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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

849 hedge funds and large institutions have $11.8B invested in Energy Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 292 increasing their positions, 272 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+127
Holders Change %
+17.59%
% of All Funds
19.28%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
194
Increased
292
Reduced
272
Closed
63
Calls
$2.63B
Puts
$2.43B
Net Calls
+$203M
Net Calls Change
+$748M

Top Buyers

1
BL
Balentine LLC
Georgia
$127M
2
Two Sigma Investments
Two Sigma Investments
New York
$130M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$108M
4
PPA
Parametric Portfolio Associates
Washington
$105M
5
Wells Fargo
Wells Fargo
California
$402M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
Morgan Stanley
New York
$669M
3
ECM
Element Capital Management
New York
$0
4
Millennium Management
Millennium Management
New York
$6.75M
5
BCM
BlueCrest Capital Management
Jersey
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VDFA
176
Vickerman & Driscoll Financial Advisors
Washington
$4.82M +$4.82M +66,645 New
WAS
177
WESPAC Advisors SoCal
California
$4.81M -$229K -3,170 -5%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$4.78M +$291K +4,021 +6%
BTS
179
BB&T Securities
Virginia
$4.77M +$505K +6,990 +12%
CP
180
Corbenic Partners
Pennsylvania
$4.69M +$19.1K +264 +0.4%
VFA
181
Valeo Financial Advisors
Indiana
$4.68M +$1.64M +22,747 +54%
DCC
182
Dow Chemical Company
Michigan
$4.66M -$859K -11,887 -16%
HCMNY
183
Howard Capital Management (New York)
New York
$4.62M +$31.5K +436 +0.7%
BFA
184
Beaumont Financial Advisors
Massachusetts
$4.61M +$4.07M +56,368 +760%
CAIMH
185
Central Asset Investments & Management Holdings
Hong Kong
$4.53M +$4.53M +62,700 New
SIMM
186
Stillwater Investment Management (Minnesota)
Minnesota
$4.51M -$118K -1,630 -3%
BCM
187
Barometer Capital Management
Ontario, Canada
$4.5M +$4.5M +62,200 New
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$4.42M +$86.3K +1,195 +2%
William Blair & Company
189
William Blair & Company
Illinois
$4.32M +$1.96M +27,126 +83%
GWM
190
Geneos Wealth Management
Colorado
$4.26M +$1.02M +14,121 +31%
PC
191
Palo Capital
California
$4.17M +$4.17M +57,759 New
FIM
192
Foresters Investment Management
New York
$4.12M +$1.37M +19,000 +50%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$4.1M +$714K +9,886 +21%
MAS
194
Madden Advisory Services
Florida
$4.03M -$234K -3,235 -5%
AII
195
AGF Investments Inc
Ontario, Canada
$4.03M -$17.1K -237 -0.4%
MA
196
Montag & Associates
Georgia
$3.97M +$406K +5,615 +11%
WC
197
Whitnell & Co
Illinois
$3.94M +$72.5K +1,003 +2%
CGA
198
Crescent Grove Advisors
Illinois
$3.92M – – –
LSAG
199
Lake Street Advisors Group
New Hampshire
$3.9M +$3.9M +53,901 New
BOTW
200
Bank of the West
California
$3.89M +$1.31M +18,170 +51%
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