XLU icon

Utilities Select Sector SPDR Fund

362 hedge funds and large institutions have $5.45B invested in Utilities Select Sector SPDR Fund in 2013 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 103 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
10.51%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.61%
New
80
Increased
103
Reduced
138
Closed
45
Calls
$212M
Puts
$270M
Net Calls
-$58.2M
Net Calls Change
-$745M
Name Holding Trade Value Shares
Change
Shares
Change %
BPC
226
Banque Pictet & Cie
Switzerland
$433K +$433K +11,400 New
Creative Planning
227
Creative Planning
Kansas
$432K +$95.9K +2,527 +29%
HPBT
228
High Point Bank & Trust
North Carolina
$428K
TYCC
229
Texas Yale Capital Corp
Florida
$407K
MFW
230
Meristem Family Wealth
Minnesota
$399K -$2.55K -67 -0.6%
RA
231
Rational Advisors
New York
$395K
TH
232
TCTC Holdings
Texas
$391K
DS
233
DRW Securities
Illinois
$389K +$389K +10,247 New
CC
234
Courier Capital
New York
$382K
CAL
235
Capital Advisors Ltd
Ohio
$380K +$380K +10,010 New
STIA
236
Stone Toro Investment Advisers
New Jersey
$371K -$12.1K -319 -3%
B
237
Barings
North Carolina
$366K -$1.12M -29,550 -75%
NAMP
238
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$365K -$57K -1,500 -14%
FUBT
239
First United Bank & Trust
Maryland
$363K +$20.7K +545 +6%
WS
240
Wedbush Securities
California
$362K +$87.2K +2,300 +32%
TCM
241
Telos Capital Management
California
$361K -$9.69K -255 -3%
RJT
242
Raymond James Trust
Florida
$342K +$70.2K +1,850 +26%
RVP
243
Relative Value Partners
Illinois
$338K -$30.4K -800 -8%
EWM
244
Elite Wealth Management
Washington
$337K +$337K +8,866 New
VA
245
Valmark Advisers
Ohio
$335K +$6.03K +159 +2%
CIC
246
Carnegie Investment Counsel
Ohio
$330K +$330K +8,685 New
NES
247
New England Securities
New York
$329K +$216K +5,692 +191%
IFA
248
Interactive Financial Advisors
Illinois
$328K +$8.05K +212 +3%
JIC
249
Johnson Investment Counsel
Ohio
$322K -$11.2K -296 -3%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$312K +$312K +8,210 New