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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$1.09M +$391K +6,550 +56%
1SB
327
1ST Source Bank
Indiana
$1.08M +$8.71K +146 +0.8%
PA
328
Parallel Advisors
California
$1.08M +$162K +2,722 +18%
RJT
329
Raymond James Trust
Florida
$1.07M -$7.28K -122 -0.7%
EVM
330
Eaton Vance Management
Massachusetts
$1.07M – – –
HNB
331
Huntington National Bank
Ohio
$1.06M -$144K -2,408 -12%
BOS
332
Bingham Osborn & Scarborough
California
$1.05M – – –
ACM
333
AlphaStar Capital Management
North Carolina
$1.05M +$1.05M +17,518 New
SB
334
Simmons Bank
Arkansas
$1.04M -$15.7K -264 -1%
TAS
335
TIFF Advisory Services
Pennsylvania
$1.03M – – –
IA
336
IndexIQ Advisors
New York
$1.02M -$170K -2,850 -14%
BA
337
Ballew Advisors
Mississippi
$1.01M +$1.01M +16,660 New
HCP
338
Holt Capital Partners
Texas
$1.01M -$106K -1,775 -9%
FAM
339
Foothills Asset Management
Arizona
$1.01M -$23.3K -390 -2%
TFA
340
Transamerica Financial Advisors
Florida
$1.01M +$1.01M +16,971 New
CWM
341
Cranbrook Wealth Management
Michigan
$1.01M +$620K +10,393 +159%
SG
342
StoneX Group
New York
$998K +$998K +16,738 New
Millennium Management
343
Millennium Management
New York
$978K -$296K -4,963 -23%
IP
344
Intellectus Partners
California
$972K +$23.4K +392 +2%
MIC
345
Meridian Investment Counsel
California
$962K -$1.49K -25 -0.2%
I
346
IberiaBank
Louisiana
$954K +$123K +2,058 +15%
Fidelity International
347
Fidelity International
Bermuda
$945K -$1M -16,830 -52%
MHI
348
Miller Howard Investments
New York
$937K +$640K +10,724 +215%
DBIA
349
Dumont & Blake Investment Advisors
New Jersey
$923K -$4.47K -75 -0.5%
SCM
350
Southport Capital Management
Tennessee
$914K -$29.2K -490 -3%
12 13
14
15 16