XLE icon

Energy Select Sector SPDR Fund

439 hedge funds and large institutions have $10.1B invested in Energy Select Sector SPDR Fund in 2013 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 140 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
439
Holders Change
+41
Holders Change %
+10.3%
% of All Funds
12.75%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
1.02%
New
83
Increased
140
Reduced
145
Closed
37
Calls
$936M
Puts
$3.13B
Net Calls
-$2.19B
Net Calls Change
-$1.74B
Name Market Value Shares Shares
Change
Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$1.61M 18,168 +695 +4%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$1.6M 18,110 -1,662 -8%
FNBOH
178
First National Bank of Hutchinson
Kansas
$1.58M 17,869 -1,343 -7%
MCM
179
Manchester Capital Management
Vermont
$1.55M 17,491 -200 -1%
TFA
180
Transamerica Financial Advisors
Florida
$1.5M 16,951 -3,707 -18%
TWM
181
Torch Wealth Management
Ohio
$1.5M 16,925 +16,925 New
TIM
182
Trident Investment Management
New York
$1.49M 16,844 -3,100 -16%
MIM
183
Midwest Investment Management
Ohio
$1.46M 16,480 -170 -1%
PSUF
184
People's United Financial
Connecticut
$1.43M 16,107 +15,162 +1,604%
BF
185
BOK Financial
Oklahoma
$1.41M 15,931 +635 +4%
LRPA
186
L. Roy Papp & Associates
Arizona
$1.4M 15,845 +140 +0.9%
SCM
187
Southport Capital Management
Tennessee
$1.39M 15,726
CAM
188
Capstone Asset Management
Texas
$1.37M 15,494 +15,494 New
AUIM
189
Aegon USA Investment Management
Iowa
$1.37M 15,454 +4,577 +42%
IFWM
190
Institute for Wealth Management
Colorado
$1.32M 14,962 +14,870 +16,163%
BRM
191
Boston Research & Management
Massachusetts
$1.32M 14,862 -15 -0.1%
TT
192
Tower Trust
Indiana
$1.31M 14,812 +1,509 +11%
BCM
193
Beck Capital Management
Texas
$1.29M 15,367 +15,367 New
CCM
194
Chilton Capital Management
Texas
$1.28M 14,443 +3,690 +34%
TTWM
195
TCV Trust & Wealth Management
Virginia
$1.27M 14,290 -2,043 -13%
TT
196
Tiedemann Trust
Delaware
$1.25M 14,127
NES
197
New England Securities
New York
$1.23M 13,937 -6,537 -32%
UF
198
Univest Financial
Pennsylvania
$1.23M 13,945 +13,945 New
PI
199
Placemark Investments
Illinois
$1.23M 13,925 -3,043 -18%
FBB
200
Fulton Breakefield Broenniman
Maryland
$1.23M 13,933 -883 -6%