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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

849 hedge funds and large institutions have $11.8B invested in Energy Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 292 increasing their positions, 272 reducing their positions, and 63 closing their positions.

Holders
849
Holders Change
+127
Holders Change %
+17.59%
% of All Funds
19.28%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
194
Increased
292
Reduced
272
Closed
63
Calls
$2.63B
Puts
$2.43B
Net Calls
+$203M
Net Calls Change
+$748M

Top Buyers

1
BL
1
Balentine LLC
Georgia
$127M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$130M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$108M
4
PPA
4
Parametric Portfolio Associates
Washington
$105M
5
Wells Fargo
5
Wells Fargo
California
$402M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
2
Morgan Stanley
New York
$669M
3
ECM
3
Element Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$6.75M
5
BCM
5
BlueCrest Capital Management
Jersey
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.34B 18,569,843 -2,161,065 -10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$924M 12,786,758 +386,557 +3%
Morgan Stanley
3
Morgan Stanley
New York
$669M 9,256,472 -1,838,568 -17%
UBS Group
4
UBS Group
Switzerland
$618M 8,546,922 +864,827 +11%
SGI
5
Swan Global Investments
Colorado
$415M 5,729,079 +102,062 +2%
Citigroup
6
Citigroup
New York
$406M 5,625,452 +813,406 +17%
Wells Fargo
7
Wells Fargo
California
$402M 5,558,724 +1,241,752 +29%
Creative Planning
8
Creative Planning
Kansas
$399M 5,519,532 -153,330 -3%
Rafferty Asset Management
9
Rafferty Asset Management
New York
$276M 3,815,079 +107,416 +3%
Goldman Sachs
10
Goldman Sachs
New York
$275M 3,811,627 -22,654 -0.6%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$269M 3,727,967 -420,322 -10%
LMIM
12
Lockheed Martin Investment Management
Maryland
$205M 2,830,954 +389,185 +16%
W
13
Wealthfront
California
$184M 2,539,940 +320,634 +14%
CS
14
Credit Suisse
Switzerland
$160M 2,209,694 +464,394 +27%
CSIA
15
Charles Schwab Investment Advisory
California
$156M 2,157,188 +33,211 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$150M 2,075,131 +1,238,316 +148%
N
17
Natixis
France
$141M 1,953,122 -394,921 -17%
Two Sigma Investments
18
Two Sigma Investments
New York
$130M 1,802,810 +1,592,901 +759%
BL
19
Balentine LLC
Georgia
$127M 1,758,533 +1,758,533 New
Ameriprise
20
Ameriprise
Minnesota
$109M 1,505,521 +191,723 +15%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$108M 1,499,239 +1,453,488 +3,177%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$107M 1,474,866 +568,830 +63%
V
23
Veritable
Delaware
$105M 1,455,561 +209,199 +17%
PPA
24
Parametric Portfolio Associates
Washington
$105M 1,452,853 +1,449,929 +49,587%
BlackRock
25
BlackRock
New York
$100M 1,385,993 +253 +0%
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