State Street Energy Select Sector SPDR ETF
398 hedge funds and large institutions have $9.46B invested in State Street Energy Select Sector SPDR ETF in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 137 reducing their positions, and 32 closing their positions.
72% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 32
6% more funds holding in top 10
Funds holding in top 10: 36 → 38 (+2)
5% more funds holding
Funds holding: 378 → 398 (+20)
9% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 137
2% less capital invested
Capital invested by funds: $9.66B → $9.46B (-$207M)
26.83% less ownership
Funds ownership: 258.59% → 231.76% (-27%)
30% less call options, than puts
Call options by funds: $1.07B | Put options by funds: $1.52B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$117M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$104M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$78.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$72.7M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$63.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$709M |
| 2 |
JP Morgan Chase
New York
|
-$314M |
| 3 |
N
Natixis
Paris,
France
|
-$160M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$105M |
| 5 |
Morgan Stanley
New York
|
-$52.1M |
XLE Hedge Fund Activity: Q3 2013 in Review
398 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2013, worth a combined $9.46B — down 2.1% from $9.66B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new XLE positions and 32 closed out — a net gain of 23 holders — while 149 added to existing stakes and 137 trimmed.
The largest buyer was Euclid Advisors, adding an estimated $117M. The largest seller was Citigroup, cutting an estimated $709M.
- 398 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2013, up from 378 in Q2 2013.
- Funds reported $9.46B of State Street Energy Select Sector SPDR ETF stock for Q3 2013, down 2.1% quarter-over-quarter.
- 55 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2013 and 32 closed out, a net change of +23 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2013 was Euclid Advisors, an estimated $117M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q3 2013 was Citigroup, an estimated $709M sold.
Based on aggregated 13F filings for Q3 2013.