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Utilities Select Sector SPDR Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
276
Forvis Mazars Wealth Advisors
Missouri
$234K +$234K +6,173 New
MA
277
Montag & Associates
Georgia
$229K -$162K -4,275 -41%
OIA
278
Optimum Investment Advisors
Illinois
$229K
AW
279
ACG Wealth
Georgia
$228K +$228K +6,016 New
CPO
280
Cerity Partners OCIO
New York
$226K +$226K +5,957 New
LCM
281
LVM Capital Management
Michigan
$224K -$28.3K -745 -11%
Fidelity Investments
282
Fidelity Investments
Massachusetts
$221K -$1.98M -52,250 -90%
NG
283
NatWest Group
United Kingdom
$217K -$80.4K -2,120 -27%
EA
284
Elm Advisors
California
$216K +$216K +5,700 New
VHAM
285
Van Hulzen Asset Management
California
$214K +$214K +5,643 New
MA
286
MCF Advisors
Kentucky
$211K +$73.4K +1,768 +53%
AHS
287
Aspiriant Holdings S3
California
$201K -$45.6K -1,200 -18%
BOK
288
Bank of Kentucky
Kentucky
$198K +$18.6K +489 +10%
KIG
289
Kessler Investment Group
Indiana
$197K +$197K +5,188 New
WRM
290
Westport Resources Management
Connecticut
$188K +$72.2K +1,900 +62%
SF
291
Synovus Financial
Georgia
$182K +$33.4K +875 +22%
EWM
292
Evercore Wealth Management
New York
$179K -$176K -4,635 -50%
HCP
293
Holt Capital Partners
Texas
$176K +$176K +4,631 New
DADC
294
D.A. Davidson & Co
Montana
$175K +$167K +4,433 +2,217%
GGPS
295
Gary Goldberg Planning Services
New York
$150K +$875 +23 +0.6%
CA
296
CapWealth Advisors
Tennessee
$149K -$24.2K -635 -14%
PTC
297
Private Trust Company
Ohio
$135K -$51.9K -1,369 -28%
CPA
298
Cowen Prime Advisors
New York
$130K -$1.14K -30 -0.9%
GC
299
Guggenheim Capital
Illinois
$129K -$20.8K -546 -14%
PO
300
Private Ocean
California
$128K +$128K +3,367 New