State Street Energy Select Sector SPDR ETF
440 hedge funds and large institutions have $10.1B invested in State Street Energy Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 140 increasing their positions, 145 reducing their positions, and 37 closing their positions.
127% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 37
24.82% more ownership
Funds ownership: 231.76% → 256.58% (+25%)
11% more funds holding
Funds holding: 398 → 440 (+42)
7% more capital invested
Capital invested by funds: $9.46B → $10.1B (+$664M)
3% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 145
8% less funds holding in top 10
Funds holding in top 10: 38 → 35 (-3)
70% less call options, than puts
Call options by funds: $936M | Put options by funds: $3.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$172M |
| 2 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
+$151M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$102M |
| 4 |
JP Morgan Chase
New York
|
+$86.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$78.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$238M |
| 2 |
SG Americas Securities
New York
|
-$177M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$167M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.7M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$55.1M |
XLE Hedge Fund Activity: Q4 2013 in Review
440 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2013, worth a combined $10.1B — up 7% from $9.46B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new XLE positions and 37 closed out — a net gain of 47 holders — while 140 added to existing stakes and 145 trimmed.
The largest buyer was Credit Suisse, adding an estimated $172M. The largest seller was Goldman Sachs, cutting an estimated $238M.
- 440 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2013, up from 398 in Q3 2013.
- Funds reported $10.1B of State Street Energy Select Sector SPDR ETF stock for Q4 2013, up 7% quarter-over-quarter.
- 84 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2013 and 37 closed out, a net change of +47 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2013 was Credit Suisse, an estimated $172M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q4 2013 was Goldman Sachs, an estimated $238M sold.
Based on aggregated 13F filings for Q4 2013.