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State Street Energy Select Sector SPDR ETF

876 hedge funds and large institutions have $12.9B invested in State Street Energy Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 73

26% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 276

21% more funds holding in top 10

Funds holding in top 10: 4858 (+10)

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$2B)

7.69% more ownership

Funds ownership: 126.48%134.17% (+7.7%)

6% more funds holding

Funds holding: 827876 (+49)

11% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.11B

Holders
876
Holders Change
+49
Holders Change %
+5.93%
% of All Funds
20.05%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.33%
New
129
Increased
347
Reduced
276
Closed
73
Calls
$1.88B
Puts
$2.11B
Net Calls
-$224M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
176
Clal Insurance
Israel
$5.01M
CI
177
CX Institutional
Indiana
$4.89M +$4.79M +128,780 New
HCMNY
178
Howard Capital Management (New York)
New York
$4.87M -$66K -1,776 -1%
NSIM
179
North Star Investment Management
Illinois
$4.83M +$4.42M +119,030 +1,443%
SIMM
180
Stillwater Investment Management (Minnesota)
Minnesota
$4.83M +$74.1K +1,994 +2%
VFA
181
Valeo Financial Advisors
Indiana
$4.72M -$12K -324 -0.3%
WP
182
WealthPLAN Partners
Nebraska
$4.72M +$990K +26,650 +27%
PC
183
Palo Capital
California
$4.7M -$43.5K -1,172 -0.9%
BOTW
184
Bank of the West
California
$4.63M -$205K -5,530 -4%
AIM
185
AMI Investment Management
Indiana
$4.63M +$42.4K +1,140 +0.9%
KeyBank National Association
186
KeyBank National Association
Ohio
$4.61M -$228K -6,138 -5%
IIA
187
IPG Investment Advisors
California
$4.59M +$953K +25,648 +27%
GCA
188
Greenwood Capital Associates
South Carolina
$4.57M +$1.41M +37,818 +46%
FCC
189
Florin Court Capital
United Kingdom
$4.55M +$453K +12,200 +11%
PAMU
190
Pictet Asset Management (UK)
United Kingdom
$4.53M -$260K -7,000 -6%
PAG
191
Private Advisor Group
New Jersey
$4.53M -$1.22M -32,708 -21%
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
$4.51M +$4.42M +118,918 New
AIM
193
Assured Investment Management
New York
$4.5M +$2.37M +63,768 +117%
JIC
194
Johnson Investment Counsel
Ohio
$4.49M -$1.26M -33,872 -22%
AII
195
AGF Investments Inc
Ontario, Canada
$4.48M +$2.14M +57,598 +95%
Lazard Asset Management
196
Lazard Asset Management
New York
$4.48M -$3.9M -104,890 -47%
MAS
197
Madden Advisory Services
Florida
$4.47M +$93.9K +2,526 +2%
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$4.46M -$70.1K -1,886 -2%
WC
199
Whitnell & Co
Illinois
$4.45M +$148K +3,972 +4%
SCA
200
Stillwater Capital Advisors
Pennsylvania
$4.44M +$416K +11,190 +11%

XLE Hedge Fund Activity: Q2 2018 in Review

876 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2018, worth a combined $12.9B — up 18% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XLE positions and 73 closed out — a net gain of 56 holders — while 347 added to existing stakes and 276 trimmed.

The largest buyer was Quantitative Investment Management, adding an estimated $216M. The largest seller was Altshuler Shaham, cutting an estimated $121M.

  • 876 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2018, up from 827 in Q1 2018.
  • Funds reported $12.9B of State Street Energy Select Sector SPDR ETF stock for Q2 2018, up 18% quarter-over-quarter.
  • 129 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2018 and 73 closed out, a net change of +56 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2018 was Quantitative Investment Management, an estimated $216M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2018 was Altshuler Shaham, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2018.