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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

532 hedge funds and large institutions have $6.51B invested in Utilities Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
13.28%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
50
Increased
174
Reduced
197
Closed
42
Calls
$982M
Puts
$1.86B
Net Calls
-$881M
Net Calls Change
+$239M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$322M
2
Bank of America
Bank of America
North Carolina
$724M
3
UBS Group
UBS Group
Switzerland
$332M
4
QIM
Quantitative Investment Management
Virginia
$124M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$127M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$432M
2
Morgan Stanley
Morgan Stanley
New York
$257M
3
PPFA
Provida Pension Fund Administrator
Chile
$74K
4
ECM
Element Capital Management
New York
$0
5
Nomura Holdings
Nomura Holdings
Japan
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
DBIA
226
Dumont & Blake Investment Advisors
New Jersey
$1.09M – – –
CB
227
Commerce Bank
Missouri
$1.08M -$1.02M -19,136 -48%
CA
228
Cetera Advisors
Colorado
$1.07M +$626K +11,758 +140%
TSWM
229
Triangle Securities Wealth Management
North Carolina
$1.02M -$28.1K -530 -3%
EVM
230
Eaton Vance Management
Massachusetts
$1.01M +$30.3K +570 +3%
Fidelity Investments
231
Fidelity Investments
Massachusetts
$999K -$3.82K -72 -0.4%
PGFC
232
Peapack-Gladstone Financial Corp
New Jersey
$993K -$29.3K -552 -3%
GFPC
233
Global Financial Private Capital
Florida
$982K +$982K +18,507 New
GHCM
234
Glen Harbor Capital Management
California
$978K -$793K -14,944 -45%
LCM
235
Lee Capital Management
New York
$965K +$55.4K +1,044 +6%
DC
236
Davenport & Co
Virginia
$961K +$50.6K +953 +6%
WI
237
WBI Investments
New Jersey
$958K +$958K +18,059 New
M&T Bank
238
M&T Bank
New York
$946K -$60.2K -1,135 -6%
1SB
239
1ST Source Bank
Indiana
$920K -$83.7K -1,578 -8%
BOS
240
Bingham Osborn & Scarborough
California
$914K +$743 +14 +0.1%
SCM
241
Southport Capital Management
Tennessee
$911K -$5.31K -100 -0.6%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$911K +$582K +10,966 +177%
ICOA
243
Investment Centers of America
North Dakota
$909K -$31.1K -585 -3%
MIC
244
Meridian Investment Counsel
California
$897K – – –
WA
245
Winfield Associates
Ohio
$889K -$15.2K -287 -2%
MCM
246
MV Capital Management
Maryland
$888K -$13.7K -259 -2%
BCFS
247
Butensky & Cohen Financial Security
Florida
$880K +$50.1K +944 +6%
AF
248
Arrow Financial
New York
$864K +$28.2K +532 +3%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$852K -$510K -9,617 -37%
CAM
250
Concorde Asset Management
Michigan
$849K -$459K -8,656 -35%
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