XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

534 hedge funds and large institutions have $6.26B invested in Utilities Select Sector SPDR Fund in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 43 closing their positions.

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
14.27%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
58
Increased
177
Reduced
210
Closed
43
Calls
$818M
Puts
$1.23B
Net Calls
-$415M
Net Calls Change
+$320M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$969M
2
Citigroup
2
Citigroup
New York
$370M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$53.4M
4
CS
4
Credit Suisse
Switzerland
$210M
5
SG
5
Societe Generale
$41.9M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$549M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$170M
4
Goldman Sachs
4
Goldman Sachs
New York
$690M
5
LPL Financial
5
LPL Financial
California
$69M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
401
Bluefin Capital Management
New York
$273K 5,201 -22,400 -81%
SBSB
402
Sullivan, Bruyette, Speros & Blaney
Virginia
$271K 5,166 +5,166 New
EA
403
Elm Advisors
California
$270K 5,150 – –
FNBT
404
FineMark National Bank & Trust
Florida
$270K 5,142 +1,000 +24%
WA
405
WealthTrust Axiom
Pennsylvania
$267K 5,100 – –
SA
406
SL Advisors
New Jersey
$267K 5,086 +5,086 New
Hudson Bay Capital Management
407
Hudson Bay Capital Management
Connecticut
$262K 5,000 +5,000 New
JIC
408
Johnson Investment Counsel
Ohio
$254K 4,855 +400 +9%
SSWM
409
Smith Salley Wealth Management
North Carolina
$253K 4,826 +12 +0.2%
EWM
410
Endurance Wealth Management
Rhode Island
$253K 4,820 +208 +5%
FNFDCM
411
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$252K 4,800 – –
SSWM
412
Sheets Smith Wealth Management
North Carolina
$247K 4,700 -300 -6%
Verition Fund Management
413
Verition Fund Management
Connecticut
$247K 4,708 +4,708 New
AA
414
Ancora Advisors
Ohio
$244K 4,653 +4,653 New
BPC
415
Banque Pictet & Cie
Switzerland
$241K 4,600 – –
SG
416
Somerset Group
Minnesota
$240K 4,578 +4,578 New
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$240K 4,574 +200 +5%
CL
418
CIM LLC
New York
$238K 4,540 – –
KIG
419
Kessler Investment Group
Indiana
$237K 4,511 -38 -0.8%
YIA
420
YHB Investment Advisors
Connecticut
$236K 4,500 -105 -2%
RWA
421
Ropes Wealth Advisors
Massachusetts
$236K 4,500 +4,500 New
VAM
422
Verity Asset Management
North Carolina
$232K 4,427 -31,324 -88%
GI
423
Glovista Investments
New Jersey
$232K 4,417 – –
CWM
424
Cedar Wealth Management
California
$231K 4,400 – –
AI
425
Atria Investments
North Carolina
$231K 4,480 +4,480 New
15 16
17
18 19