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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 %
CASB
251
Cape Ann Savings Bank
Massachusetts
$949K -$2.18K -44 -0.2%
SFA
252
Sequoia Financial Advisors
Ohio
$947K -$121K -2,445 -11%
HIIFS
253
Harel Insurance Investments & Financial Services
Israel
$947K +$520K +10,490 +122%
CIM
254
Cetera Investment Management
California
$940K +$940K +18,920 New
TWM
255
Torch Wealth Management
Ohio
$923K – – –
CT
256
Coastline Trust
Rhode Island
$921K -$21.3K -430 -2%
CHC
257
City Holding Co
West Virginia
$900K +$24.3K +489 +3%
CTC
258
Central Trust Company
Missouri
$890K +$53.6K +1,081 +6%
SB
259
Simmons Bank
Arkansas
$890K +$890K +17,940 New
SCM
260
Southport Capital Management
Tennessee
$887K -$6.5K -131 -0.7%
BUB
261
BBVA USA Bancshares
Texas
$878K +$65.8K +1,326 +8%
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$872K +$326K +6,580 +60%
PWW
263
Pettyjohn Wood & White
Virginia
$864K +$55.6K +1,122 +7%
BCM
264
BTR Capital Management
California
$861K -$60.6K -1,220 -7%
AC
265
AFAM Capital
Texas
$860K -$1.79M -36,113 -68%
BOS
266
Bingham Osborn & Scarborough
California
$852K – – –
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$848K -$512K -10,323 -38%
WMSA
268
Weiss Multi-Strategy Advisers
New York
$844K +$571K +11,500 +209%
CAL
269
Capital Advisors Ltd
Ohio
$839K +$149 +3 +0%
RJT
270
Raymond James Trust
Florida
$835K +$70.7K +1,425 +9%
PTC
271
Private Trust Company
Ohio
$834K +$529K +10,663 +173%
DC
272
Davenport & Co
Virginia
$792K +$19.8K +400 +3%
VC
273
Vicus Capital
Pennsylvania
$757K +$309K +6,231 +69%
WCM
274
Windsor Capital Management
Arizona
$753K -$64.9K -1,309 -8%
MA
275
Montag & Associates
Georgia
$749K +$493K +9,942 +193%
9 10
11
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