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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 %
SEIA
401
Signature Estate & Investment Advisors
California
$177K 3,638 +3,638 New
BTIS
402
BB&T Investment Services
North Carolina
$176K 3,651 +3,651 New
DADC
403
D.A. Davidson & Co
Montana
$164K 3,394 +60 +2%
BAM
404
Barrett Asset Management
New York
$160K 3,300 – –
WT
405
Whittier Trust
California
$152K 3,137 +1,003 +47%
SLF
406
Sun Life Financial
Ontario, Canada
$150K 7,274 -174,286 -96%
HDIM
407
Hanson & Doremus Investment Management
Vermont
$148K 3,037 +3,037 New
AIC
408
Ayalon Insurance Company
Israel
$146K 3,000 – –
ICM
409
Ionic Capital Management
New York
$146K 3,000 +3,000 New
BGC
410
Blue Granite Capital
South Carolina
$146K 3,000 +3,000 New
DSC
411
Duncker Streett & Co
Missouri
$132K 2,721 -130 -5%
BAM
412
Bruderman Asset Management
New York
$127K 2,605 -28,930 -92%
CFG
413
Citizens Financial Group
Rhode Island
$124K 2,565 -1,000 -28%
KIG
414
Kessler Investment Group
Indiana
$124K 2,549 -92 -3%
BG
415
Bollard Group
Massachusetts
$123K 2,534 +24 +1%
SWA
416
Sutton Wealth Advisors
Florida
$119K 2,447 – –
SJIM
417
St. Johns Investment Management
Florida
$115K 2,365 -40 -2%
SPIA
418
Steward Partners Investment Advisory
New York
$111K 2,301 +2,301 New
BKA
419
Brick & Kyle Associates
Pennsylvania
$109K 2,250 – –
CFA
420
Carroll Financial Associates
North Carolina
$101K 2,098 – –
TWA
421
TCI Wealth Advisors
Arizona
$97K 2,000 – –
SNT
422
Security National Trust
West Virginia
$97K 2,000 – –
TIM
423
Tortoise Investment Management
New York
$96K 1,980 – –
SBL
424
Sargent Bickham Lagudis
Colorado
$91K 1,864 – –
Manulife (Manufacturers Life Insurance)
425
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89K 1,832 -54,902 -97%
15 16
17
18 19