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State Street Energy Select Sector SPDR ETF

442 hedge funds and large institutions have $11.4B invested in State Street Energy Select Sector SPDR ETF in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 166 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $10.1B → $11.4B (+$1.31B)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

1.46% more ownership

Funds ownership: 256.58%258.04% (+1.5%)

8% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 48

0% more funds holding

Funds holding: 440442 (+2)

4% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 166

44% less call options, than puts

Call options by funds: $811M | Put options by funds: $1.45B

Holders
442
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
12.72%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
1.09%
New
52
Increased
159
Reduced
166
Closed
48
Calls
$811M
Puts
$1.45B
Net Calls
-$637M
Net Calls Change
+$1.58B

XLE Hedge Fund Activity: Q1 2014 in Review

442 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2014, worth a combined $11.4B — up 13% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new XLE positions and 48 closed out — a net gain of 4 holders — while 159 added to existing stakes and 166 trimmed.

The largest buyer was Commerzbank Aktiengesellschaft, adding an estimated $518M. The largest seller was SG Americas Securities, cutting an estimated $236M.

  • 442 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2014, up from 440 in Q4 2013.
  • Funds reported $11.4B of State Street Energy Select Sector SPDR ETF stock for Q1 2014, up 13% quarter-over-quarter.
  • 52 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2014 and 48 closed out, a net change of +4 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2014 was Commerzbank Aktiengesellschaft, an estimated $518M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2014 was SG Americas Securities, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2014.