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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

585 hedge funds and large institutions have $6.6B invested in Utilities Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 188 increasing their positions, 182 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+53
Holders Change %
+9.96%
% of All Funds
13.29%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
117
Increased
188
Reduced
182
Closed
59
Calls
$724M
Puts
$1.8B
Net Calls
-$1.08B
Net Calls Change
-$197M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$614M
2
Morgan Stanley
Morgan Stanley
New York
$498M
3
Goldman Sachs
Goldman Sachs
New York
$614M
4
PI
Putnam Investments
Massachusetts
$81.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$215M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.9M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$0
3
QIM
Quantitative Investment Management
Virginia
$0
4
Citigroup
Citigroup
New York
$513M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
251
Eaton Vance Management
Massachusetts
$919K -$86.4K -1,640 -9%
CASB
252
Cape Ann Savings Bank
Massachusetts
$913K +$913K +17,333 New
BOS
253
Bingham Osborn & Scarborough
California
$910K +$2.16K +41 +0.2%
OMC
254
Old Mission Capital
Illinois
$908K +$908K +17,229 New
EWM
255
Elite Wealth Management
Washington
$906K +$906K +17,199 New
SCM
256
Southport Capital Management
Tennessee
$904K – – –
PGFC
257
Peapack-Gladstone Financial Corp
New Jersey
$894K -$92.2K -1,750 -9%
MIC
258
Meridian Investment Counsel
California
$891K – – –
TPSF
259
Texas Permanent School Fund
Texas
$884K +$99.1K +1,881 +13%
Fidelity International
260
Fidelity International
Bermuda
$883K +$80.6K +1,530 +10%
Millennium Management
261
Millennium Management
New York
$882K -$2.75M -52,200 -76%
CF
262
Centaurus Financial
California
$880K +$880K +16,699 New
WA
263
Winfield Associates
Ohio
$878K -$5.27K -100 -0.6%
DBIA
264
Dumont & Blake Investment Advisors
New Jersey
$868K -$213K -4,045 -20%
M&T Bank
265
M&T Bank
New York
$857K -$81.4K -1,546 -9%
AF
266
Arrow Financial
New York
$852K -$5.8K -110 -0.7%
GFPC
267
Global Financial Private Capital
Florida
$848K -$127K -2,403 -13%
AG
268
Appleton Group
Wisconsin
$829K -$9.17K -174 -1%
WI
269
Wintrust Investments
Illinois
$819K +$25.5K +485 +3%
KC
270
KHP Capital
Oklahoma
$806K +$806K +15,294 New
EDRH
271
Edmond de Rothschild Holding
Switzerland
$802K +$749K +14,220 +1,408%
BCM
272
BTR Capital Management
California
$785K -$13.2K -250 -2%
SSG
273
Summit Securities Group
New York
$785K +$785K +14,900 New
VFA
274
Voya Financial Advisors
Connecticut
$784K +$34.9K +662 +5%
LCM
275
Lee Capital Management
New York
$772K -$186K -3,527 -19%
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