XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.71B
2
UBS Group
UBS Group
Switzerland
$657M
3
Deutsche Bank
Deutsche Bank
Germany
$381M
4
QIM
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
Citigroup
New York
$479M
2
Morgan Stanley
Morgan Stanley
New York
$475M
3
CS
Credit Suisse
Switzerland
$6.47M
4
ECM
Element Capital Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
251
Zurich Insurance Group
Switzerland
$757K +$757K +14,565 New
SCA
252
Stillwater Capital Advisors
Pennsylvania
$754K +$10.4K +200 +1%
IFA
253
Interactive Financial Advisors
Illinois
$750K -$274K -5,272 -27%
OC
254
Oppenheimer & Co
New York
$745K +$223K +4,283 +43%
PWW
255
Pettyjohn Wood & White
Virginia
$745K +$669K +128,920 +886%
TSS
256
Two Sigma Securities
New York
$742K -$3.19M -61,490 -81%
HTC
257
Haverford Trust Company
Pennsylvania
$740K – – –
SWM
258
SVA Wealth Management
Wisconsin
$732K +$732K +14,085 New
VFA
259
Voya Financial Advisors
Connecticut
$727K -$48.2K -929 -6%
CAL
260
Capital Advisors Ltd
Ohio
$712K – – –
I
261
IberiaBank
Louisiana
$712K +$401K +7,721 +129%
SCA
262
Sage Capital Advisors
South Dakota
$704K +$4.68K +90 +0.7%
WAM
263
Wolverine Asset Management
Illinois
$701K +$701K +13,500 New
LCM
264
Lucas Capital Management
New Jersey
$695K +$935 +18 +0.1%
PGFC
265
Peapack-Gladstone Financial Corp
New Jersey
$691K -$91K -1,750 -12%
BS
266
Boenning & Scattergood
Pennsylvania
$688K +$688K +13,240 New
EDRH
267
Edmond de Rothschild Holding
Switzerland
$681K -$1.91M -36,786 -74%
FWCM
268
Ferguson Wellman Capital Management
Oregon
$678K +$412K +7,925 +155%
WCM
269
Windsor Capital Management
Arizona
$674K +$36.9K +710 +6%
Mariner
270
Mariner
Kansas
$671K +$153K +2,940 +29%
OA
271
Outfitter Advisors
Virginia
$642K -$13K -250 -2%
AssetMark Inc
272
AssetMark Inc
California
$641K -$234K -4,508 -27%
Bank of New York Mellon
273
Bank of New York Mellon
New York
$636K +$19.5K +375 +3%
PTC
274
Private Trust Company
Ohio
$635K +$68.9K +1,327 +12%
PAMU
275
Pictet Asset Management (UK)
United Kingdom
$634K +$364K +7,000 +135%
9 10
11
12 13