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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EWM
376
Endurance Wealth Management
Rhode Island
$229K 4,720 – –
MC
377
Mathes Company
New York
$228K 4,700 -4,000 -46%
SSWM
378
Sheets Smith Wealth Management
North Carolina
$228K 4,700 – –
LJAC
379
L.J. Altfest & Co
New York
$225K 4,630 – –
SRSA
380
S.R. Schill & Associates
Washington
$225K 4,633 – –
BPC
381
Banque Pictet & Cie
Switzerland
$223K 4,600 – –
AIP
382
ARS Investment Partners
New York
$221K 4,551 -32,760 -88%
CL
383
CIM LLC
New York
$220K 4,535 +40 +0.9%
RWA
384
Ropes Wealth Advisors
Massachusetts
$219K 4,500 – –
JIC
385
Johnson Investment Counsel
Ohio
$217K 4,475 -369 -8%
BA
386
Bristlecone Advisors
Washington
$217K 4,475 – –
FNBT
387
FineMark National Bank & Trust
Florida
$215K 4,419 -733 -14%
CWM
388
Cedar Wealth Management
California
$214K 4,400 – –
SG
389
Somerset Group
Minnesota
$211K 4,347 -231 -5%
MCM
390
MAI Capital Management
Ohio
$211K 4,344 +4,344 New
SI
391
SII Investments
Wisconsin
$210K 4,331 -10,729 -71%
CTA
392
Chesley Taft & Associates
Illinois
$209K 4,300 – –
CIAS
393
Capital Investment Advisory Services
North Carolina
$207K 4,256 +4,256 New
BWFM
394
Bridgewater Wealth & Financial Management
Maryland
$206K 4,251 -219 -5%
CC
395
Cedar Capital
Illinois
$204K 4,215 -5,699 -57%
EWM
396
Evercore Wealth Management
New York
$195K 4,030 – –
WAM
397
Wealthspire Advisors (Maryland)
Maryland
$192K 3,955 -120 -3%
JG
398
Jefferies Group
New York
$186K 3,823 -141,254 -97%
EA
399
Edge Advisors
Georgia
$179K 3,695 +3,695 New
SFS
400
Sowell Financial Services
Arkansas
$178K 3,620 +3,620 New
14 15
16
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