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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

530 hedge funds and large institutions have $6.12B invested in Utilities Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 166 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
13.23%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
69
Increased
195
Reduced
166
Closed
50
Calls
$933M
Puts
$2.05B
Net Calls
-$1.12B
Net Calls Change
-$476M

Top Buyers

1
Barclays
Barclays
United Kingdom
$343M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$173M
3
Goldman Sachs
Goldman Sachs
New York
$635M
4
PPFA
Provida Pension Fund Administrator
Chile
$87.2M
5
ECM
Element Capital Management
New York
$62.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$354M
2
CWM
CIBC World Markets
New York
$0
3
CS
Credit Suisse
Switzerland
$72.7M
4
Bank of America
Bank of America
North Carolina
$529M
5
Citigroup
Citigroup
New York
$610M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
401
Rampart Investment Management
Connecticut
$239K -$958K -18,467 -80%
FWCM
402
Ferguson Wellman Capital Management
Oregon
$236K +$236K +4,545 New
RWA
403
Ropes Wealth Advisors
Massachusetts
$234K – – –
SI
404
Stephens Inc
Arkansas
$231K +$231K +4,443 New
CWM
405
Cedar Wealth Management
California
$229K – – –
CG
406
Caprock Group
Idaho
$229K +$229K +4,400 New
JIC
407
Johnson Investment Counsel
Ohio
$228K -$45K -869 -16%
CL
408
CIM LLC
New York
$228K -$3.9K -75 -2%
NFG
409
Next Financial Group
Texas
$227K +$26.8K +514 +13%
CCT
410
Country Club Trust
Missouri
$226K +$12.8K +245 +6%
CTA
411
Chesley Taft & Associates
Illinois
$223K – – –
SDWMA
412
Schneider Downs Wealth Management Advisors
Pennsylvania
$223K – – –
Luther King Capital Management (LKCM)
413
Luther King Capital Management (LKCM)
Texas
$223K – – –
IGGA
414
Iron Gate Global Advisors
Utah
$223K +$223K +4,135 New
BMCM
415
Bryn Mawr Capital Management
Pennsylvania
$222K – – –
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K +$4.21K +81 +2%
ISL
417
Ingalls & Snyder LLC
New York
$218K +$1.82K +35 +0.8%
SG
418
Somerset Group
Minnesota
$216K -$3.74K -72 -2%
SFG
419
SNS Financial Group
Minnesota
$216K – – –
SPIA
420
Steward Partners Investment Advisory
New York
$216K +$61K +1,178 +39%
AWM
421
AE Wealth Management
Kansas
$213K +$213K +4,106 New
NWP
422
Northstar Wealth Partners
Connecticut
$212K -$11.4K -223 -5%
SGK
423
Steigerwald Gordon & Koch
Virginia
$211K – – –
WTB
424
Washington Trust Bank
Washington
$205K -$11.7K -226 -5%
EA
425
Edge Advisors
Georgia
$190K -$1.61K -31 -0.8%
15 16
17
18 19