State Street Energy Select Sector SPDR ETF
629 hedge funds and large institutions have $8.21B invested in State Street Energy Select Sector SPDR ETF in 2015 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 80 closing their positions.
86% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 80
24% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 191
12% more funds holding
Funds holding: 564 → 629 (+65)
5% more capital invested
Capital invested by funds: $7.84B → $8.21B (+$370M)
5.05% less ownership
Funds ownership: 142.69% → 137.63% (-5.1%)
34% less funds holding in top 10
Funds holding in top 10: 44 → 29 (-15)
36% less call options, than puts
Call options by funds: $1.31B | Put options by funds: $2.04B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$277M |
| 2 |
Goldman Sachs
New York
|
+$197M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$170M |
| 4 |
LPL Financial
San Diego,
California
|
+$75.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$67.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$288M |
| 2 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$283M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$150M |
| 4 |
JP Morgan Chase
New York
|
-$64.7M |
| 5 |
SCM
Scopia Capital Management
New York
|
-$64.5M |
XLE Hedge Fund Activity: Q4 2015 in Review
629 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2015, worth a combined $8.21B — up 4.7% from $7.84B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new XLE positions and 80 closed out — a net gain of 69 holders — while 236 added to existing stakes and 191 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $277M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $288M.
- 629 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2015, up from 564 in Q3 2015.
- Funds reported $8.21B of State Street Energy Select Sector SPDR ETF stock for Q4 2015, up 4.7% quarter-over-quarter.
- 149 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2015 and 80 closed out, a net change of +69 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2015 was Morgan Stanley, an estimated $277M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q4 2015 was BNP Paribas Financial Markets, an estimated $288M sold.
Based on aggregated 13F filings for Q4 2015.