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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
CGA
176
Crescent Grove Advisors
Illinois
$3.71M +$326K +10,030 +10%
WC
177
Whitnell & Co
Illinois
$3.67M +$512K +15,732 +17%
WA
178
WP Advisors
California
$3.65M +$179K +5,498 +5%
AW
179
ACG Wealth
Georgia
$3.59M -$58.5K -1,798 -2%
FAAS
180
First Allied Advisory Services
California
$3.55M +$65.6K +2,018 +2%
B
181
Barings
North Carolina
$3.47M
WIM
182
Westside Investment Management
California
$3.45M +$1.21M +37,340 +59%
JCM
183
Jafra Capital Management
New York
$3.42M +$3.25M +100,000 New
MA
184
Montag & Associates
Georgia
$3.38M +$2.41M +74,054 +300%
LFM
185
Lumina Fund Management
New York
$3.37M
HA
186
Hamel Associates
New Jersey
$3.35M +$3.18M +97,890 New
Citadel Advisors
187
Citadel Advisors
Florida
$3.29M +$3.12M +95,988 New
LPC
188
Loeb Partners Corp
New York
$3.27M -$1.17M -36,000 -27%
SCA
189
Stillwater Capital Advisors
Pennsylvania
$3.25M +$1.19M +36,584 +63%
CWM
190
Cranbrook Wealth Management
Michigan
$3.22M -$44.8K -1,378 -1%
HBT
191
Hills Bank & Trust
Iowa
$3.22M -$102K -3,146 -3%
Bank of New York Mellon
192
Bank of New York Mellon
New York
$3.21M -$563K -17,300 -16%
HSBC Holdings
193
HSBC Holdings
United Kingdom
$3.13M +$32.5K +998 +1%
RCM
194
Riverhead Capital Management
Delaware
$3.13M -$631K -19,386 -17%
CCM
195
Corsair Capital Management
New York
$3.12M +$195K +6,000 +7%
BWM
196
Biltmore Wealth Management
Arizona
$3.1M +$77.2K +2,372 +3%
TAM
197
Tocqueville Asset Management
New York
$3.09M -$186K -5,724 -6%
FC
198
FCA Corp
Texas
$3.07M +$53.9K +1,658 +2%
NCM
199
Noesis Capital Mangement
Florida
$3.06M +$186K +5,710 +7%
GWM
200
Geneos Wealth Management
Colorado
$3.06M +$1.45M +44,642 +99%

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.