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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 %
CPC
276
Cookson Peirce & Co
Pennsylvania
$748K +$748K +15,070 New
PCP
277
Proficio Capital Partners
Massachusetts
$740K +$693K +13,956 +1,469%
Bank of New York Mellon
278
Bank of New York Mellon
New York
$733K -$2.27M -45,744 -76%
MCM
279
MV Capital Management
Maryland
$731K -$169K -3,414 -19%
Zurich Cantonal Bank
280
Zurich Cantonal Bank
Switzerland
$729K – – –
CWM
281
Concert Wealth Management
California
$727K -$101K -2,035 -12%
FF
282
Friedenthal Financial
New Jersey
$726K – – –
AWA
283
Arete Wealth Advisors
Illinois
$726K +$726K +14,635 New
MA
284
MUFG Americas
New York
$717K -$81.1K -1,633 -10%
ECM
285
Exchange Capital Management
Michigan
$716K +$8.29K +167 +1%
FMBTD
286
First Midwest Bank Trust Division
Illinois
$713K +$10.9K +220 +2%
FHC
287
First Heartland Consultants
Missouri
$712K +$712K +14,357 New
BCFS
288
Butensky & Cohen Financial Security
Florida
$705K +$7.74K +156 +1%
VAM
289
Visionary Asset Management
Texas
$703K +$468K +9,430 +199%
BHB
290
Bank Hapoalim BM
Israel
$690K +$267K +5,390 +63%
HCP
291
Holt Capital Partners
Texas
$687K -$21.4K -431 -3%
CI
292
Cavalier Investments
Georgia
$675K +$675K +13,610 New
ASN
293
Advisory Services Network
Georgia
$666K +$159K +3,206 +31%
WA
294
Winfield Associates
Ohio
$665K +$511K +10,300 +332%
BCP
295
Berkeley Capital Partners
Georgia
$660K +$660K +13,291 New
FHA
296
First Horizon Advisors
Tennessee
$658K -$23.2K -467 -3%
BRWA
297
B. Riley Wealth Advisors
Florida
$657K -$24.5K -494 -4%
FA
298
FDx Advisors
Illinois
$652K +$652K +13,136 New
OA
299
Outfitter Advisors
Virginia
$651K – – –
LSA
300
L & S Advisors
California
$646K +$646K +13,028 New
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12
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