State Street Energy Select Sector SPDR ETF
868 hedge funds and large institutions have $12.3B invested in State Street Energy Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 327 increasing their positions, 331 reducing their positions, and 85 closing their positions.
1.6% more ownership
Funds ownership: 133.36% → 134.96% (+1.6%)
1% less repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 331
4% less capital invested
Capital invested by funds: $12.9B → $12.3B (-$522M)
5% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 85
1% less funds holding
Funds holding: 877 → 868 (-9)
12% less funds holding in top 10
Funds holding in top 10: 58 → 51 (-7)
29% less call options, than puts
Call options by funds: $1.57B | Put options by funds: $2.22B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$95.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$89.7M |
| 3 |
CWM
CIBC World Markets
New York
|
+$75M |
| 4 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$48.7M |
| 5 |
JP Morgan Chase
New York
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$144M |
| 2 |
Citigroup
New York
|
-$118M |
| 3 |
State Street
Boston,
Massachusetts
|
-$108M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$72.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$72.3M |
XLE Hedge Fund Activity: Q3 2018 in Review
868 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2018, worth a combined $12.3B — down 4.1% from $12.9B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of XLE and 81 opened new positions — a net loss of 4 holders — while 331 trimmed existing stakes and 327 added.
The largest buyer was Morgan Stanley, adding an estimated $95.1M. The largest seller was Bank of America, cutting an estimated $144M.
- 868 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2018, down from 877 in Q2 2018.
- Funds reported $12.3B of State Street Energy Select Sector SPDR ETF stock for Q3 2018, down 4.1% quarter-over-quarter.
- 81 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2018 and 85 closed out, a net change of -4 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2018 was Morgan Stanley, an estimated $95.1M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q3 2018 was Bank of America, an estimated $144M sold.
Based on aggregated 13F filings for Q3 2018.