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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

532 hedge funds and large institutions have $6.51B invested in Utilities Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
13.28%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
50
Increased
174
Reduced
197
Closed
42
Calls
$982M
Puts
$1.86B
Net Calls
-$881M
Net Calls Change
+$239M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$322M
2
Bank of America
Bank of America
North Carolina
$724M
3
UBS Group
UBS Group
Switzerland
$332M
4
QIM
Quantitative Investment Management
Virginia
$124M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$127M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$432M
2
Morgan Stanley
Morgan Stanley
New York
$257M
3
PPFA
Provida Pension Fund Administrator
Chile
$74K
4
ECM
Element Capital Management
New York
$0
5
Nomura Holdings
Nomura Holdings
Japan
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNFDCM
401
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$255K – – –
USGIU
402
U.S. Global Investors (USGI)
Texas
$254K -$26.5K -500 -9%
GIA
403
Granite Investment Advisors
New Hampshire
$254K -$159 -3 -0.1%
FWCM
404
Ferguson Wellman Capital Management
Oregon
$251K +$9.56K +180 +4%
CCT
405
Country Club Trust
Missouri
$250K +$19.1K +360 +8%
SPIA
406
Steward Partners Investment Advisory
New York
$250K +$28.9K +545 +13%
MC
407
Mathes Company
New York
$249K – – –
SSWM
408
Sheets Smith Wealth Management
North Carolina
$249K – – –
LJAC
409
L.J. Altfest & Co
New York
$246K – – –
Neuberger Berman Group
410
Neuberger Berman Group
New York
$246K +$246K +4,642 New
JIC
411
Johnson Investment Counsel
Ohio
$244K +$10.6K +200 +5%
RWA
412
Ropes Wealth Advisors
Massachusetts
$239K – – –
CL
413
CIM LLC
New York
$236K +$2.92K +55 +1%
RIM
414
Rampart Investment Management
Connecticut
$234K -$10.3K -194 -4%
BCM
415
Bluefin Capital Management
New York
$233K -$117K -2,200 -33%
CG
416
Caprock Group
Idaho
$233K – – –
MSAM
417
Moloney Securities Asset Management
Missouri
$232K +$232K +4,376 New
IGGA
418
Iron Gate Global Advisors
Utah
$228K – – –
CTA
419
Chesley Taft & Associates
Illinois
$228K – – –
JFGIW
420
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$226K -$530 -10 -0.2%
BMCM
421
Bryn Mawr Capital Management
Pennsylvania
$226K – – –
NAMP
422
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$225K -$57.8K -1,090 -20%
ISL
423
Ingalls & Snyder LLC
New York
$222K – – –
SG
424
Somerset Group
Minnesota
$221K – – –
BTIS
425
BB&T Investment Services
North Carolina
$221K +$39.6K +746 +22%
15 16
17
18 19