aktiengesellschaft
Germany
$1.09B
2
Deutsche Bank
Deutsche Bank
Germany
$172M
3
EA
Euclid Advisors
Connecticut
$503M
4
Bank of America
Bank of America
North Carolina
$1.03B
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFM
126
Lumina Fund Management
New York
$3.97M – – –
DIP
127
DT Investment Partners
Pennsylvania
$3.91M +$331K +3,311 +9%
FSIM
128
F-Squared Investment Management
Massachusetts
$3.85M -$6.14M -61,360 -61%
KeyBank National Association
129
KeyBank National Association
Ohio
$3.82M -$255K -2,551 -6%
CFB
130
Cullen/Frost Bankers
Texas
$3.78M +$440K +4,392 +13%
FC
131
FCA Corp
Texas
$3.78M -$53.7K -536 -1%
MCM
132
Murphy Capital Management
New Jersey
$3.77M +$385K +3,850 +11%
SFSG
133
Stearns Financial Services Group
North Carolina
$3.73M +$274K +2,741 +8%
Cohen & Steers
134
Cohen & Steers
New York
$3.71M – – –
NCM
135
Noesis Capital Mangement
Florida
$3.69M – – –
EC
136
Estate Counselors
Wisconsin
$3.59M +$2K +20 +0.1%
ACM
137
Antonetti Capital Management
Florida
$3.57M +$2M +19,970 +127%
CA
138
Cetera Advisors
Colorado
$3.54M +$2.46M +24,560 +228%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$3.54M +$1.69M +16,843 +91%
OC
140
Oppenheimer & Co
New York
$3.52M +$266K +2,654 +8%
CAM
141
Capstone Asset Management
Texas
$3.41M +$3.41M +34,087 New
CIM
142
Confluence Investment Management
Missouri
$3.41M -$2.45M -24,512 -42%
TD Asset Management
143
TD Asset Management
Ontario, Canada
$3.29M -$2.26M -22,600 -41%
PAI
144
Pittenger & Anderson Inc
Nebraska
$3.25M +$7.01K +70 +0.2%
TFA
145
Transamerica Financial Advisors
Florida
$3.23M +$4.91K +49 +0.2%
MBT
146
Monroe Bank & Trust
Michigan
$3.23M -$13.5K -135 -0.4%
HCMNY
147
Howard Capital Management (New York)
New York
$3.17M -$199K -1,990 -6%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$3.14M +$3.14M +31,347 New
KIA
149
KCM Investment Advisors
California
$3.11M -$31.8K -318 -1%
BOH
150
Bank of Hawaii
Hawaii
$3.05M -$144K -1,436 -5%
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