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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
326
Intellectus Partners
California
$925K +$925K +15,910 New
SCM
327
Southport Capital Management
Tennessee
$920K +$12.4K +213 +1%
HR
328
Hayden Royal
North Carolina
$914K -$6.81K -117 -0.7%
SI
329
Stephens Inc
Arkansas
$906K +$612K +10,513 +208%
DBIA
330
Dumont & Blake Investment Advisors
New Jersey
$905K – – –
FHA
331
Flagship Harbor Advisors
Massachusetts
$904K +$152K +2,619 +20%
WS
332
Wedbush Securities
California
$899K +$283K +4,855 +46%
PA
333
Parallel Advisors
California
$895K +$6.51K +112 +0.7%
LCM
334
Lucas Capital Management
New Jersey
$889K +$53.2K +915 +6%
CAM
335
Concorde Asset Management
Michigan
$887K +$153K +2,623 +21%
DC
336
Davenport & Co
Virginia
$885K +$34.5K +593 +4%
BCM
337
Boltwood Capital Management
California
$883K -$17.1K -294 -2%
GWM
338
Geneos Wealth Management
Colorado
$882K -$69.5K -1,195 -7%
TPSF
339
Texas Permanent School Fund
Texas
$870K +$78.2K +1,343 +10%
CCM
340
Chilton Capital Management
Texas
$863K -$134K -2,304 -13%
Bank of New York Mellon
341
Bank of New York Mellon
New York
$848K -$60K -1,031 -7%
ACS
342
Archford Capital Strategies
Illinois
$839K +$193K +3,323 +30%
AWM
343
Altium Wealth Management
New York
$835K -$92.1K -1,582 -10%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$829K -$7.59M -120,057 -90%
MAFM
345
Mid Atlantic Financial Management
Pennsylvania
$824K -$110K -1,884 -12%
PWW
346
Pettyjohn Wood & White
Virginia
$823K -$14.5K -250 -2%
I
347
IberiaBank
Louisiana
$811K -$15.1K -260 -2%
FSC
348
Full Sail Capital
Oklahoma
$809K +$11.3K +195 +1%
SCA
349
Sage Capital Advisors
South Dakota
$804K -$5.23K -90 -0.6%
HTC
350
Haverford Trust Company
Pennsylvania
$799K -$29.1K -500 -4%
12 13
14
15 16