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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

457 hedge funds and large institutions have $5.65B invested in Utilities Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 165 reducing their positions, and 67 closing their positions.

Holders
457
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.19%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.77%
New
71
Increased
149
Reduced
165
Closed
67
Calls
$510M
Puts
$866M
Net Calls
-$355M
Net Calls Change
+$384M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$893M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$226M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
MAA
4
Managed Account Advisors
New Jersey
$242M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$75.9M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
CS
2
Credit Suisse
Switzerland
$145M
3
Morgan Stanley
3
Morgan Stanley
New York
$292M
4
Barclays
4
Barclays
United Kingdom
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$52.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PFP
451
Pinnacle Financial Partners
Tennessee
$3K 69 -5,628 -99%
Canada Life
452
Canada Life
Manitoba, Canada
$2K 55 – –
Toronto Dominion Bank
453
Toronto Dominion Bank
Ontario, Canada
$1K 26 – –
UB
454
UMB Bank
Missouri
$351 7,912 -170 -2%
VC
455
Vicus Capital
Pennsylvania
$349 7,850 +13 +0.2%
CIM
456
Cambria Investment Management
California
$300 6,746 -5,443 -45%
WA
457
WBH Advisory
Maryland
$246 5,541 +5,541 New
EA
458
Euclid Advisors
Connecticut
– – -12,970,320 Closed
Deutsche Bank
459
Deutsche Bank
Germany
– – -3,099,537 Closed
AII
460
AGF Investments Inc
Ontario, Canada
– – -1,815,800 Closed
SMM
461
Stadion Money Management
Georgia
– – -1,139,014 Closed
BFA
462
Beaumont Financial Advisors
Massachusetts
– – -737,654 Closed
GI
463
Glovista Investments
New Jersey
– – -687,157 Closed
VIA
464
Virtus Investment Advisers
Connecticut
– – -667,192 Closed
GE
465
General Electric
Ohio
– – -324,346 Closed
NCM
466
Niemann Capital Management
Nevada
– – -285,317 Closed
RIM
467
Rampart Investment Management
Connecticut
– – -260,699 Closed
SRSA
468
S.R. Schill & Associates
Washington
– – -205,467 Closed
AH
469
Achievement Holdings
Illinois
– – -200,000 Closed
CM
470
Churchill Management
California
– – -194,376 Closed
BWM
471
Braver Wealth Management
Massachusetts
– – -160,309 Closed
1832 Asset Management
472
1832 Asset Management
Ontario, Canada
– – -134,892 Closed
FSIM
473
F-Squared Investment Management
Massachusetts
– – -126,081 Closed
PWPCM
474
Perella Weinberg Partners Capital Management
New York
– – -124,511 Closed
N
475
Natixis
France
– – -118,500 Closed
17 18
19
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