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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

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

Top Buyers

1
Citigroup
Citigroup
New York
$702M
2
Goldman Sachs
Goldman Sachs
New York
$986M
3
CA
Commerzbank Aktiengesellschaft
Germany
$499M
4
Morgan Stanley
Morgan Stanley
New York
$502M
5
U
UBS
Switzerland
$159M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.66M
2
Invesco
Invesco
Georgia
$18.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$300M
4
ADEF
Adams Diversified Equity Fund
Maryland
$0
5
MSU
Maple Securities USA
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
251
Baker Avenue Asset Management
California
$309K +$309K +8,131 New
BIM
252
BlackRock Investment Management
Delaware
$306K – – –
BWM
253
Braver Wealth Management
Massachusetts
$306K +$38 +1 +0%
CAN
254
Cetera Advisor Networks
California
$305K -$63.9K -1,700 -17%
Two Sigma Investments
255
Two Sigma Investments
New York
$304K +$304K +8,000 New
CIA
256
Choate Investment Advisors
Massachusetts
$298K +$298K +7,860 New
BCM
257
Brookstone Capital Management
Illinois
$296K +$296K +7,785 New
RCM
258
Rivernorth Capital Management
Florida
$292K +$292K +7,700 New
SSWM
259
Sheets Smith Wealth Management
North Carolina
$289K -$11.4K -300 -4%
FAM
260
Foothills Asset Management
Arizona
$284K +$284K +7,490 New
CCM
261
Compton Capital Management
Rhode Island
$283K +$22.8K +600 +9%
AUIM
262
Aegon USA Investment Management
Iowa
$283K +$283K +7,445 New
Zurich Cantonal Bank
263
Zurich Cantonal Bank
Switzerland
$277K -$75.9K -2,000 -22%
CCM
264
Catawba Capital Management
Virginia
$274K -$1.71K -45 -0.6%
RFC
265
Russell Frank Company
Washington
$273K -$488K -12,500 -64%
ST
266
Smithfield Trust
Pennsylvania
$272K – – –
ACM
267
Antonetti Capital Management
Florida
$264K +$92.1K +2,425 +54%
DLCIG
268
D.L. Carlson Investment Group
New Hampshire
$261K +$261K +6,885 New
HNB
269
Huntington National Bank
Ohio
$260K -$6.65K -175 -2%
CFC
270
Coyle Financial Counsel
Illinois
$250K +$250K +6,587 New
WPC
271
White Pine Capital
Minnesota
$246K +$19.5K +515 +9%
RT
272
Rockland Trust
Massachusetts
$245K +$245K +6,458 New
MWM
273
Merriman Wealth Management
Washington
$243K +$243K +6,400 New
SSWM
274
Smith Salley Wealth Management
North Carolina
$239K -$7.28K -192 -3%
DG
275
Davidson & Garrard
Virginia
$234K +$234K +6,150 New
9 10
11
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