State Street Energy Select Sector SPDR ETF
764 hedge funds and large institutions have $7.06B invested in State Street Energy Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 231 increasing their positions, 359 reducing their positions, and 109 closing their positions.
2.6% less ownership
Funds ownership: 139.42% → 136.82% (-2.6%)
5% less funds holding
Funds holding: 808 → 764 (-44)
17% less capital invested
Capital invested by funds: $8.51B → $7.06B (-$1.45B)
22% less funds holding in top 10
Funds holding in top 10: 27 → 21 (-6)
23% less call options, than puts
Call options by funds: $2.08B | Put options by funds: $2.69B
35% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 109
36% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 359
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$90.1M |
| 2 |
NM
NWI Management
New York
|
+$60.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$48.4M |
| 4 |
Two Sigma Investments
New York
|
+$36.9M |
| 5 |
JP Morgan Chase
New York
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$608M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$199M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$117M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$62.9M |
| 5 |
ARCM
Asia Research & Capital Management
Hong Kong
|
-$49.4M |
XLE Hedge Fund Activity: Q3 2019 in Review
764 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2019, worth a combined $7.06B — down 17% from $8.51B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of XLE and 71 opened new positions — a net loss of 38 holders — while 359 trimmed existing stakes and 231 added.
The largest buyer was Morgan Stanley, adding an estimated $90.1M. The largest seller was Prudential plc, exiting entirely with an estimated $608M sold.
- 764 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2019, down from 808 in Q2 2019.
- Funds reported $7.06B of State Street Energy Select Sector SPDR ETF stock for Q3 2019, down 17% quarter-over-quarter.
- 71 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2019 and 109 closed out, a net change of -38 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2019 was Morgan Stanley, an estimated $90.1M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q3 2019 was Prudential plc, an estimated $608M sold.
Based on aggregated 13F filings for Q3 2019.