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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
401
Calton & Associates
Florida
$554K +$60.7K +1,044 +12%
AWM
402
AE Wealth Management
Kansas
$553K -$166K -2,853 -23%
HF
403
HRT Financial
New York
$552K +$552K +9,490 New
WI
404
Wintrust Investments
Illinois
$550K +$3.49K +60 +0.6%
TW
405
TrinityPoint Wealth
Connecticut
$550K +$550K +9,454 New
FAIM
406
Financial Advocates Investment Management
Washington
$546K +$101K +1,744 +23%
RVPG
407
Relative Value Partners Group
$541K +$29.1K +500 +6%
NCM
408
Narwhal Capital Management
Georgia
$532K +$12.7K +218 +2%
AW
409
ACG Wealth
Georgia
$529K +$151K +2,597 +40%
6M
410
6 Meridian
Kansas
$527K -$295K -5,076 -36%
AIS
411
American Investment Services
Massachusetts
$505K – – –
NPT
412
Nixon Peabody Trust
Massachusetts
$503K – – –
GT
413
Greenleaf Trust
Michigan
$501K +$174K +2,991 +53%
CG
414
Colony Group
Massachusetts
$498K +$8.5K +146 +2%
EP
415
Edgestream Partners
New Jersey
$497K +$497K +8,541 New
PAI
416
Pittenger & Anderson Inc
Nebraska
$492K – – –
EIA
417
Eldridge Investment Advisors
New Hampshire
$490K – – –
CA
418
Commerzbank Aktiengesellschaft
Germany
$487K -$311K -5,351 -39%
Wolverine Trading
419
Wolverine Trading
Illinois
$479K +$479K +8,234 New
TC
420
TownSquare Capital
Utah
$477K +$477K +8,192 New
MSAM
421
Moloney Securities Asset Management
Missouri
$475K -$47.2K -812 -9%
NFG
422
Next Financial Group
Texas
$467K -$1.37M -23,597 -75%
WTB
423
Washington Trust Bank
Washington
$467K -$5.29K -91 -1%
NFH
424
NEXT Financial Holdings
Texas
$467K +$467K +8,031 New
MA
425
MUFG Americas
New York
$461K -$43.6K -749 -9%
15 16
17
18 19