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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

502 hedge funds and large institutions have $6.52B invested in Utilities Select Sector SPDR Fund in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 214 reducing their positions, and 77 closing their positions.

Holders
502
Holders Change
-32
Holders Change %
-5.99%
% of All Funds
13.42%
Holding in Top 10
23
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-42.5%
% of All Funds
0.61%
New
54
Increased
133
Reduced
214
Closed
77
Calls
$600M
Puts
$1.6B
Net Calls
-$996M
Net Calls Change
-$581M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Citigroup
2
Citigroup
New York
$558M
3
Bank of America
3
Bank of America
North Carolina
$1B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$251M
5
N
5
Natixis
France
$91.1M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$471K
2
Goldman Sachs
2
Goldman Sachs
New York
$571M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$53.5M
4
PAG
4
Pinnacle Advisory Group
Maryland
$1.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
226
Winfield Associates
Ohio
$923K 18,837 -5,563 -23%
TWM
227
Torch Wealth Management
Ohio
$916K 18,700 – –
CHC
228
City Holding Co
West Virginia
$905K 18,469 -214 -1%
CT
229
Coastline Trust
Rhode Island
$902K 18,412 -20 -0.1%
SFG
230
StrategIQ Financial Group
Indiana
$900K 18,372 +18,372 New
Creative Planning
231
Creative Planning
Kansas
$899K 18,355 -14,315 -44%
CAM
232
Concorde Asset Management
Michigan
$899K 18,583 -2,843 -13%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$892K 18,207 -3,769 -17%
MIC
234
Meridian Investment Counsel
California
$890K 18,160 -1,500 -8%
Nuveen Asset Management
235
Nuveen Asset Management
Illinois
$882K 18,000 -3,687 -17%
CASB
236
Cape Ann Savings Bank
Massachusetts
$877K 17,902 -560 -3%
BCM
237
BTR Capital Management
California
$845K 17,248 – –
CTC
238
Central Trust Company
Missouri
$844K 17,232 -31 -0.2%
VAS
239
Valicenti Advisory Services
New York
$840K 17,147 -5,488 -24%
SCM
240
Southport Capital Management
Tennessee
$829K 16,924 -35 -0.2%
RJT
241
Raymond James Trust
Florida
$823K 16,785 -47 -0.3%
KA
242
Kovack Advisors
Florida
$786K 16,041 +4,901 +44%
EM
243
ELCO Management
New York
$784K 16,000 +16,000 New
ECM
244
Exchange Capital Management
Michigan
$782K 15,957 +41 +0.3%
CAL
245
Capital Advisors Ltd
Ohio
$773K 15,773 +3 +0%
BOS
246
Bingham Osborn & Scarborough
California
$771K 15,732 -1,440 -8%
HSBC Holdings
247
HSBC Holdings
United Kingdom
$764K 15,585 -29,929 -66%
MTWSIF
248
Mivtachim The Workers Social Insurance Fund
Israel
$759K 15,500 – –
SWP
249
Stratos Wealth Partners
Ohio
$755K 15,403 +1,686 +12%
Fidelity International
250
Fidelity International
Bermuda
$749K 15,280 +3,280 +27%
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