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

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$432M
2
Morgan Stanley
2
Morgan Stanley
New York
$257M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$74K
4
ECM
4
Element Capital Management
New York
$0
5
Nomura Holdings
5
Nomura Holdings
Japan
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
426
Stephens Inc
Arkansas
$220K -$15.9K -300 -7%
SDWMA
427
Schneider Downs Wealth Management Advisors
Pennsylvania
$218K -$9.83K -185 -4%
SGK
428
Steigerwald Gordon & Koch
Virginia
$215K – – –
SIM
429
Sterling Investment Management
Arizona
$213K +$213K +4,010 New
CONA
430
Capital One National Association
New York
$205K +$205K +3,859 New
DADC
431
D.A. Davidson & Co
Montana
$204K +$61.2K +1,153 +43%
EA
432
Edge Advisors
Georgia
$194K – – –
GRP
433
Global Retirement Partners
California
$192K – – –
BA
434
Bristlecone Advisors
Washington
$186K +$186K +3,500 New
SJIM
435
St. Johns Investment Management
Florida
$171K +$2.33K +44 +1%
PMAM
436
Picton Mahoney Asset Management
Ontario, Canada
$160K -$33.3K -625 -17%
BGC
437
Blue Granite Capital
South Carolina
$159K -$2.7K -50 -2%
KIG
438
Kessler Investment Group
Indiana
$159K +$3.19K +60 +2%
BAM
439
Barrett Asset Management
New York
$154K -$21.2K -400 -12%
CIM
440
Contravisory Investment Management
Massachusetts
$144K +$144K +2,720 New
PG
441
Patten Group
Tennessee
$143K -$3.33K -63 -2%
SEI Investments
442
SEI Investments
Pennsylvania
$141K -$52.8K -997 -27%
BG
443
Bollard Group
Massachusetts
$138K +$1.06K +20 +0.8%
CFG
444
Citizens Financial Group
Rhode Island
$136K – – –
SWA
445
Sutton Wealth Advisors
Florida
$130K – – –
DSC
446
Duncker Streett & Co
Missouri
$124K +$212 +4 +0.2%
AIP
447
Almanack Investment Partners
Pennsylvania
$115K -$12.9K -243 -10%
FIB
448
First Interstate Bank
Montana
$114K +$60.7K +1,140 +114%
CFA
449
Carroll Financial Associates
North Carolina
$112K – – –
VFA
450
Valeo Financial Advisors
Indiana
$109K +$109K +2,060 New
16 17
18
19 20