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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

628 hedge funds and large institutions have $8.35B invested in Energy Select Sector SPDR Fund in 2015 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 236 increasing their positions, 190 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+65
Holders Change %
+11.55%
% of All Funds
16.49%
Holding in Top 10
29
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-34.09%
% of All Funds
0.76%
New
149
Increased
236
Reduced
190
Closed
80
Calls
$1.31B
Puts
$2.04B
Net Calls
-$734M
Net Calls Change
+$89.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$825M
2
Goldman Sachs
2
Goldman Sachs
New York
$487M
3
Bank of America
3
Bank of America
North Carolina
$1.3B
4
LPL Financial
4
LPL Financial
California
$130M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$99.1M
2
Bessemer Group
2
Bessemer Group
New Jersey
$13.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$308M
4
SCM
4
Scopia Capital Management
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$553M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCM
151
Financial Partners Capital Management
New York
$4.08M -$734K -12,160 -15%
JWA
152
JFS Wealth Advisors
Pennsylvania
$4.03M -$4.77M -79,139 -54%
ST
153
Spinnaker Trust
Maine
$3.99M +$511K +8,464 +15%
ZIG
154
Zurich Insurance Group
Switzerland
$3.97M +$1.36M +22,428 +52%
EDRH
155
Edmond de Rothschild Holding
Switzerland
$3.92M +$2.19M +36,279 +127%
FSA
156
Financial Sense Advisors
California
$3.82M +$3.82M +63,325 New
RFC
157
Regions Financial Corp
Alabama
$3.81M +$2.94M +48,744 +338%
MIM
158
Marco Investment Management
Georgia
$3.69M – – –
MAS
159
Madden Advisory Services
Florida
$3.59M +$1.02M +16,875 +40%
SGCA
160
Steel Grove Capital Advisors
Tennessee
$3.42M +$3.42M +56,644 New
EIM
161
Emerson Investment Management
Massachusetts
$3.38M +$3.38M +56,095 New
BAC
162
Boys Arnold & Co
North Carolina
$3.36M +$1.24M +20,601 +59%
CTB
163
Country Trust Bank
Illinois
$3.33M +$3.31M +54,927 +19,273%
AII
164
AGF Investments Inc
Ontario, Canada
$3.32M -$6.43M -106,188 -66%
AIG
165
American International Group
New York
$3.28M -$336K -5,563 -9%
CP
166
Coho Partners
Pennsylvania
$3.27M +$953K +15,794 +41%
GH
167
GAM Holding
Switzerland
$3.22M -$93.8K -1,550 -3%
WC
168
Whitnell & Co
Illinois
$3.22M -$368K -6,102 -10%
BAAM
169
Baker Avenue Asset Management
California
$3.22M +$2.53M +41,931 +369%
QAM
170
QCI Asset Management
New York
$3.14M +$3.14M +52,010 New
LI
171
Longer Investments
Arkansas
$3.08M +$3.08M +51,065 New
NCA
172
New Century Advisors
Maryland
$3.08M +$1.03M +1,700 +50%
VFA
173
Voya Financial Advisors
Connecticut
$3.07M +$115K +1,911 +4%
CA
174
Cetera Advisors
Colorado
$3.04M +$333K +5,531 +12%
WSFS
175
Wilmington Savings Fund Society
Delaware
$3.03M +$48.5K +804 +2%
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7
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