XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

700 hedge funds and large institutions have $8.56B invested in Utilities Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 262 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+90
Holders Change %
+14.75%
% of All Funds
15.62%
Holding in Top 10
42
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+40%
% of All Funds
0.94%
New
153
Increased
262
Reduced
162
Closed
56
Calls
$447M
Puts
$1.4B
Net Calls
-$958M
Net Calls Change
-$796M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.08B
2
Bank of America
Bank of America
North Carolina
$869M
3
Nomura Holdings
Nomura Holdings
Japan
$119M
4
Morgan Stanley
Morgan Stanley
New York
$1.14B
5
AssetMark Inc
AssetMark Inc
California
$88.9M

Top Sellers

1
Citigroup
Citigroup
New York
$261M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$254M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$151M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$57.9M
5
QIM
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
401
EP Wealth Advisors
California
$466K +$466K +8,813 New
YIA
402
YHB Investment Advisors
Connecticut
$464K +$11.9K +225 +3%
FMTCOCP
403
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$462K -$6.61K -125 -1%
AIS
404
American Investment Services
Massachusetts
$459K -$71.9K -1,360 -14%
MA
405
MUFG Americas
New York
$459K +$1.54K +29 +0.3%
NSG
406
Nalls Sherbakoff Group
Tennessee
$459K +$459K +8,670 New
NPT
407
Nixon Peabody Trust
Massachusetts
$458K -$26.5K -500 -5%
OAM
408
Oppenheimer Asset Management
New York
$454K +$98K +1,851 +28%
CA
409
Calton & Associates
Florida
$449K +$115K +2,180 +35%
PAI
410
Pittenger & Anderson Inc
Nebraska
$447K – – –
AIM
411
Aspen Investment Management
Michigan
$447K +$155K +2,936 +53%
EIA
412
Eldridge Investment Advisors
New Hampshire
$446K – – –
CG
413
Colony Group
Massachusetts
$445K +$159 +3 +0%
JFGIW
414
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$444K +$160K +3,030 +56%
CIAS
415
Capital Investment Advisory Services
North Carolina
$437K -$5.45M -103,002 -93%
BRWA
416
B. Riley Wealth Advisors
Florida
$436K +$112K +2,105 +34%
BBL
417
Beck Bode LLC
Massachusetts
$436K +$436K +8,230 New
WTB
418
Washington Trust Bank
Washington
$430K – – –
APW
419
Acima Private Wealth
Virginia
$424K +$424K +8,018 New
GTAM
420
Global Trust Asset Management
Florida
$420K +$415K +7,838 +7,838%
SFSIG
421
San Francisco Sentry Investment Group
California
$419K +$181K +3,415 +76%
BUB
422
BBVA USA Bancshares
Texas
$418K -$13.6K -256 -3%
HSA
423
HBK Sorce Advisory
Pennsylvania
$418K +$53 +1 +0%
CC
424
Courier Capital
New York
$416K -$58.2K -1,100 -12%
PFO
425
Pathstone Family Office
New Jersey
$416K +$2.11K +40 +0.5%
15 16
17
18 19