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Utilities Select Sector SPDR Fund

375 hedge funds and large institutions have $6.59B invested in Utilities Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+13
Holders Change %
+3.59%
% of All Funds
10.84%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.78%
New
53
Increased
139
Reduced
130
Closed
38
Calls
$219M
Puts
$195M
Net Calls
+$24.7M
Net Calls Change
+$82.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BOTW
276
Bank of the West
California
$302K -$898K -21,665 -75%
DLCIG
277
D.L. Carlson Investment Group
New Hampshire
$300K +$14.5K +350 +5%
CCM
278
Catawba Capital Management
Virginia
$299K -$622 -15 -0.2%
Fidelity Investments
279
Fidelity Investments
Massachusetts
$298K +$56.7K +1,368 +23%
AUIM
280
Aegon USA Investment Management
Iowa
$294K -$14.2K -343 -5%
ST
281
Smithfield Trust
Pennsylvania
$294K -$2.07K -50 -0.7%
JIC
282
Johnson Investment Counsel
Ohio
$293K -$59.1K -1,425 -17%
SAM
283
Sequent Asset Management
Texas
$293K +$293K +7,059 New
FWCM
284
Ferguson Wellman Capital Management
Oregon
$290K -$1.47M -35,485 -84%
OIA
285
Optimum Investment Advisors
Illinois
$288K +$37.4K +900 +15%
CFC
286
Coyle Financial Counsel
Illinois
$286K +$12.9K +311 +5%
RCM
287
Rotella Capital Management
Washington
$269K +$269K +6,500 New
SSWM
288
Smith Salley Wealth Management
North Carolina
$268K +$6.88K +166 +3%
MFIMFI
289
Mesirow Financial Investment Management - Fixed Income
Illinois
$266K -$857K -20,636 -76%
FMWA
290
Forvis Mazars Wealth Advisors
Missouri
$258K +$2.89K +70 +1%
DG
291
Davidson & Garrard
Virginia
$255K
MA
292
Montag & Associates
Georgia
$250K
AW
293
ACG Wealth
Georgia
$250K +$1.04K +25 +0.4%
Zurich Cantonal Bank
294
Zurich Cantonal Bank
Switzerland
$249K -$54K -1,300 -18%
QC
295
QCM Cayman
Texas
$248K +$248K +5,988 New
BPC
296
Banque Pictet & Cie
Switzerland
$245K -$228K -5,500 -48%
EA
297
Elm Advisors
California
$236K
SSWM
298
Sheets Smith Wealth Management
North Carolina
$232K -$82.9K -2,000 -26%
EVM
299
Eaton Vance Management
Massachusetts
$228K +$228K +5,520 New
WIC
300
Whitegate Investment Counselors
New Hampshire
$225K +$225K +4,525 New