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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOH
426
First National Bank of Hutchinson
Kansas
$559K -$49.5K -820 -8%
NCM
427
Narwhal Capital Management
Georgia
$545K – – –
NL
428
NVWM LLC
Pennsylvania
$543K -$164K -2,746 -23%
6M
429
6 Meridian
Kansas
$540K -$895 -15 -0.2%
WP
430
WealthShield Partners
North Carolina
$539K -$1.02M -17,155 -66%
AF
431
Arrow Financial
New York
$535K -$34.9K -585 -6%
RVPG
432
Relative Value Partners Group
$525K -$29.8K -500 -5%
HPC
433
HM Payson & Co
Maine
$520K +$520K +8,717 New
MAM
434
Meeder Asset Management
Ohio
$520K +$520K +8,718 New
PPA
435
Parametric Portfolio Associates
Washington
$517K -$90.6K -1,518 -15%
CT
436
Cambridge Trust
Massachusetts
$505K -$257K -4,312 -34%
PAI
437
Pittenger & Anderson Inc
Nebraska
$504K – – –
EIA
438
Eldridge Investment Advisors
New Hampshire
$502K – – –
USGIU
439
U.S. Global Investors (USGI)
Texas
$501K +$501K +8,400 New
NIC
440
Northwest Investment Counselors
Oregon
$497K +$93.7K +1,572 +23%
CG
441
Colony Group
Massachusetts
$493K -$17.8K -298 -3%
PFG
442
Pacific Financial Group
Washington
$493K +$493K +8,472 New
WB
443
WesBanco Bank
West Virginia
$490K -$881K -14,779 -64%
CG
444
Cynosure Group
Utah
$487K +$487K +8,174 New
MSAM
445
Moloney Securities Asset Management
Missouri
$483K -$4.18K -70 -0.9%
GCMG
446
Gyroscope Capital Management Group
Florida
$480K +$31.1K +513 +7%
PI
447
Parkside Investments
Illinois
$477K +$239K +4,000 +100%
Franklin Resources
448
Franklin Resources
California
$477K +$477K +8,000 New
WTB
449
Washington Trust Bank
Washington
$476K -$2.44K -41 -0.5%
PSUF
450
People's United Financial
Connecticut
$471K -$332K -5,566 -41%
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