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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

375 hedge funds and large institutions have $6.59B invested in Utilities Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+13
Holders Change %
+3.59%
% of All Funds
10.84%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.78%
New
53
Increased
139
Reduced
130
Closed
38
Calls
$219M
Puts
$195M
Net Calls
+$24.7M
Net Calls Change
+$82.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$229M
2
CA
Commerzbank Aktiengesellschaft
Germany
+$207M
3
Barclays
Barclays
United Kingdom
+$153M
4
CS
Credit Suisse
Switzerland
+$145M
5
Citigroup
Citigroup
New York
+$89.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$435M
2
LMIM
Lockheed Martin Investment Management
Maryland
-$158M
3
SG Americas Securities
SG Americas Securities
New York
-$73.5M
4
AF
Ally Financial
Michigan
-$19.9M
5
Invesco
Invesco
Georgia
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
351
Tower Research Capital (TRC)
New York
$26K -$3.17M -76,436 -99%
LNB
352
Ledyard National Bank
$23K – – –
WA
353
Waverly Advisors
Alabama
$22K – – –
BC
354
Bartlett & Co
Ohio
$22K +$254 +6 +1%
MAS
355
Madden Advisory Services
Florida
$19K +$4.32K +104 +29%
WIL
356
Winifred I. Li
$18K – – –
WEC
357
Winslow Evans & Crocker
Massachusetts
$17.4K -$1.58K -38 -8%
CCM
358
Carderock Capital Management
Maryland
$17K +$17K +418 New
CCS
359
Crosspoint Capital Strategies
California
$15K – – –
EAMA
360
EFG Asset Management (Americas)
Florida
$14K – – –
FMP
361
Financial Management Professionals
Texas
$13K – – –
PMFA
362
Plante Moran Financial Advisors
Michigan
$12K -$38.9K -972 -76%
PSI
363
Pinnacle Summer Investments
Virginia
$11K – – –
BFEC
364
Benjamin F. Edwards & Company
Missouri
$11K – – –
LWM
365
LBA Wealth Management
Florida
$10K -$10K -250 -50%
KT
366
Kanaly Trust
Texas
$10K – – –
CP
367
Corbenic Partners
Pennsylvania
$9K – – –
BCMIO
368
Beacon Capital Management Inc (Ohio)
Ohio
$9K +$9K +225 New
HCC
369
Hirtle Callaghan & Co
Pennsylvania
$8K – – –
BAM
370
Barrett Asset Management
New York
$8K – – –
IT
371
Investors Trust
Texas
$7K – – –
RFA
372
Reilly Financial Advisors
California
$4K +$4K +100 New
WRM
373
Westport Resources Management
Connecticut
$2K -$200K -4,900 -99%
Toronto Dominion Bank
374
Toronto Dominion Bank
Ontario, Canada
$1K – – –
AF
375
Ally Financial
Michigan
– -$19.9M -525,000 Closed
13 14
15
16 17