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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

388 hedge funds and large institutions have $6.57B invested in Utilities Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-16
Holders Change %
-3.96%
% of All Funds
11.27%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.46%
New
28
Increased
138
Reduced
159
Closed
43
Calls
$288M
Puts
$581M
Net Calls
-$292M
Net Calls Change
-$151M

Top Buyers

1
Citigroup
Citigroup
New York
$285M
2
CS
Credit Suisse
Switzerland
$391M
3
Goldman Sachs
Goldman Sachs
New York
$1.03B
4
CA
Commerzbank Aktiengesellschaft
Germany
$716M
5
MAA
Managed Account Advisors
New Jersey
$107M

Top Sellers

1
EA
Euclid Advisors
Connecticut
$0
2
Bank of America
Bank of America
North Carolina
$364M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$43M
4
Barclays
Barclays
United Kingdom
$618M
5
AII
AGF Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
376
Ledyard National Bank
$8K -$15.6K -370 -66%
HCC
377
Hirtle Callaghan & Co
Pennsylvania
$8K +$8K +185 New
HR
378
Howe & Rusling
New York
$6K +$5.84K +150 +3,750%
RAM
379
Riggs Asset Management
Pennsylvania
$6K +$6K +150 New
CMO
380
Covenant Multifamily Offices
Texas
$3K +$3K +78 New
WRM
381
Westport Resources Management
Connecticut
$2K – – –
CG
382
Colony Group
Massachusetts
$2K +$2K +49 New
Manulife (Manufacturers Life Insurance)
383
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.09K -$1.03K -24,395 -48%
BBHC
384
Brown Brothers Harriman & Co
New York
$1K -$101K -1,617 -99%
W
385
Wealthfront
California
$1K +$1K +22 New
UB
386
UMB Bank
Missouri
$340 +$340 +8,082 New
EA
387
Euclid Advisors
Connecticut
– -$516M -11,652,560 Closed
AII
388
AGF Investments Inc
Ontario, Canada
– -$37.2M -839,903 Closed
RIG
389
RiverFront Investment Group
Virginia
– -$28.6M -646,994 Closed
VIA
390
Virtus Investment Advisers
Connecticut
– -$27.4M -620,123 Closed
BFA
391
Beaumont Financial Advisors
Massachusetts
– -$27M -609,751 Closed
NCM
392
Niemann Capital Management
Nevada
– -$13.9M -313,891 Closed
SWA
393
SFMG Wealth Advisors
Texas
– -$13.1M -296,432 Closed
CM
394
Churchill Management
California
– -$9.18M -207,500 Closed
VBCP
395
Vollero Beach Capital Partners
New York
– -$8.14M -184,000 Closed
WI
396
Wafra Inc
New York
– -$8.07M -182,400 Closed
BCM
397
BBT Capital Management
Texas
– -$7.97M -180,000 Closed
TAM
398
Tocqueville Asset Management
New York
– -$7.78M -175,658 Closed
PP
399
Paloma Partners
Connecticut
– -$6.64M -150,000 Closed
FSIM
400
F-Squared Investment Management
Massachusetts
– -$3.98M -89,930 Closed
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