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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

897 hedge funds and large institutions have $9.29B invested in Energy Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 267 increasing their positions, 357 reducing their positions, and 150 closing their positions.

Holders
897
Holders Change
+32
Holders Change %
+3.7%
% of All Funds
20.02%
Holding in Top 10
36
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-29.41%
% of All Funds
0.8%
New
191
Increased
267
Reduced
357
Closed
150
Calls
$1.58B
Puts
$1.81B
Net Calls
-$233M
Net Calls Change
+$415M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$411M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$181M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$131M
4
PP
4
Paloma Partners
Connecticut
$115M
5
NM
5
NWI Management
New York
$88.9M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$0
2
BL
2
Balentine LLC
Georgia
$5.23M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
CSIA
4
Charles Schwab Investment Advisory
California
$0
5
Citigroup
5
Citigroup
New York
$106M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.25B 21,734,697 +659,728 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$774M 13,489,608 +417,202 +3%
Morgan Stanley
3
Morgan Stanley
New York
$609M 10,623,430 -1,078,063 -9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$411M 7,175,106 +3,550,009 +98%
UBS Group
5
UBS Group
Switzerland
$358M 6,234,154 +538,742 +9%
Goldman Sachs
6
Goldman Sachs
New York
$311M 5,423,667 +1,163,128 +27%
Wells Fargo
7
Wells Fargo
California
$286M 4,978,995 -1,082,546 -18%
SGI
8
Swan Global Investments
Colorado
$275M 4,824,706 +71,764 +2%
Ameriprise
9
Ameriprise
Minnesota
$242M 4,233,928 +1,089,502 +35%
LMIM
10
Lockheed Martin Investment Management
Maryland
$205M 3,571,621 +513,067 +17%
Rafferty Asset Management
11
Rafferty Asset Management
New York
$187M 3,263,249 -113,978 -3%
Two Sigma Investments
12
Two Sigma Investments
New York
$181M 3,153,579 +3,086,678 +4,614%
State Street
13
State Street
Massachusetts
$159M 2,779,498 +1,523,216 +121%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$131M 2,287,949 +2,255,858 +7,030%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$123M 2,141,768 +237,314 +12%
PP
16
Paloma Partners
Connecticut
$115M 2,000,021 +1,748,726 +696%
Citigroup
17
Citigroup
New York
$106M 1,845,226 -1,620,071 -47%
Creative Planning
18
Creative Planning
Kansas
$103M 1,794,523 -821,141 -31%
NM
19
NWI Management
New York
$88.9M 1,550,000 +1,550,000 New
DA
20
Duality Advisers
Florida
$88.6M 1,544,900 +1,544,900 New
PVH
21
Psagot Value Holdings
Israel
$88.5M 1,542,793 -204,515 -12%
QIM
22
Quantitative Investment Management
Virginia
$87.8M 1,531,500 -1,345,900 -47%
LPL Financial
23
LPL Financial
California
$87M 1,516,994 -64,475 -4%
Northern Trust
24
Northern Trust
Illinois
$82.7M 1,442,652 +76,712 +6%
BlackRock
25
BlackRock
New York
$78.5M 1,368,689 +106,153 +8%
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