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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

524 hedge funds and large institutions have $6.49B invested in Utilities Select Sector SPDR Fund in 2016 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 194 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
13.98%
Holding in Top 10
44
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+83.33%
% of All Funds
1.17%
New
121
Increased
194
Reduced
139
Closed
41
Calls
$741M
Puts
$1.48B
Net Calls
-$736M
Net Calls Change
-$275M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$610M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$174M
3
Citigroup
Citigroup
New York
$267M
4
Goldman Sachs
Goldman Sachs
New York
$717M
5
Bank of America
Bank of America
North Carolina
$820M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$227M
2
CA
Commerzbank Aktiengesellschaft
Germany
$218M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
4
Barclays
Barclays
United Kingdom
$106M
5
Citadel Advisors
Citadel Advisors
Florida
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
451
St. Johns Investment Management
Florida
$104K +$15.1K +305 +17%
AIM
452
Acropolis Investment Management
Missouri
$104K +$104K +2,100 New
CA
453
CapWealth Advisors
Tennessee
$102K – – –
TWA
454
TCI Wealth Advisors
Arizona
$99K – – –
SNT
455
Security National Trust
West Virginia
$99K – – –
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$93K – – –
GI
457
Gradient Investments
Minnesota
$92K +$447 +9 +0.5%
AC
458
Alexandria Capital
Virginia
$90K +$396 +8 +0.4%
FWM
459
Focused Wealth Management
New York
$88K -$691 -14 -0.8%
CFA
460
CT Financial Advisors
Pennsylvania
$85.1K +$298 +6 +0.4%
PG
461
Patten Group
Tennessee
$85K -$2.48K -50 -3%
WT
462
Whittier Trust
California
$84K -$71.9K -1,451 -46%
TCOV
463
Trust Company of Vermont
Vermont
$83K – – –
AIM
464
Advantage Investment Management
Iowa
$72K +$9.93K +200 +16%
HCM
465
Highlander Capital Management
New Jersey
$70K – – –
AF
466
Allworth Financial
California
$64K – – –
CB
467
Community Bank
New York
$63K – – –
CYG
468
Clean Yield Group
Vermont
$58K +$58K +1,200 New
LWM
469
LBA Wealth Management
Florida
$52K -$39.5K -790 -43%
MSFP
470
Mark Sheptoff Financial Planning
Connecticut
$51K – – –
AIC
471
Ayalon Insurance Company
Israel
$50K – – –
FIB
472
First Interstate Bank
Montana
$50K – – –
PFG
473
Piershale Financial Group
Illinois
$47K +$34K +686 +261%
APSP
474
Asset Planning Services (Pennsylvania)
Pennsylvania
$43K – – –
S
475
SignatureFD
Georgia
$42K +$30K +600 +249%
17 18
19
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