State Street Energy Select Sector SPDR ETF
891 hedge funds and large institutions have $6.89B invested in State Street Energy Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 281 increasing their positions, 303 reducing their positions, and 81 closing their positions.
170% more first-time investments, than exits
New positions opened: 219 | Existing positions closed: 81
43% more funds holding in top 10
Funds holding in top 10: 21 → 30 (+9)
17% more funds holding
Funds holding: 763 → 891 (+128)
2% less capital invested
Capital invested by funds: $7.02B → $6.89B (-$131M)
7% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 303
8.74% less ownership
Funds ownership: 136.82% → 128.08% (-8.7%)
42% less call options, than puts
Call options by funds: $2.13B | Put options by funds: $3.68B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$124M |
| 2 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$88.5M |
| 3 |
Two Sigma Investments
New York
|
+$79.2M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$32.1M |
| 5 |
Twin Tree Management
Dallas,
Texas
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$270M |
| 2 |
Morgan Stanley
New York
|
-$144M |
| 3 |
Citigroup
New York
|
-$131M |
| 4 |
JP Morgan Chase
New York
|
-$127M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$71.7M |
XLE Hedge Fund Activity: Q4 2019 in Review
891 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2019, worth a combined $6.89B — down 1.9% from $7.02B a quarter earlier.
Buyers outnumbered sellers: 219 funds opened new XLE positions and 81 closed out — a net gain of 138 holders — while 281 added to existing stakes and 303 trimmed.
The largest buyer was Bessemer Group, adding an estimated $124M. The largest seller was Bank of America, cutting an estimated $270M.
- 891 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2019, up from 763 in Q3 2019.
- Funds reported $6.89B of State Street Energy Select Sector SPDR ETF stock for Q4 2019, down 1.9% quarter-over-quarter.
- 219 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2019 and 81 closed out, a net change of +138 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2019 was Bessemer Group, an estimated $124M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q4 2019 was Bank of America, an estimated $270M sold.
Based on aggregated 13F filings for Q4 2019.