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State Street Energy Select Sector SPDR ETF

744 hedge funds and large institutions have $10.4B invested in State Street Energy Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 267 increasing their positions, 286 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.14% more ownership

Funds ownership: 117.49%123.63% (+6.1%)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$96.6M)

7% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 286

7% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 101

2% less funds holding

Funds holding: 757744 (-13)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

13% less call options, than puts

Call options by funds: $2.8B | Put options by funds: $3.21B

Holders
744
Holders Change
-13
Holders Change %
-1.72%
% of All Funds
18.44%
Holding in Top 10
43
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.42%
% of All Funds
1.07%
New
94
Increased
267
Reduced
286
Closed
101
Calls
$2.8B
Puts
$3.21B
Net Calls
-$409M
Net Calls Change
+$790M

XLE Hedge Fund Activity: Q1 2017 in Review

744 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2017, worth a combined $10.4B — down 0.92% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of XLE and 94 opened new positions — a net loss of 7 holders — while 286 trimmed existing stakes and 267 added.

The largest buyer was Rafferty Asset Management, adding an estimated $178M. The largest seller was Morgan Stanley, cutting an estimated $241M.

  • 744 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2017, down from 757 in Q4 2016.
  • Funds reported $10.4B of State Street Energy Select Sector SPDR ETF stock for Q1 2017, down 0.92% quarter-over-quarter.
  • 94 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2017 and 101 closed out, a net change of -7 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2017 was Rafferty Asset Management, an estimated $178M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2017 was Morgan Stanley, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2017.