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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

506 hedge funds and large institutions have $6.16B invested in Utilities Select Sector SPDR Fund in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 106 increasing their positions, 214 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
12.67%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.53%
New
92
Increased
106
Reduced
214
Closed
80
Calls
$731M
Puts
$1.87B
Net Calls
-$1.14B
Net Calls Change
-$141M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$421M
2
CS
2
Credit Suisse
Switzerland
$318M
3
ERSOT
3
Employees Retirement System of Texas
Texas
$60.3M
4
MCM
4
Moore Capital Management
New York
$53.2M
5
HI
5
Honeywell International
North Carolina
$48.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
Citigroup
2
Citigroup
New York
$461M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$187M
4
Wells Fargo
4
Wells Fargo
California
$78.9M
5
LPL Financial
5
LPL Financial
California
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
351
Cambria Investment Management
California
$301K +$24.2K +499 +9%
TCM
352
Teza Capital Management
Illinois
$291K +$291K +6,000 New
SS
353
Sunbelt Securities
Texas
$290K -$188K -3,872 -39%
CCM
354
Catawba Capital Management
Virginia
$289K – – –
AAM
355
American Asset Management
Florida
$288K -$151K -3,119 -34%
EC
356
Estate Counselors
Wisconsin
$283K -$1.94K -40 -0.7%
CNC
357
Citizens & Northern Corp
Pennsylvania
$282K -$45.2K -929 -14%
CIM
358
Contravisory Investment Management
Massachusetts
$279K -$63.5K -1,308 -19%
WP
359
WealthSource Partners
California
$274K +$274K +5,644 New
YIA
360
YHB Investment Advisors
Connecticut
$273K +$40.5K +835 +17%
YCM
361
Yakira Capital Management
Connecticut
$271K +$271K +5,580 New
CFC
362
Coyle Financial Counsel
Illinois
$270K -$44.8K -922 -14%
GT
363
Greenleaf Trust
Michigan
$267K – – –
CCT
364
Country Club Trust
Missouri
$254K -$28.2K -580 -10%
CCM
365
Compton Capital Management
Rhode Island
$253K -$263K -5,400 -51%
SBSB
366
Sullivan, Bruyette, Speros & Blaney
Virginia
$251K – – –
EA
367
Elm Advisors
California
$250K – – –
FNFDCM
368
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$250K – – –
RCAG
369
Rehmann Capital Advisory Group
Michigan
$250K +$250K +5,153 New
LFAS
370
Level Four Advisory Services
Texas
$249K +$249K +5,124 New
SA
371
SL Advisors
New Jersey
$248K – – –
WA
372
WealthTrust Axiom
Pennsylvania
$247K – – –
WA
373
WFG Advisors
Texas
$246K -$206K -4,239 -46%
BOTW
374
Bank of the West
California
$236K -$144K -2,967 -38%
CT
375
Cambridge Trust
Massachusetts
$230K +$230K +4,730 New
13 14
15
16 17