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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

423 hedge funds and large institutions have $5.51B invested in Utilities Select Sector SPDR Fund in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 186 reducing their positions, and 57 closing their positions.

Holders
423
Holders Change
-34
Holders Change %
-7.44%
% of All Funds
11.41%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.43%
New
33
Increased
128
Reduced
186
Closed
57
Calls
$162M
Puts
$314M
Net Calls
-$152M
Net Calls Change
+$204M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$508M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$171M
3
Citigroup
3
Citigroup
New York
$199M
4
Barclays
4
Barclays
United Kingdom
$340M
5
William Blair & Company
5
William Blair & Company
Illinois
$58.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$22.8M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$4.56M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
HHC
4
Hutchin Hill Capital
New York
$12.1M
5
Bank of America
5
Bank of America
North Carolina
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
REMPR
451
Roof Eidam Maycock Peralta (REMP)
California
– – -8,250 Closed
ALA
452
Atherton Lane Advisers
California
– – -7,922 Closed
SCP
453
Syntal Capital Partners
Texas
– – -6,870 Closed
CIM
454
Cambria Investment Management
California
– – -6,746 Closed
CWA
455
Convergent Wealth Advisors
Maryland
– – -6,504 Closed
TMC
456
Trellus Management Company
Florida
– – -6,000 Closed
BKBG
457
BHF Kleinwort Benson Group
Belgium
– – -5,800 Closed
PIA
458
Peachtree Investment Advisors
Georgia
– – -5,235 Closed
CL
459
CIM LLC
New York
– – -5,150 Closed
CTA
460
Chesley Taft & Associates
Illinois
– – -4,900 Closed
FNFDCM
461
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– – -4,800 Closed
VFA
462
Voya Financial Advisors
Connecticut
– – -4,704 Closed
LJAC
463
L.J. Altfest & Co
New York
– – -4,630 Closed
RCAG
464
Rehmann Capital Advisory Group
Michigan
– – -4,603 Closed
BPC
465
Banque Pictet & Cie
Switzerland
– – -4,600 Closed
PCM
466
Parsons Capital Management
Rhode Island
– – -2,175 Closed
BIA
467
Barry Investment Advisors
Massachusetts
$0 50,641 -1,343 -3%
FMA
468
FNY Managed Accounts
New York
– – -1,250 Closed
CYG
469
Clean Yield Group
Vermont
– – -1,200 Closed
IC
470
Intersect Capital
California
– – -1,177 Closed
CBT
471
Central Bank & Trust
Kentucky
– – -815 Closed
KTC
472
Kistler-Tiffany Companies
Pennsylvania
– – -758 Closed
M
473
MOTCO
Texas
– – -634 Closed
CCA
474
Catalyst Capital Advisors
New York
– – -600 Closed
MA
475
MCF Advisors
Kentucky
$0 1 -408 -100%
16 17 18
19
20