State Street Energy Select Sector SPDR ETF
898 hedge funds and large institutions have $9.3B invested in State Street Energy Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 267 increasing their positions, 357 reducing their positions, and 151 closing their positions.
26% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 151
5.03% more ownership
Funds ownership: 135.26% → 140.29% (+5%)
4% more funds holding
Funds holding: 867 → 898 (+31)
13% less call options, than puts
Call options by funds: $1.58B | Put options by funds: $1.81B
25% less capital invested
Capital invested by funds: $12.3B → $9.3B (-$3.05B)
25% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 357
29% less funds holding in top 10
Funds holding in top 10: 51 → 36 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$238M |
| 2 |
Two Sigma Investments
New York
|
+$207M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$151M |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$117M |
| 5 |
NM
NWI Management
New York
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$153M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$139M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$110M |
| 4 |
Citigroup
New York
|
-$108M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$99.5M |
XLE Hedge Fund Activity: Q4 2018 in Review
898 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2018, worth a combined $9.3B — down 25% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 191 funds opened new XLE positions and 151 closed out — a net gain of 40 holders — while 267 added to existing stakes and 357 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $238M. The largest seller was TD Asset Management, exiting entirely with an estimated $153M sold.
- 898 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2018, up from 867 in Q3 2018.
- Funds reported $9.3B of State Street Energy Select Sector SPDR ETF stock for Q4 2018, down 25% quarter-over-quarter.
- 191 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2018 and 151 closed out, a net change of +40 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $238M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q4 2018 was TD Asset Management, an estimated $153M sold.
Based on aggregated 13F filings for Q4 2018.