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State Street Utilities Select Sector SPDR ETF
XLU

345 hedge funds and large institutions have $3.96B invested in State Street Utilities Select Sector SPDR ETF in 2013 Q2 according to their latest regulatory filings, with 345 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

148.46% more ownership

Funds ownership: 0% → 148.46% (+148%)

15% less call options, than puts

Call options by funds: $411M | Put options by funds: $484M

Holders
345
Holders Change
+345
Holders Change %
–
% of All Funds
11.26%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
345
Increased
–
Reduced
–
Closed
–
Calls
$411M
Puts
$484M
Net Calls
-$73.2M
Net Calls Change
-$73.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
26
Quantitative Investment Management
Virginia
$18M +$18.7M +956,200 New
AF
27
Ally Financial
Michigan
$17.5M +$18.2M +930,000 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$16.2M +$16.8M +858,420 New
FMLI
29
Fukoku Mutual Life Insurance
Japan
$15.1M +$15.7M +800,000 New
GE
30
General Electric
Ohio
$14.3M +$14.9M +760,042 New
TD Asset Management
31
TD Asset Management
Ontario, Canada
$14.1M +$14.7M +749,000 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$13.7M +$14.3M +728,182 New
Nomura Holdings
33
Nomura Holdings
Japan
$13.2M +$13.7M +701,454 New
EC
34
Estate Counselors
Wisconsin
$12.5M +$13.1M +667,804 New
Northern Trust
35
Northern Trust
Illinois
$10.8M +$11.2M +572,208 New
BPBT
36
Boston Private Bank & Trust
Massachusetts
$10M +$10.5M +533,700 New
WC
37
Wexford Capital
Florida
$9.3M +$9.68M +494,094 New
SC
38
Sculptor Capital
New York
$9.05M +$9.43M +481,270 New
PWM
39
Patriot Wealth Management
Texas
$8.97M – – –
MAA
40
Managed Account Advisors
New Jersey
$8.9M +$9.27M +472,842 New
AIA
41
Alerus Investment Advisors
Minnesota
$8.24M +$8.59M +438,058 New
ONB
42
Old National Bancorp
Indiana
$7.99M +$8.32M +424,696 New
MC
43
Martin & Co
Tennessee
$7.06M +$7.36M +375,310 New
Prudential Financial
44
Prudential Financial
New Jersey
$6.92M +$7.21M +368,000 New
LI
45
Longer Investments
Arkansas
$6.85M +$7.14M +364,180 New
HJA
46
Hugh Johnson Advisors
New York
$6.79M +$7.07M +360,880 New
TAM
47
Tocqueville Asset Management
New York
$6.32M +$6.58M +335,746 New
DCC
48
Dow Chemical Company
Michigan
$6.3M +$6.56M +334,666 New
TH
49
Timber Hill
Connecticut
$6.27M +$6.53M +333,320 New
TRCT
50
Tower Research Capital (TRC)
New York
$6.26M +$6.52M +332,566 New
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XLU Hedge Fund Activity: Q2 2013 in Review

345 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2013, worth a combined $3.96B.

Buyers outnumbered sellers: 345 funds opened new XLU positions and 0 closed out — a net gain of 345 holders — while 0 added to existing stakes and 0 trimmed.

  • 345 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.96B of State Street Utilities Select Sector SPDR ETF stock for Q2 2013.
  • 345 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2013 and 0 closed out, a net change of +345 holders.

Based on aggregated 13F filings for Q2 2013.