XLU icon

Utilities Select Sector SPDR Fund

388 hedge funds and large institutions have $6.57B invested in Utilities Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-16
Holders Change %
-3.96%
% of All Funds
11.27%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.46%
New
28
Increased
138
Reduced
159
Closed
43
Calls
$288M
Puts
$581M
Net Calls
-$292M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
TYCC
251
Texas Yale Capital Corp
Florida
$451K
LS
252
Lattice Strategies
Pennsylvania
$450K -$180K -4,270 -29%
SCP
253
Syntal Capital Partners
Texas
$444K +$303K +7,211 +215%
FUBT
254
First United Bank & Trust
Maryland
$439K -$5.26K -125 -1%
AI
255
Atria Investments
North Carolina
$435K -$48.3K -1,147 -10%
TH
256
TCTC Holdings
Texas
$434K
MFW
257
Meristem Family Wealth
Minnesota
$427K
Fidelity Investments
258
Fidelity Investments
Massachusetts
$425K +$54.9K +1,304 +15%
AIM
259
Acropolis Investment Management
Missouri
$423K -$141K -3,352 -25%
WPC
260
White Pine Capital
Minnesota
$406K
NAMP
261
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$404K
ST
262
Spinnaker Trust
Maine
$401K +$1.68K +40 +0.4%
CC
263
Courier Capital
New York
$398K
ICOA
264
Investment Centers of America
North Dakota
$382K +$78.4K +1,856 +26%
LIC
265
Lodestar Investment Counsel
Illinois
$377K -$358K -8,500 -49%
RVP
266
Relative Value Partners
Illinois
$375K
HPBT
267
High Point Bank & Trust
North Carolina
$374K -$35.8K -850 -9%
NEPWA
268
New England Private Wealth Advisors
Massachusetts
$368K -$368K -8,740 -50%
TCM
269
Telos Capital Management
California
$366K +$14.9K +355 +4%
HNB
270
Huntington National Bank
Ohio
$365K -$254K -6,050 -41%
EWM
271
Evercore Wealth Management
New York
$347K -$130K -3,088 -27%
SHA
272
Smith Hayes Advisers
Nebraska
$343K +$343K +8,154 New
VA
273
Valmark Advisers
Ohio
$342K
IH
274
IFC Holdings
Florida
$342K +$41K +970 +14%
DLCIG
275
D.L. Carlson Investment Group
New Hampshire
$341K +$26.4K +628 +8%