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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

534 hedge funds and large institutions have $6.26B invested in Utilities Select Sector SPDR Fund in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
14.27%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
58
Increased
177
Reduced
210
Closed
43
Calls
$818M
Puts
$1.23B
Net Calls
-$415M
Net Calls Change
+$320M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$969M
2
Citigroup
2
Citigroup
New York
$370M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$53.4M
4
CS
4
Credit Suisse
Switzerland
$210M
5
SGI
5
Swan Global Investments
Colorado
$237M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$549M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$170M
4
Goldman Sachs
4
Goldman Sachs
New York
$690M
5
LPL Financial
5
LPL Financial
California
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
276
Bingham Osborn & Scarborough
California
$901K – – –
SCM
277
Southport Capital Management
Tennessee
$890K -$48K -915 -5%
RJT
278
Raymond James Trust
Florida
$883K – – –
PTC
279
Private Trust Company
Ohio
$865K -$16.9K -323 -2%
RPG
280
Risk Paradigm Group
Texas
$845K -$239K -4,554 -22%
Bank of New York Mellon
281
Bank of New York Mellon
New York
$844K +$69.5K +1,325 +9%
ECM
282
Exchange Capital Management
Michigan
$835K +$78K +1,487 +10%
CAL
283
Capital Advisors Ltd
Ohio
$827K -$60K -1,145 -7%
MTWSIF
284
Mivtachim The Workers Social Insurance Fund
Israel
$813K +$813K +15,500 New
RFC
285
Regions Financial Corp
Alabama
$802K -$328K -6,248 -29%
BFM
286
Boothbay Fund Management
New York
$793K +$793K +15,118 New
CWM
287
Concert Wealth Management
California
$789K +$21.3K +407 +3%
MA
288
MUFG Americas
New York
$766K +$7.98K +152 +1%
JGIA
289
Jackson Grant Investment Advisers
Connecticut
$750K +$111K +2,120 +17%
PCP
290
Proficio Capital Partners
Massachusetts
$746K -$26.2K -505 -3%
WCM
291
Windsor Capital Management
Arizona
$742K -$53.8K -1,026 -7%
BHB
292
Bank Hapoalim BM
Israel
$733K +$2.89K +55 +0.4%
SWP
293
Stratos Wealth Partners
Ohio
$720K +$298K +5,682 +71%
JGUA
294
John G. Ullman & Associates
New York
$719K +$378K +7,200 +111%
VC
295
Vicus Capital
Pennsylvania
$714K -$87K -1,657 -11%
BCFS
296
Butensky & Cohen Financial Security
Florida
$705K -$41.1K -784 -6%
SFA
297
Sequoia Financial Advisors
Ohio
$699K -$303K -5,770 -30%
BRWA
298
B. Riley Wealth Advisors
Florida
$688K -$8.68K -165 -1%
OA
299
Outfitter Advisors
Virginia
$688K – – –
FHA
300
First Horizon Advisors
Tennessee
$681K -$15.8K -300 -2%
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12
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