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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

502 hedge funds and large institutions have $6.52B invested in Utilities Select Sector SPDR Fund in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 214 reducing their positions, and 77 closing their positions.

Holders
502
Holders Change
-32
Holders Change %
-5.99%
% of All Funds
13.42%
Holding in Top 10
23
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-42.5%
% of All Funds
0.61%
New
54
Increased
133
Reduced
214
Closed
77
Calls
$600M
Puts
$1.6B
Net Calls
-$996M
Net Calls Change
-$581M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Citigroup
2
Citigroup
New York
$558M
3
Bank of America
3
Bank of America
North Carolina
$1B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$251M
5
N
5
Natixis
France
$91.1M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$471K
2
Goldman Sachs
2
Goldman Sachs
New York
$571M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$53.5M
4
PAG
4
Pinnacle Advisory Group
Maryland
$1.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
401
Ropes Wealth Advisors
Massachusetts
$220K 4,500 – –
BA
402
Bristlecone Advisors
Washington
$219K 4,475 -1,000 -18%
BWFM
403
Bridgewater Wealth & Financial Management
Maryland
$219K 4,470 +305 +7%
CWM
404
Cedar Wealth Management
California
$216K 4,400 – –
CTA
405
Chesley Taft & Associates
Illinois
$211K 4,300 – –
BCM
406
Brookstone Capital Management
Illinois
$207K 4,237 -474,490 -99%
CWM
407
Cornerstone Wealth Management
Missouri
$205K 4,349 +4,349 New
WAM
408
Wealthspire Advisors (Maryland)
Maryland
$200K 4,075 – –
EWM
409
Evercore Wealth Management
New York
$197K 4,030 -200 -5%
CMBA
410
C.M. Bidwell & Associates
Hawaii
$197K 4,025 +4,025 New
CFG
411
Citizens Financial Group
Rhode Island
$175K 3,565 – –
AF
412
Arrow Financial
New York
$173K 3,533 +228 +7%
MRCM
413
M&R Capital Management
New Jersey
$166K 3,400 – –
DADC
414
D.A. Davidson & Co
Montana
$163K 3,334 -8,723 -72%
BAM
415
Barrett Asset Management
New York
$162K 3,300 – –
AIC
416
Ayalon Insurance Company
Israel
$147K 3,000 +2,000 +200%
DSC
417
Duncker Streett & Co
Missouri
$140K 2,851 -396 -12%
KIG
418
Kessler Investment Group
Indiana
$129K 2,641 -1,870 -41%
VFA
419
Virtus Fund Advisers
Connecticut
$127K 2,583 -19 -0.7%
BG
420
Bollard Group
Massachusetts
$123K 2,510 +1,834 +271%
SWA
421
Sutton Wealth Advisors
Florida
$120K 2,447 – –
IWM
422
Integrated Wealth Management
California
$119K 2,437 +5 +0.2%
SJIM
423
St. Johns Investment Management
Florida
$118K 2,405 +25 +1%
WRM
424
Westport Resources Management
Connecticut
$113K 2,299 – –
VCM
425
Vigilant Capital Management
Maine
$111K 2,267 -1,933 -46%
15 16
17
18 19