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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

524 hedge funds and large institutions have $6.49B invested in Utilities Select Sector SPDR Fund in 2016 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 194 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
13.98%
Holding in Top 10
44
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+83.33%
% of All Funds
1.17%
New
121
Increased
194
Reduced
139
Closed
41
Calls
$741M
Puts
$1.48B
Net Calls
-$736M
Net Calls Change
-$275M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$610M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$174M
3
Citigroup
Citigroup
New York
$267M
4
Goldman Sachs
Goldman Sachs
New York
$717M
5
Bank of America
Bank of America
North Carolina
$820M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$227M
2
CA
Commerzbank Aktiengesellschaft
Germany
$218M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
4
Barclays
Barclays
United Kingdom
$106M
5
Citadel Advisors
Citadel Advisors
Florida
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
226
Fidelity Investments
Massachusetts
$1.15M -$788K -15,880 -41%
PGFC
227
Peapack-Gladstone Financial Corp
New Jersey
$1.13M +$2.53K +51 +0.2%
HPC
228
HM Payson & Co
Maine
$1.13M +$537K +10,830 +91%
DLCIG
229
D.L. Carlson Investment Group
New Hampshire
$1.12M +$113K +2,275 +11%
TC
230
TradeLink Capital
Illinois
$1.11M +$1.11M +22,430 New
CCM
231
Chilton Capital Management
Texas
$1.11M -$147K -2,970 -12%
BAM
232
Bruderman Asset Management
New York
$1.11M +$975K +19,658 +713%
CA
233
Cetera Advisors
Colorado
$1.11M +$175K +3,524 +19%
TCT
234
TIAA CREF Trust
Missouri
$1.11M +$488K +9,839 +79%
RA
235
RFG Advisory
Alabama
$1.09M +$1.09M +21,959 New
KIA
236
KCM Investment Advisors
California
$1.09M +$99 +2 +0%
EDRE
237
Edmond de Rothschild (Europe)
Luxembourg
$1.08M -$212K -4,282 -16%
NM
238
NWI Management
New York
$1.08M +$1.08M +21,700 New
RFC
239
Regions Financial Corp
Alabama
$1.07M +$12K +242 +1%
KeyBank National Association
240
KeyBank National Association
Ohio
$1.06M -$415K -8,356 -28%
WA
241
WBH Advisory
Maryland
$1.05M +$272K +5,477 +35%
WF
242
WealthTrust Fairport
Ohio
$1.05M +$59.2K +1,193 +6%
DBIA
243
Dumont & Blake Investment Advisors
New Jersey
$1.03M -$34.7K -700 -3%
RPG
244
Risk Paradigm Group
Texas
$1.03M -$439K -8,857 -30%
HCM
245
Hollencrest Capital Management
California
$992K +$7.29K +147 +0.7%
Mariner
246
Mariner
Kansas
$982K +$170K +3,433 +21%
WI
247
WrapManager Inc
California
$977K +$977K +19,689 New
MIC
248
Meridian Investment Counsel
California
$976K – – –
ICAS
249
Investors Capital Advisory Services
Massachusetts
$963K +$5.9K +119 +0.6%
Squarepoint
250
Squarepoint
New York
$952K +$952K +19,185 New
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10
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