XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

458 hedge funds and large institutions have $7.22B invested in Utilities Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 144 increasing their positions, 145 reducing their positions, and 27 closing their positions.

Holders
458
Holders Change
+70
Holders Change %
+18.04%
% of All Funds
12.22%
Holding in Top 10
35
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+118.75%
% of All Funds
0.93%
New
104
Increased
144
Reduced
145
Closed
27
Calls
$165M
Puts
$904M
Net Calls
-$739M
Net Calls Change
-$447M

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$612M
2
UBS Group
2
UBS Group
Switzerland
$207M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$213M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$127M
5
Deutsche Bank
5
Deutsche Bank
Germany
$146M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$685M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$204M
5
CA
5
Commerzbank Aktiengesellschaft
Germany
$609M
Name Market Value Shares Shares
Change 		Shares
Change %
CCT
351
Country Club Trust
Missouri
$262K 5,540 -7,483 -57%
BOK
352
Bank of Kentucky
Kentucky
$262K 5,551 -156 -3%
OCM
353
Orleans Capital Management
Louisiana
$262K 5,550 +5,550 New
SSWM
354
Sheets Smith Wealth Management
North Carolina
$260K 5,500 – –
BCM
355
Bluefin Capital Management
New York
$256K 5,426 +5,426 New
WA
356
WealthTrust Axiom
Pennsylvania
$254K 5,399 +3 +0.1%
FIG
357
Fusion Investment Group
Pennsylvania
$252K 5,357 -1,167 -18%
HCP
358
Holt Capital Partners
Texas
$249K 5,281 +150 +3%
KIG
359
Kessler Investment Group
Indiana
$243K 5,139 -189 -4%
EA
360
Elm Advisors
California
$243K 5,150 – –
ID
361
Integral Derivatives
New York
$236K 5,000 -11,800 -70%
TIM
362
Tortoise Investment Management
New York
$236K 5,000 – –
SF
363
Synovus Financial
Georgia
$232K 4,916 -680 -12%
CTA
364
Chesley Taft & Associates
Illinois
$231K 4,900 – –
FNFDCM
365
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$227K 4,800 +4,800 New
SCP
366
Syntal Capital Partners
Texas
$226K 4,801 -5,770 -55%
CL
367
CIM LLC
New York
$226K 4,795 +4,795 New
IPC
368
Independent Portfolio Consultants
Florida
$224K 4,750 – –
LCS
369
Levin Capital Strategies
New York
$222K 4,700 +4,700 New
LJAC
370
L.J. Altfest & Co
New York
$219K 4,630 +4,630 New
BPC
371
Banque Pictet & Cie
Switzerland
$217K 4,600 +4,600 New
EWM
372
Endurance Wealth Management
Rhode Island
$214K 4,552 +4,552 New
CPA
373
Cowen Prime Advisors
New York
$200K 4,242 +35 +0.8%
CMBA
374
C.M. Bidwell & Associates
Hawaii
$194K 4,105 -6,880 -63%
AF
375
Arrow Financial
New York
$178K 3,762 +985 +35%
13 14
15
16 17