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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

700 hedge funds and large institutions have $8.56B invested in Utilities Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 262 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+90
Holders Change %
+14.75%
% of All Funds
15.62%
Holding in Top 10
42
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+40%
% of All Funds
0.94%
New
153
Increased
262
Reduced
162
Closed
56
Calls
$447M
Puts
$1.4B
Net Calls
-$958M
Net Calls Change
-$796M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.08B
2
Bank of America
Bank of America
North Carolina
$869M
3
Nomura Holdings
Nomura Holdings
Japan
$119M
4
Morgan Stanley
Morgan Stanley
New York
$1.14B
5
AssetMark Inc
AssetMark Inc
California
$88.9M

Top Sellers

1
Citigroup
Citigroup
New York
$261M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$254M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$151M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$57.9M
5
QIM
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
301
Foothills Asset Management
Arizona
$934K -$8.47K -160 -0.9%
IFWM
302
Institute for Wealth Management
Colorado
$932K +$932K +17,613 New
BOS
303
Bingham Osborn & Scarborough
California
$927K +$94.7K +1,790 +11%
SB
304
Simmons Bank
Arkansas
$917K +$9.3K +176 +1%
TSWM
305
Triangle Securities Wealth Management
North Carolina
$913K -$30.4K -575 -3%
RJT
306
Raymond James Trust
Florida
$910K +$420K +7,941 +86%
BAM
307
Belpointe Asset Management
Nevada
$907K -$4.02M -75,918 -82%
CCM
308
Chilton Capital Management
Texas
$907K -$107K -2,030 -11%
COI
309
Capital One Investing
Virginia
$902K +$902K +17,037 New
SCA
310
Stillwater Capital Advisors
Pennsylvania
$898K +$94.7K +1,791 +12%
VFA
311
Voya Financial Advisors
Connecticut
$888K +$218K +4,135 +33%
Fidelity International
312
Fidelity International
Bermuda
$883K -$39.1K -738 -4%
WA
313
WESPAC Advisors
California
$882K +$882K +16,666 New
CT
314
Cambridge Trust
Massachusetts
$881K +$881K +16,652 New
GWM
315
Geneos Wealth Management
Colorado
$864K +$10.3K +195 +1%
MIC
316
Meridian Investment Counsel
California
$858K – – –
NL
317
NVWM LLC
Pennsylvania
$858K +$854K +16,134 +22,101%
MAFM
318
Mid Atlantic Financial Management
Pennsylvania
$849K +$849K +16,045 New
AWM
319
Altium Wealth Management
New York
$843K +$843K +15,928 New
GAMA
320
Graticule Asia Macro Advisors
New York
$841K -$2.05M -38,700 -71%
HR
321
Hayden Royal
North Carolina
$837K +$837K +15,821 New
SCM
322
Southport Capital Management
Tennessee
$826K +$16.1K +305 +2%
Bank of New York Mellon
323
Bank of New York Mellon
New York
$826K +$206K +3,884 +33%
DBIA
324
Dumont & Blake Investment Advisors
New Jersey
$823K -$27.8K -525 -3%
BCM
325
Boltwood Capital Management
California
$818K +$740 +14 +0.1%
11 12
13
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