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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

388 hedge funds and large institutions have $6.57B invested in Utilities Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-16
Holders Change %
-3.96%
% of All Funds
11.27%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.46%
New
28
Increased
138
Reduced
159
Closed
43
Calls
$288M
Puts
$581M
Net Calls
-$292M
Net Calls Change
-$151M

Top Buyers

1
Citigroup
Citigroup
New York
$285M
2
CS
Credit Suisse
Switzerland
$391M
3
Goldman Sachs
Goldman Sachs
New York
$1.03B
4
CA
Commerzbank Aktiengesellschaft
Germany
$716M
5
MAA
Managed Account Advisors
New Jersey
$107M

Top Sellers

1
EA
Euclid Advisors
Connecticut
$0
2
Bank of America
Bank of America
North Carolina
$364M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$43M
4
Barclays
Barclays
United Kingdom
$618M
5
AII
AGF Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
301
Barings
North Carolina
$244K -$8.41K -200 -3%
BOK
302
Bank of Kentucky
Kentucky
$240K +$19.4K +461 +9%
SF
303
Synovus Financial
Georgia
$236K +$16.9K +400 +8%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$231K -$80.7K -1,922 -26%
WA
305
WealthTrust Axiom
Pennsylvania
$227K +$126 +3 +0.1%
KIG
306
Kessler Investment Group
Indiana
$224K +$4.2K +100 +2%
MA
307
Montag & Associates
Georgia
$217K -$32.1K -763 -13%
EA
308
Elm Advisors
California
$217K – – –
MWM
309
Merriman Wealth Management
Washington
$217K – – –
HCP
310
Holt Capital Partners
Texas
$216K +$21K +500 +11%
CI
311
Conning Inc
Connecticut
$210K -$75.6K -1,800 -26%
TIM
312
Tortoise Investment Management
New York
$210K -$6.3K -150 -3%
VF
313
Virtu Financial
New York
$210K +$210K +4,999 New
CTA
314
Chesley Taft & Associates
Illinois
$206K – – –
IPC
315
Independent Portfolio Consultants
Florida
$200K -$2.53K -60 -1%
BRWM
316
B. Riley Wealth Management
Tennessee
$198K +$29.8K +710 +18%
1IC
317
1919 Investment Counsel
Maryland
$181K – – –
CPA
318
Cowen Prime Advisors
New York
$177K -$2.31K -55 -1%
GGPS
319
Gary Goldberg Planning Services
New York
$171K -$11.8K -282 -6%
MA
320
MCF Advisors
Kentucky
$161K -$9.68K -233 -6%
BKBG
321
BHF Kleinwort Benson Group
Belgium
$158K – – –
WTB
322
Washington Trust Bank
Washington
$155K -$22.2K -526 -13%
DSC
323
Duncker Streett & Co
Missouri
$135K +$506 +12 +0.4%
SSG
324
Summit Securities Group
New York
$126K -$54.6K -1,300 -30%
DADC
325
D.A. Davidson & Co
Montana
$124K -$62.7K -1,499 -34%
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