State Street Energy Select Sector SPDR ETF
624 hedge funds and large institutions have $8.29B invested in State Street Energy Select Sector SPDR ETF in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 234 increasing their positions, 217 reducing their positions, and 99 closing their positions.
31% more funds holding in top 10
Funds holding in top 10: 29 → 38 (+9)
8% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 217
3% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 99
1% more capital invested
Capital invested by funds: $8.21B → $8.29B (+$78.8M)
1% less funds holding
Funds holding: 629 → 624 (-5)
10% less call options, than puts
Call options by funds: $1.27B | Put options by funds: $1.41B
9.71% less ownership
Funds ownership: 137.63% → 127.93% (-9.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$140M |
| 2 |
Citigroup
New York
|
+$93M |
| 3 |
Rafferty Asset Management
New York
|
+$75.2M |
| 4 |
Barclays
London,
United Kingdom
|
+$68.8M |
| 5 |
GCM
Graham Capital Management
Rowayton,
Connecticut
|
+$64.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$400M |
| 2 |
Morgan Stanley
New York
|
-$50.2M |
| 3 |
JHC
JFB Holdings Corp
Atlanta,
Georgia
|
-$45M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
-$37.5M |
| 5 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$37M |
XLE Hedge Fund Activity: Q1 2016 in Review
624 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2016, worth a combined $8.29B — up 0.96% from $8.21B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new XLE positions and 99 closed out — a net gain of 3 holders — while 234 added to existing stakes and 217 trimmed.
The largest buyer was Bank of America, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $400M.
- 624 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2016, down from 629 in Q4 2015.
- Funds reported $8.29B of State Street Energy Select Sector SPDR ETF stock for Q1 2016, up 0.96% quarter-over-quarter.
- 102 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2016 and 99 closed out, a net change of +3 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2016 was Bank of America, an estimated $140M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q1 2016 was JP Morgan Chase, an estimated $400M sold.
Based on aggregated 13F filings for Q1 2016.