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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
376
Level Four Advisory Services
Texas
$802K +$96K +1,609 +14%
CCM
377
Cribstone Capital Management
Maine
$799K +$772K +12,934 +2,818%
SFG
378
SNS Financial Group
Minnesota
$792K +$104K +1,745 +15%
CCM
379
Chilton Capital Management
Texas
$785K -$99.8K -1,673 -11%
NPT
380
Nixon Peabody Trust
Massachusetts
$784K +$268K +4,500 +52%
W
381
WealthOne
New York
$784K +$528K +8,850 +206%
AC
382
Abbrea Capital
California
$781K +$8.05K +135 +1%
FI
383
FormulaFolio Investments
Michigan
$776K +$86.8K +1,456 +13%
Rockefeller Capital Management
384
Rockefeller Capital Management
New York
$769K -$1.38M -23,221 -64%
TCM
385
Telos Capital Management
California
$769K -$1.43K -24 -0.2%
PCM
386
Penserra Capital Management
California
$765K +$765K +12,845 New
YIA
387
YHB Investment Advisors
Connecticut
$760K +$27.5K +462 +4%
VA
388
Valmark Advisers
Ohio
$759K +$163K +2,734 +27%
TPSF
389
Texas Permanent School Fund
Texas
$757K -$135K -2,260 -15%
AIP
390
ARS Investment Partners
New York
$755K +$8.89K +149 +1%
SEIA
391
Signature Estate & Investment Advisors
California
$745K +$481K +8,062 +182%
CFS
392
CRA Financial Services
New Jersey
$743K – – –
SCA
393
Stillwater Capital Advisors
Pennsylvania
$741K -$261K -4,380 -26%
TC
394
TownSquare Capital
Utah
$717K +$224K +3,726 +45%
ODCM
395
Old Dominion Capital Management
Virginia
$716K – – –
FWCM
396
Ferguson Wellman Capital Management
Oregon
$709K -$5.37K -90 -0.8%
WCM
397
Windsor Capital Management
Arizona
$695K -$6.31K -106 -0.9%
LNC
398
Lincoln National Corp
Pennsylvania
$682K -$19.6K -328 -3%
PWG
399
Private Wealth Group
Florida
$682K – – –
FNT
400
First National Trust
Pennsylvania
$681K -$38K -637 -5%
14 15
16
17 18