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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.71B
2
UBS Group
UBS Group
Switzerland
$657M
3
Deutsche Bank
Deutsche Bank
Germany
$381M
4
QIM
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
Citigroup
New York
$479M
2
Morgan Stanley
Morgan Stanley
New York
$475M
3
CS
Credit Suisse
Switzerland
$6.47M
4
ECM
Element Capital Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
376
First Interstate Bank
Montana
$280K +$143K +2,755 +104%
SCM
377
Sterling Capital Management
North Carolina
$279K -$72.8K -1,400 -21%
PSF
378
Pacific Sun Financial
California
$278K -$34.7K -650 -11%
OSNBOA
379
Old Second National Bank of Aurora
Illinois
$278K -$17.3K -333 -6%
WT
380
Washington Trust
Rhode Island
$278K – – –
TNB
381
Thomasville National Bank
Georgia
$277K – – –
CL
382
CIM LLC
New York
$274K +$45.1K +870 +20%
PA
383
Pinnacle Associates
New York
$273K -$3.64K -70 -1%
SP
384
Successful Portfolios
Florida
$268K +$2.44K +47 +0.9%
SRSA
385
S.R. Schill & Associates
Washington
$262K – – –
OAM
386
Oxford Asset Management
United Kingdom
$262K +$262K +5,046 New
NFG
387
Next Financial Group
Texas
$258K -$30K -577 -10%
KIG
388
Kessler Investment Group
Indiana
$258K -$11K -213 -4%
RG
389
Rikoon Group
New Mexico
$250K +$250K +4,814 New
FNFDCM
390
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$249K – – –
IGGA
391
Iron Gate Global Advisors
Utah
$247K +$247K +4,757 New
SPIA
392
Steward Partners Investment Advisory
New York
$246K -$77.9K -1,499 -24%
CPA
393
Clear Perspective Advisors
Illinois
$245K -$32K -615 -12%
WAM
394
Wealthspire Advisors (Maryland)
Maryland
$244K -$38.9K -749 -14%
CFB
395
Cullen/Frost Bankers
Texas
$244K -$10.4K -200 -4%
MC
396
Mathes Company
New York
$244K – – –
BIAS
397
Beacon Investment Advisory Services
New Jersey
$244K – – –
JIC
398
Johnson Investment Counsel
Ohio
$240K -$829 -16 -0.3%
CCM
399
Compton Capital Management
Rhode Island
$239K -$15.6K -300 -6%
WIC
400
Whitegate Investment Counselors
New Hampshire
$239K +$13K +250 +6%
14 15
16
17 18