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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

330 hedge funds and large institutions have $3.71B invested in Utilities Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 151 reducing their positions, and 52 closing their positions.

Holders
330
Holders Change
-15
Holders Change %
-4.35%
% of All Funds
10.7%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.42%
New
41
Increased
92
Reduced
151
Closed
52
Calls
$1.33B
Puts
$647M
Net Calls
+$686M
Net Calls Change
+$760M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$412M
2
Goldman Sachs
2
Goldman Sachs
New York
$508M
3
Bank of America
3
Bank of America
North Carolina
$436M
4
Morgan Stanley
4
Morgan Stanley
New York
$349M
5
CS
5
Credit Suisse
Switzerland
$81M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$140M
2
EA
2
Euclid Advisors
Connecticut
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$14.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$317M
5
Citigroup
5
Citigroup
New York
$86.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FMLI
26
Fukoku Mutual Life Insurance
Japan
$16.9M 453,000 +53,000 +13%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$14.8M 396,422 -3,420,948 -90%
GE
28
General Electric
Ohio
$14.2M 380,021 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$13.4M 359,850 -4,241 -1%
PWPCM
30
Perella Weinberg Partners Capital Management
New York
$13.1M 350,000 +350,000 New
TD Asset Management
31
TD Asset Management
Ontario, Canada
$13.1M 349,800 -24,700 -7%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$12.4M 333,074 +333,074 New
B
33
Baird
Wisconsin
$12.1M 324,155 +164,861 +103%
EC
34
Estate Counselors
Wisconsin
$12.1M 323,882 -10,020 -3%
MAA
35
Managed Account Advisors
New Jersey
$11.9M 317,780 +81,359 +34%
AA
36
ALPS Advisors
Colorado
$11.6M 309,786 +309,786 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$10.7M 286,925 -142,285 -33%
Northern Trust
38
Northern Trust
Illinois
$10.6M 282,357 -3,747 -1%
CANY
39
Caxton Associates (New York)
New York
$9.85M 263,700 +263,700 New
State of Tennessee, Department of Treasury
40
State of Tennessee, Department of Treasury
Tennessee
$8.74M 233,804 +233,804 New
GI
41
Glovista Investments
New Jersey
$8.73M 233,493 +226,103 +3,060%
PWM
42
Patriot Wealth Management
Texas
$8.61M 230,458 +230,458 New
MPM
43
Meritage Portfolio Management
Kansas
$8.28M 221,580 +115,480 +109%
BPBT
44
Boston Private Bank & Trust
Massachusetts
$8.02M 214,733 -52,117 -20%
ONB
45
Old National Bancorp
Indiana
$7.88M 210,761 -1,587 -0.7%
QIM
46
Quest Investment Management
Oregon
$7.55M 202,140 +102,000 +102%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$7.46M 199,650 +199,650 New
MC
48
Martin & Co
Tennessee
$7.07M 189,060 +1,405 +0.7%
AIA
49
Alerus Investment Advisors
Minnesota
$7.06M 188,978 -30,051 -14%
DCC
50
Dow Chemical Company
Michigan
$7.04M 188,533 +21,200 +13%
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