State Street Utilities Select Sector SPDR ETF
XLU
437 hedge funds and large institutions have $5.36B invested in State Street Utilities Select Sector SPDR ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 136 increasing their positions, 166 reducing their positions, and 36 closing their positions.
106% more funds holding in top 10
Funds holding in top 10: 16 → 33 (+17)
50% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 36
3% more funds holding
Funds holding: 423 → 437 (+14)
3% less capital invested
Capital invested by funds: $5.51B → $5.36B (-$148M)
18% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 166
27.18% less ownership
Funds ownership: 191.97% → 164.79% (-27%)
64% less call options, than puts
Call options by funds: $202M | Put options by funds: $557M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$310M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$186M |
| 3 |
SM
Seminole Management
New York
|
+$74M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$49.5M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$194M |
| 2 |
JP Morgan Chase
New York
|
-$148M |
| 3 |
Citigroup
New York
|
-$128M |
| 4 |
Barclays
London,
United Kingdom
|
-$128M |
| 5 |
Goldman Sachs
New York
|
-$106M |
XLU Hedge Fund Activity: Q3 2015 in Review
437 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2015, worth a combined $5.36B — down 2.7% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new XLU positions and 36 closed out — a net gain of 18 holders — while 136 added to existing stakes and 166 trimmed.
The largest buyer was Bank of America, adding an estimated $310M. The largest seller was Morgan Stanley, cutting an estimated $194M.
- 437 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2015, up from 423 in Q2 2015.
- Funds reported $5.36B of State Street Utilities Select Sector SPDR ETF stock for Q3 2015, down 2.7% quarter-over-quarter.
- 54 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2015 and 36 closed out, a net change of +18 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2015 was Bank of America, an estimated $310M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2015 was Morgan Stanley, an estimated $194M sold.
Based on aggregated 13F filings for Q3 2015.